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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	Ferguson Wellman Capital Management Portland, Oregon	$27.5M	+$20.3M	3	0.72%	Increased
477	Pinnacle Associates New York	$27.3M	-$1.04M	6	0.6%	Reduced
478	Capital Fund Management (CFM) Paris, France	$27.3M	-$74M	4	0.18%	Reduced
479	Country Trust Bank Bloomington, Illinois	$27.2M	+$2.56M	3	0.81%	Increased
480	Steward Partners Investment Advisory New York	$27.1M	-$18.2M	19	0.46%	Reduced
481	Encompass Capital Advisors New York	$27M	+$6.16M	2	1.05%	Increased
482	HA HHLR Advisors Grand Cayman, Cayman Islands	$26.7M	-$30.7M	1	0.56%	Reduced
483	Marex Group London,	$26.7M	+$41.4M	1	3.79%	New
484	NIM Northeast Investment Management Boston, Massachusetts	$26.4M	+$1.68M	2	1.68%	Increased
485	Norinchukin Bank Tokyo, Japan	$26.3M	-$6.26M	2	0.57%	Reduced
486	PA Pantechnicon Advisors London, United Kingdom	$26.3M	+$25.7M	2	14.09%	New
487	Tower Research Capital (TRC) New York	$26.2M	-$70.2M	37	1.09%	Reduced
488	AWA Artemis Wealth Advisors New York	$26.2M	-$22.2M	1	7.97%	Reduced
489	Synovus Financial Columbus, Georgia	$26.1M	+$4.02M	6	0.3%	Increased
490	Illinois Municipal Retirement Fund Oak Brook, Illinois	$26M	-$5.58M	7	0.58%	Reduced
491	Meyer Handelman Company Rye Brook, New York	$25.9M	+$65K	3	1.08%	Increased
492	DRP Decade Renewable Partners Houston, Texas	$25.4M	+$30.5M	3	9.49%	New
493	Vanguard Personalized Indexing Management Oakland, California	$25.2M	-$5.21M	8	1.04%	Reduced
494	New Mexico Educational Retirement Board Santa Fe, New Mexico	$25.1M	-$1.88M	8	1.35%	Reduced
495	AAM Ardevora Asset Management London, United Kingdom	$25M	-$38.6M	2	0.43%	Reduced
496	DAM Delta Asset Management Memphis, Tennessee	$25M	+$199K	5	2.72%	Increased
497	Lido Advisors Los Angeles, California	$25M	+$6.47M	4	0.3%	Increased
498	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$24.8M	-$32.6M	9	0.43%	Reduced
499	Farmers & Merchants Investments Inc Lincoln, Nebraska	$24.6M	+$1.55M	13	1.01%	Increased
500	VWA Visionary Wealth Advisors O'fallon, Illinois	$24.6M	-$180K	3	2.27%	Reduced