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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	Advisors Capital Management Ridgewood, New Jersey	$46M	+$2.1M	2	1.25%	Increased
452	Jefferies Group New York	$45.9M	+$35.4M	4	0.27%	Increased
453	Driehaus Capital Management Chicago, Illinois	$45.8M	+$20M	3	0.47%	Increased
454	Whittier Trust South Pasadena, California	$45.8M	+$595K	8	0.74%	Increased
455	Scotia Capital Toronto, Ontario, Canada	$45.5M	+$8.62M	7	0.3%	Increased
456	AEGON Asset Management (UK) Edinburgh, United Kingdom	$45.4M	-$932K	2	0.59%	Reduced
457	SPWM Straight Path Wealth Management Jenison, Michigan	$45.2M	+$43.1M	1	39.42%	New
458	Moore Capital Management New York	$45.2M	-$62.3M	6	0.9%	Reduced
459	TIAA FSB Jacksonville, Florida	$44.8M	+$6.04M	3	0.15%	Increased
460	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$44.5M	-$1.18M	2	2.52%	Reduced
461	TC Titleist Capital San Antonio, Texas	$44.2M	+$42.1M	2	8.49%	New
462	Ameritas Investment Partners Lincoln, Nebraska	$43.9M	-$3.53M	23	1.48%	Reduced
463	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$43.6M	-$242K	6	0.84%	Reduced
464	E. Ohman J:or Asset Management Stockholm, Sweden	$43.2M	+$41.2M	1	1.25%	New
465	TC Tsai Capital New York	$42.4M	+$670K	1	29.44%	Increased
466	Meag Munich Ergo Munich, Germany	$42.1M	+$27.1M	2	2.99%	Increased
467	Spire Wealth Management Mclean, Virginia	$41.9M	+$2.6M	11	0.93%	Increased
468	Acadian Asset Management Boston, Massachusetts	$41.8M	+$3.2M	4	0.16%	Increased
469	Carmignac Gestion Paris, France	$41.2M	+$30.6M	2	0.58%	Increased
470	WTA Washington Trust Advisors Wellesley, Massachusetts	$41M	+$41.2M	6	2.78%	New
471	Ancora Advisors Cleveland, Ohio	$41M	+$461K	8	0.97%	Increased
472	LFDLE La Financiere de L'Echiquier Paris, France	$41M	+$4.36M	1	1.38%	Increased
473	TimesSquare Capital Management New York	$40.9M	-$6.5M	1	0.36%	Reduced
474	Kennedy Capital Management St Louis, Missouri	$40.5M	+$3.38M	4	0.85%	Increased
475	Chartwell Investment Partners Berywn, Pennsylvania	$40.4M	+$2.01M	4	1.18%	Increased