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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	MAI Capital Management Independence, Ohio	$39.9M	-$11.3M	6	0.59%	Reduced
477	Advisory Services Network Atlanta, Georgia	$39.8M	+$4.39M	7	1.07%	Increased
478	Ferguson Wellman Capital Management Portland, Oregon	$39.6M	-$982K	3	0.97%	Reduced
479	SteelPeak Wealth Woodland Hills, California	$39.5M	-$6.97M	1	2.48%	Reduced
480	SCM Sandler Capital Management New York	$39.3M	-$29.3M	2	4.05%	Reduced
481	OAM Ophir Asset Management Sydney, Australia	$39.1M	+$9.69M	2	9.21%	Increased
482	iA Global Asset Management Quebec, Quebec, Canada	$39M	-$9.26M	3	1.03%	Reduced
483	RCW Rheos Capital Works Tokyo, Japan	$38.8M	-$1.75M	3	2.33%	Reduced
484	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$38.6M	-$543K	3	0.15%	Reduced
485	Gotham Asset Management New York	$38.6M	-$779K	13	0.8%	Reduced
486	KOC Koss-Olinger Consulting Gainesville, Florida	$38.6M	+$309K	3	5.7%	Increased
487	Profund Advisors Bethesda, Maryland	$38.6M	-$7.86M	6	2.13%	Reduced
488	Atria Investments Charlotte, North Carolina	$38.2M	-$562K	4	0.68%	Reduced
489	NCGI Next Century Growth Investors Plymouth, Minnesota	$38M	+$13.1M	3	4.14%	Increased
490	Banque Pictet & Cie Geneva 73, Switzerland	$37.8M	-$602M	3	0.45%	Reduced
491	Envestnet Portfolio Solutions Chicago, Illinois	$37.6M	+$38.7M	9	0.18%	New
492	Rathbones Group Liverpool, United Kingdom	$37.5M	+$14.8M	4	0.27%	Increased
493	SW SVB Wealth Boston, Massachusetts	$37.3M	-$4.74M	4	0.82%	Reduced
494	TA Trivest Advisors Hong Kong	$36.8M	+$4.11M	1	2.71%	Increased
495	Braun Stacey Associates New York	$36.7M	-$3.48M	2	1.79%	Reduced
496	CT Cambridge Trust Cambridge, Massachusetts	$36.7M	-$4.46M	5	1.69%	Reduced
497	Encompass Capital Advisors New York	$36.6M	+$20.1M	1	2.28%	Increased
498	NRS Neville Rodie & Shaw New York	$36.6M	-$213K	3	3.26%	Reduced
499	Quantinno Capital Management New York	$36.5M	+$4.19M	9	1.66%	Increased
500	SFM Stack Financial Management Whitefish, Montana	$36.5M	-$15.4M	1	4.25%	Reduced