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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	Bradley Foster & Sargent Hartford, Connecticut	$172M	+$52.7K	6	2.43%	Increased
452	AE Wealth Management Topeka, Kansas	$172M	-$1.68M	13	0.8%	Reduced
453	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$171M	+$45.8M	7	1.35%	Increased
454	Zacks Investment Management Chicago, Illinois	$170M	+$5M	12	1.21%	Increased
455	Rathbones Group Liverpool, United Kingdom	$169M	+$50.8M	6	0.62%	Increased
456	D1 Capital Partners New York	$169M	+$160M	1	0.49%	New
457	Elo Mutual Pension Insurance Espoo, Finland	$168M	-$16.2M	3	2.16%	Reduced
458	CCM Carronade Capital Management Darien, Connecticut	$167M	+$30.8M	1	2.89%	Increased
459	Davenport & Co Richmond, Virginia	$167M	-$1.11M	9	0.82%	Reduced
460	ACM Anomaly Capital Management New York	$166M	+$64.7M	2	6.33%	Increased
461	AIP ARS Investment Partners New York	$166M	+$760K	7	7.24%	Increased
462	Arax Advisory Partners Denver, Colorado	$164M	+$117M	34	1.09%	Increased
463	VCM Valiant Capital Management San Francisco, California	$164M	+$2.11M	2	6.61%	Increased
464	D.A. Davidson & Co Great Falls, Montana	$161M	+$1.17M	14	0.89%	Increased
465	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$160M	-$52.6M	6	2.03%	Reduced
466	PC Pureheart Capital Singapore,	$158M	+$150M	1	70.82%	New
467	Chilton Capital Management Houston, Texas	$158M	-$33.1M	6	4.99%	Reduced
468	GF Fund Management Guangzhou, China	$158M	-$50.1M	1	1.89%	Reduced
469	Citizens Financial Group Providence, Rhode Island	$156M	-$1.5M	9	1.88%	Reduced
470	Equitable Holdings New York	$156M	+$2.97M	15	0.93%	Increased
471	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$156M	+$1.47M	5	4.16%	Increased
472	Capital Advisors Inc Tulsa, Oklahoma	$155M	-$1.96M	4	2.28%	Reduced
473	Vident Advisory Alpharetta, Georgia	$155M	-$105M	17	1.12%	Reduced
474	Kestra Private Wealth Services Austin, Texas	$155M	+$10.4M	13	1.7%	Increased
475	Freestone Grove Partners San Francisco, California	$154M	+$18.6M	12	0.99%	Increased