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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	CIBC World Market Toronto, Ontario, Canada	$26.1M	-$19.7M	5	0.08%	Reduced
452	SGAM Smith Group Asset Management Dallas, Texas	$26M	+$8.57M	3	1.38%	Increased
453	BAPIM British Airways Pensions Investment Management London, United Kingdom	$26M	+$679K	2	1.02%	Increased
454	ExodusPoint Capital Management New York	$25.9M	-$3.1M	15	0.38%	Reduced
455	KMC Kirr Marbach & Co Columbus, Indiana	$25.8M	-$984K	2	7.47%	Reduced
456	Exencial Wealth Advisors Oklahoma City, Oklahoma	$25.8M	-$33.7K	2	1.53%	Reduced
457	Spire Wealth Management Mclean, Virginia	$25.7M	+$26.7M	14	0.68%	New
458	RegentAtlantic Capital Morristown, New Jersey	$25.7M	+$12.3M	3	0.87%	Increased
459	TC Tsai Capital New York	$25.6M	+$1.04M	1	25.27%	Increased
460	Scotia Capital Toronto, Ontario, Canada	$25.5M	+$1.11M	7	0.21%	Increased
461	DZ Bank Frankfurt Am Main, Germany	$25.4M	+$11.7M	3	0.05%	Increased
462	Manning & Napier Group Fairport, New York	$25.1M	+$640K	1	0.21%	Increased
463	MAI Capital Management Independence, Ohio	$25M	+$852K	3	0.56%	Increased
464	Bridgewater Associates Westport, Connecticut	$25M	+$19.5M	2	0.22%	Increased
465	TCW Group Los Angeles, California	$24.9M	-$16.5M	3	0.24%	Reduced
466	Credit Agricole Montrouge Cedex, France	$24.7M	+$7.56M	4	0.63%	Increased
467	Wedge Capital Management Charlotte, North Carolina	$24.6M	-$4.88M	2	0.29%	Reduced
468	WCM Investment Management Laguna Beach, California	$24.5M	+$3.05M	1	0.07%	Increased
469	Adams Diversified Equity Fund Baltimore, Maryland	$24.4M	+$2.11M	1	1.04%	Increased
470	LSCM Light Street Capital Management Palo Alto, California	$24.4M	-$24M	1	1.31%	Reduced
471	Braun Stacey Associates New York	$24.4M	+$737K	2	1.03%	Increased
472	BOK Financial Tulsa, Oklahoma	$24.3M	+$3.36M	4	0.44%	Increased
473	AFG American Financial Group Cincinnati, Ohio	$24.3M	-$2.88M	1	4.04%	Reduced
474	HighPoint Advisor Group Downers Grove, Illinois	$24.1M	+$922K	5	2.79%	Increased
475	Great Lakes Advisors Chicago, Illinois	$24M	+$13.7M	5	0.39%	Increased