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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	Capital International Sarl Los Angeles, California	$30.7M	-$27.1M	1	2.16%	Reduced
452	Credit Agricole Montrouge Cedex, France	$30.7M	+$12.2M	5	0.63%	Increased
453	Moran Wealth Management Naples, Florida	$30.7M	+$29.9M	5	1.16%	New
454	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$30.5M	-$13.9M	3	0.93%	Reduced
455	V ValueWorks New York	$30.4M	+$33.6K	1	10.73%	Increased
456	O'Shaughnessy Asset Management Stamford, Connecticut	$30.4M	+$726K	10	0.49%	Increased
457	CT Cambridge Trust Cambridge, Massachusetts	$30M	+$750K	5	1.34%	Increased
458	Congress Wealth Management Boston, Massachusetts	$29.9M	+$88.8K	5	0.77%	Increased
459	EIP Easterly Investment Partners Beverly, Massachusetts	$29.7M	-$4.49M	3	2.57%	Reduced
460	Polar Capital Holdings London, United Kingdom	$29.7M	-$16.5M	2	0.24%	Reduced
461	Carnegie Investment Counsel Pepper Pike, Ohio	$29.4M	+$2.19M	2	1.26%	Increased
462	GD Grandfield & Dodd New York	$29.3M	+$329K	4	2.15%	Increased
463	Atria Wealth Solutions New York	$28.8M	+$388K	7	0.46%	Increased
464	QIM Quantitative Investment Management Charlottesville, Virginia	$28.6M	+$42.6M	2	5.45%	Increased
465	Abeille Asset Management France	$28.5M	+$44M	1	1.01%	Increased
466	UBS O'Connor Chicago, Illinois	$28.5M	-$21M	7	0.53%	Reduced
467	Eastern Bank Boston, Massachusetts	$28.2M	-$458K	2	1.51%	Reduced
468	First National Bank of Omaha Omaha, Nebraska	$28.2M	-$1.38M	5	1.74%	Reduced
469	SCM Stonehill Capital Management New York	$28.1M	-$842K	1	30.38%	Reduced
470	CP Cumberland Partners Toronto, Ontario, Canada	$27.7M	+$22.8M	3	2.92%	Increased
471	OP Oslo Pensjonsforsikring Oslo,	$27.7M	-$5.54M	1	5.77%	Reduced
472	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$27.7M	-$1.16M	4	3.39%	Reduced
473	TIAA FSB Jacksonville, Florida	$27.6M	+$4.21M	4	0.11%	Increased
474	NRS Neville Rodie & Shaw New York	$27.6M	+$30.2K	3	2.6%	Increased
475	Tidal Investments Milwaukee, Wisconsin	$27.5M	-$1.56M	8	1.06%	Reduced