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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	Banque Pictet & Cie Geneva 73, Switzerland	$91M	+$43.2M	3	0.61%	Increased
452	B. Metzler seel. Sohn & Co Frankfurt, Germany	$91M	+$544K	7	0.94%	Increased
453	J. Safra Sarasin Holding	$90.9M	+$42.9M	5	1.54%	Increased
454	Sterling Capital Management Charlotte, North Carolina	$90.7M	+$4.85M	26	1.24%	Increased
455	SCA Southpoint Capital Advisors New York	$90.5M	+$94.5M	1	2.12%	New
456	Capitolis Liquid Global Markets New York	$89.9M	+$52.6M	1	0.88%	Increased
457	Avantax Advisory Services Dallas, Texas	$89.5M	+$4.48M	16	0.56%	Increased
458	Kovitz Investment Group Partners Chicago, Illinois	$89.3M	-$1.77M	8	0.44%	Reduced
459	PFM Privium Fund Management Amsterdam, Netherlands	$88.8M	+$1.29M	1	20.1%	Increased
460	MAI Capital Management Independence, Ohio	$87.8M	+$11M	19	0.65%	Increased
461	Atria Wealth Solutions New York	$87.8M	+$1.78M	10	0.96%	Increased
462	Fort Washington Investment Advisors Cincinnati, Ohio	$87.8M	-$11.5M	4	0.52%	Reduced
463	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$87.7M	-$1.05M	5	2.87%	Reduced
464	US UNICOM Systems Las Vegas, Nevada	$87M	+$69.3M	1	21.14%	New
465	Metis Global Partners San Diego, California	$86.7M	+$4.55M	5	2.61%	Increased
466	Moore Capital Management New York	$86.5M	+$27.2M	4	0.99%	Increased
467	Kestra Private Wealth Services Austin, Texas	$86.3M	+$221K	8	1.47%	Increased
468	Riverbridge Partners Minneapolis, Minnesota	$86M	-$2.46M	1	1.17%	Reduced
469	Van Berkom & Associates Montreal, Quebec, Canada	$85.8M	-$19.7M	1	2.55%	Reduced
470	Capital Advisors Inc Tulsa, Oklahoma	$85.6M	-$14.1M	3	1.71%	Reduced
471	Chilton Capital Management Houston, Texas	$84.6M	-$741K	5	3.55%	Reduced
472	Harvest Fund Management Beijing, China	$84.4M	+$11.1M	9	3.91%	Increased
473	AG Avala Global New York	$83.6M	-$2.03M	1	5.21%	Reduced
474	Maryland State Retirement & Pension System Baltimore, Maryland	$83.3M	-$3.07M	14	1.8%	Reduced
475	Jones Financial Companies Des Peres, Missouri	$82.7M	+$24M	25	0.08%	Increased