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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	Braun Stacey Associates New York	$62.8M	-$22.2M	3	2.38%	Reduced
477	Epoch Investment Partners New York	$62.7M	-$2.95M	2	0.28%	Reduced
478	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$62.7M	-$977K	5	2.06%	Reduced
479	Maryland State Retirement & Pension System Baltimore, Maryland	$62.6M	-$18.5M	13	1.32%	Reduced
480	MAI Capital Management Independence, Ohio	$62.5M	-$3.92M	8	0.59%	Reduced
481	B. Metzler seel. Sohn & Co Frankfurt, Germany	$62.2M	+$10.2M	6	0.62%	Increased
482	NC Nightview Capital Austin, Texas	$62.2M	$0	1	48.41%	Maintained
483	Driehaus Capital Management Chicago, Illinois	$62.1M	-$26.3M	3	0.53%	Reduced
484	Moran Wealth Management Naples, Florida	$61.8M	-$4.29M	5	1.9%	Reduced
485	Walleye Capital New York	$61.5M	-$89M	19	0.13%	Reduced
486	Kestra Private Wealth Services Austin, Texas	$61.4M	+$4.12M	9	1.12%	Increased
487	LGT Group Foundation Vaduz, Liechtenstein	$61.3M	-$15.4M	6	1.01%	Reduced
488	Envestnet Portfolio Solutions Chicago, Illinois	$61.2M	+$4.78M	11	0.2%	Increased
489	WTA Washington Trust Advisors Wellesley, Massachusetts	$61M	+$889K	6	5.25%	Increased
490	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$60.9M	-$167K	6	5.11%	Reduced
491	Cartenna Capital Stamford, Connecticut	$60.8M	-$5.19M	1	2.38%	Reduced
492	TAM Thematics Asset Management Paris, France	$60.8M	+$6.21M	1	2.4%	Increased
493	TC TwinBeech Capital Purchase, New York	$60.3M	+$31.2M	7	1.15%	Increased
494	Atria Wealth Solutions New York	$60.2M	-$4.68M	11	0.65%	Reduced
495	Ferguson Wellman Capital Management Portland, Oregon	$60.2M	-$91.1K	4	1.17%	Reduced
496	Rakuten Investment Management Tokyo, Japan	$60.2M	+$13.3M	4	0.35%	Increased
497	TC TownSquare Capital Provo, Utah	$59.9M	+$8.27M	8	0.72%	Increased
498	Kovitz Investment Group Partners Chicago, Illinois	$59.3M	+$21.3M	7	0.42%	Increased
499	GF Greenhouse Funds Baltimore, Maryland	$58.9M	-$26.5M	2	2.26%	Reduced
500	YCM Yaupon Capital Management New York	$58.8M	-$22.8M	2	3.19%	Reduced