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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	R.M. Davis Inc Portland, Maine	$68.5M	-$1.32M	4	1.32%	Reduced
452	SG Americas Securities New York	$68.2M	-$99.3M	24	0.25%	Reduced
453	JSC J. Stern & Co London, United Kingdom	$67.9M	+$2.01M	1	7.24%	Increased
454	Woodline Partners San Francisco, California	$67.6M	+$27.3M	1	0.57%	Increased
455	NRS Neville Rodie & Shaw New York	$67.2M	-$2.43M	4	4.94%	Reduced
456	Carmignac Gestion Paris, France	$66.9M	+$60.6M	3	1.12%	Increased
457	Vaughan David Investments Peoria, Illinois	$66.8M	+$29.9K	2	1.54%	Increased
458	Aptus Capital Advisors Fairhope, Alabama	$66.7M	+$13.1M	6	1%	Increased
459	AG Avala Global New York	$66.5M	+$7.28M	1	4.38%	Increased
460	Heard Capital LLC Chicago, Illinois	$66M	-$792K	1	3.7%	Reduced
461	Ariel Investments Chicago, Illinois	$66M	-$3.73M	1	0.67%	Reduced
462	Chilton Investment Company Stamford, Connecticut	$65.8M	+$21.8M	2	1.72%	Increased
463	FFM FengHe Fund Management Singapore	$65.7M	+$55.5M	2	19.43%	New
464	Congress Wealth Management Boston, Massachusetts	$65.4M	+$1.1M	6	0.87%	Increased
465	AIM Anatole Investment Management Central, Hong Kong	$65.2M	-$430K	1	18.48%	Reduced
466	Railway Pension Investments London, United Kingdom	$65M	+$14.8M	4	0.78%	Increased
467	Advisors Asset Management Monument, Colorado	$64.7M	-$1.86M	16	1.19%	Reduced
468	Mizuho Securities USA New York	$64.5M	-$10.6M	5	1.39%	Reduced
469	SCM Sirios Capital Management Boston, Massachusetts	$64.4M	+$17.5M	2	11.4%	Increased
470	LMR Partners London, United Kingdom	$64.2M	+$31.9M	5	0.51%	Increased
471	Avantax Advisory Services Dallas, Texas	$64M	+$2.7M	13	0.42%	Increased
472	Algert Global San Francisco, California	$63.5M	+$4.99M	13	1.71%	Increased
473	Brinker Capital Investments Berwyn, Pennsylvania	$63.2M	-$685K	9	0.63%	Reduced
474	Orion Portfolio Solutions Omaha, Nebraska	$63.2M	-$685K	9	0.63%	Reduced
475	Sterling Capital Management Charlotte, North Carolina	$62.9M	+$55.4M	25	0.81%	New