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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
476	Vest Financial Mclean, Virginia	$154M	-$14.3M	8	1.62%	Reduced
477	Voleon Capital Management Berkeley, California	$154M	-$2.02M	13	2.8%	Reduced
478	UBV United Bank (Virginia) Vienna, Virginia	$154M	+$18.4K	3	18.02%	Increased
479	Hennessy Advisors Inc Novato, California	$153M	+$36.8M	6	4.88%	Increased
480	Capital International Los Angeles, California	$153M	+$10.1M	2	4.98%	Increased
481	Kennedy Capital Management St Louis, Missouri	$152M	-$45.9M	8	2.69%	Reduced
482	Perfromance Wealth Partners Hinsdale, Illinois	$151M	+$3.09M	5	3.76%	Increased
483	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$151M	+$131M	1	3.34%	New
484	Capula Management Grand Cayman, Cayman Islands	$151M	+$116M	5	0.54%	Increased
485	LSV Asset Management Chicago, Illinois	$150M	-$27.6M	5	0.27%	Reduced
486	Prime Capital Investment Advisors Overland Park, Kansas	$149M	+$5.84M	11	1.45%	Increased
487	Scotia Capital Toronto, Ontario, Canada	$149M	+$14.2M	9	0.56%	Increased
488	1SP 140 Summer Partners New York	$147M	+$8.92M	2	10.47%	Increased
489	J. Safra Sarasin Holding	$146M	+$56.4M	10	2.1%	Increased
490	ORIO Old Republic International (ORI) Chicago, Illinois	$146M	$0	2	5.46%	Maintained
491	RBDF Robert B. Daugherty Foundation Omaha, Nebraska	$144M	$0	1	100%	Maintained
492	Dodge & Cox San Francisco, California	$144M	-$6.44M	1	0.08%	Reduced
493	CloudAlpha Capital Management Hong Kong	$142M	+$52.4M	2	4.04%	Increased
494	Atria Investments Charlotte, North Carolina	$141M	-$5.17M	11	1.41%	Reduced
495	Mizuho Securities USA New York	$141M	+$30M	5	2.28%	Increased
496	Cullen/Frost Bankers San Antonio, Texas	$141M	+$2.46M	12	1.39%	Increased
497	Ninety One (UK) London, United Kingdom	$140M	+$24.7M	3	0.31%	Increased
498	Generali Asset Management Trieste, Italy	$140M	+$6.58M	6	2.53%	Increased
499	Aware Super Sydney, Australia	$140M	-$17.3M	3	1.98%	Reduced
500	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$140M	+$132M	1	2.41%	New