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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	Quantinno Capital Management New York	$42.8M	+$4.64M	9	1.5%	Increased
477	SW SVB Wealth Boston, Massachusetts	$42.6M	+$2.94M	5	1.04%	Increased
478	Connectus Wealth Cincinnati, Ohio	$42.5M	+$6.14M	3	0.87%	Increased
479	CP Cumberland Partners Toronto, Ontario, Canada	$42.5M	-$401K	2	3.89%	Reduced
480	Aquatic Capital Management Chicago, Illinois	$42.1M	+$9.95M	9	1.07%	Increased
481	CA Cornerstone Advisors Asheville, North Carolina	$41.7M	-$2.56M	2	1.83%	Reduced
482	SFM Stack Financial Management Whitefish, Montana	$41.2M	-$761K	1	4.66%	Reduced
483	SoftBank Group Tokyo, Japan	$41M	$0	1	0.22%	Maintained
484	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$40.7M	-$1.16M	3	0.14%	Reduced
485	NIM Northeast Investment Management Boston, Massachusetts	$40.7M	-$212K	2	2.18%	Reduced
486	LPU Lansdowne Partners (UK) London, United Kingdom	$40.3M	-$9.79M	1	2.96%	Reduced
487	PEAK6 Investments Chicago, Illinois	$40.1M	+$34.4M	8	0.15%	Increased
488	CM Cercano Management Bellevue, Washington	$39.9M	+$16.9M	1	1.32%	Increased
489	VWA Visionary Wealth Advisors O'fallon, Illinois	$39.9M	+$2.57M	4	2.93%	Increased
490	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$39.8M	-$2.73M	1	13.9%	Reduced
491	Envestnet Portfolio Solutions Chicago, Illinois	$39.7M	-$667K	9	0.16%	Reduced
492	Ameritas Investment Partners Lincoln, Nebraska	$39.6M	-$2.28M	27	1.45%	Reduced
493	Brinker Capital Investments Berwyn, Pennsylvania	$39.5M	-$2.32M	6	0.46%	Reduced
494	Orion Portfolio Solutions Omaha, Nebraska	$39.5M	-$2.32M	6	0.46%	Reduced
495	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$39.4M	+$36.9M	10	0.7%	New
496	Kornitzer Capital Management Shawnee Mission, Kansas	$39.3M	-$7.83M	5	0.76%	Reduced
497	Braun Stacey Associates New York	$39.2M	-$2.6M	2	1.75%	Reduced
498	Railway Pension Investments London, United Kingdom	$39.1M	+$309K	3	0.4%	Increased
499	CAM ClariVest Asset Management San Diego, California	$39.1M	-$7.47M	9	2.17%	Reduced
500	HCS Himension Capital (Singapore) Singapore	$39M	-$10.2M	1	3.54%	Reduced