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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	Chilton Capital Management Houston, Texas	$43.2M	-$1.07M	2	2.42%	Reduced
452	PAM Pinpoint Asset Management Hong Kong	$43M	+$43.4M	1	10.06%	New
453	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$42.9M	+$2.31M	1	16.34%	Increased
454	CP Cumberland Partners Toronto, Ontario, Canada	$42.2M	-$3.05M	2	4.06%	Reduced
455	Hantz Financial Services Southfield, Michigan	$42.2M	+$11.9M	8	1.07%	Increased
456	Brinker Capital Investments Berwyn, Pennsylvania	$41.8M	+$6.01M	7	0.5%	Increased
457	Orion Portfolio Solutions Omaha, Nebraska	$41.8M	+$6.01M	7	0.5%	Increased
458	Eventide Asset Management Boston, Massachusetts	$41.8M	-$787K	1	0.75%	Reduced
459	Alpha Cubed Investments Irvine, California	$41.7M	-$5.41M	3	2.8%	Reduced
460	ALPS Advisors Denver, Colorado	$41.6M	-$2.39M	12	0.35%	Reduced
461	VHAM Van Hulzen Asset Management El Dorado Hills, California	$41.3M	+$1.51M	2	3.18%	Increased
462	Eisler Capital (UK) London, United Kingdom	$41.3M	+$42.4M	1	0.26%	New
463	Carson Wealth (CWM LLC) Omaha, Nebraska	$41.2M	+$5.16M	23	0.25%	Increased
464	ACM Argent Capital Management St Louis, Missouri	$41.1M	-$4.35M	1	1.46%	Reduced
465	Kornitzer Capital Management Shawnee Mission, Kansas	$41.1M	-$5.51M	6	0.85%	Reduced
466	Jupiter Asset Management London, United Kingdom	$41M	-$36.4M	2	0.45%	Reduced
467	FFM Fullerton Fund Management Singapore	$40.9M	-$8.37M	2	2.86%	Reduced
468	SAM Shell Asset Management The Hague, Netherlands	$40.9M	+$3.35M	10	1.69%	Increased
469	Ethic Inc New York	$40.9M	+$7.94M	7	1.43%	Increased
470	Woodline Partners San Francisco, California	$40.6M	+$15.7M	2	0.48%	Increased
471	Metis Global Partners San Diego, California	$40.5M	+$5.72M	4	1.96%	Increased
472	Ameritas Investment Partners Lincoln, Nebraska	$40.5M	-$5.27M	27	1.62%	Reduced
473	WTA Washington Trust Advisors Wellesley, Massachusetts	$40M	-$2.51M	4	4.11%	Reduced
474	Verition Fund Management Greenwich, Connecticut	$40M	+$21.2M	11	0.47%	Increased
475	Exencial Wealth Advisors Oklahoma City, Oklahoma	$40M	-$15.4M	2	1.94%	Reduced