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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	Avanza Fonder Stockholm, Sweden	$73.9M	+$3.07M	2	2.42%	Increased
452	Vaughan Nelson Investment Management Houston, Texas	$72.9M	-$197M	4	0.73%	Reduced
453	Tudor Investment Corp Stamford, Connecticut	$72.3M	-$10.3M	15	0.24%	Reduced
454	MIRAE ASSET SECURITIES (USA) INC. New York	$71.9M	+$75.6M	3	1.98%	Increased
455	WIM WIM Investment Management Hong Kong	$71.9M	$0	1	30%	Maintained
456	GAMCO Investors Greenwich, Connecticut	$71.8M	+$974K	9	0.79%	Increased
457	Eastern Bank Boston, Massachusetts	$71.8M	-$2.55M	7	1.41%	Reduced
458	Rokos Capital Management (UK) London, United Kingdom	$71.6M	+$90.1M	2	0.74%	New
459	Avantax Advisory Services Dallas, Texas	$71.5M	+$9.31M	14	0.43%	Increased
460	Ethic Inc New York	$70.6M	+$3.29M	9	1.43%	Increased
461	D.A. Davidson & Co Great Falls, Montana	$70.3M	-$931K	11	0.56%	Reduced
462	SCM Sirios Capital Management Boston, Massachusetts	$69.9M	+$5.93M	2	12.48%	Increased
463	Shelton Capital Management Denver, Colorado	$69.7M	+$3.15M	10	1.66%	Increased
464	Kovitz Investment Group Partners Chicago, Illinois	$69.3M	+$4.14M	8	0.35%	Increased
465	Carnegie Investment Counsel Pepper Pike, Ohio	$68.9M	+$12M	6	1.64%	Increased
466	AV Aspiring Ventures Cincinnati, Ohio	$68.6M	+$22.9M	2	38.12%	Increased
467	Congress Wealth Management Boston, Massachusetts	$67.2M	+$11.4M	8	0.81%	Increased
468	B. Metzler seel. Sohn & Co Frankfurt, Germany	$67.2M	+$7.13M	7	0.69%	Increased
469	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$66.9M	+$15.8M	2	4.82%	Increased
470	TC TownSquare Capital Provo, Utah	$66.1M	+$14.5M	12	0.7%	Increased
471	Kentucky Retirement Systems Frankfort, Kentucky	$65.9M	-$574K	5	2.01%	Reduced
472	River Road Asset Management Louisville, Kentucky	$65.9M	+$50.1M	2	0.9%	Increased
473	Huntington National Bank Columbus, Ohio	$65.8M	-$5.79M	20	0.48%	Reduced
474	Advisors Asset Management Monument, Colorado	$65.7M	+$5.57M	19	1.24%	Increased
475	Atreides Management Boston, Massachusetts	$65.6M	-$17.2M	2	1.99%	Reduced