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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	Independent Advisor Alliance Charlotte, North Carolina	$118M	+$46M	9	1.27%	Increased
477	SCM Sirios Capital Management Boston, Massachusetts	$118M	-$28.4M	2	14.35%	Reduced
478	VanEck Associates New York	$118M	+$22.6M	9	0.09%	Increased
479	Capitolis Liquid Global Markets New York	$117M	+$11.9M	4	0.75%	Increased
480	LMR Partners London, United Kingdom	$116M	+$102M	8	0.26%	Increased
481	Prime Capital Investment Advisors Overland Park, Kansas	$116M	+$21M	9	1.34%	Increased
482	Norinchukin Bank Tokyo, Japan	$114M	+$5.4M	5	1.34%	Increased
483	Generali Asset Management Trieste, Italy	$114M	-$1.61M	5	2.38%	Reduced
484	Cullen/Frost Bankers San Antonio, Texas	$114M	+$4.58M	12	1.29%	Increased
485	Caption Management Oklahoma City, Oklahoma	$113M	-$11.5M	5	0.66%	Reduced
486	Dodge & Cox San Francisco, California	$113M	-$7.05M	1	0.06%	Reduced
487	Shelton Capital Management Denver, Colorado	$112M	+$4.27M	10	2.46%	Increased
488	Sarasin & Partners London, United Kingdom	$111M	+$94.6M	1	1.36%	Increased
489	Hennessy Advisors Inc Novato, California	$111M	-$10.6M	2	4%	Reduced
490	Perfromance Wealth Partners Hinsdale, Illinois	$111M	+$20.4M	5	3.21%	Increased
491	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$110M	-$6.07M	4	0.96%	Reduced
492	CTC (Chicago Trading Company) Chicago, Illinois	$110M	+$121M	1	0.05%	New
493	Scotia Capital Toronto, Ontario, Canada	$108M	+$5.19M	9	0.44%	Increased
494	United Capital Financial Advisors Irving, Texas	$108M	-$1.42M	9	0.66%	Reduced
495	J. Safra Sarasin Holding	$108M	+$13.6M	9	1.84%	Increased
496	Trillium Asset Management Boston, Massachusetts	$107M	+$28.6M	7	3.56%	Increased
497	Cannell & Spears New York	$107M	-$907K	7	2.1%	Reduced
498	Huntington National Bank Columbus, Ohio	$106M	+$4.81M	21	0.58%	Increased
499	1SP 140 Summer Partners New York	$106M	-$12.2M	1	6.47%	Reduced
500	Freestone Grove Partners San Francisco, California	$106M	-$29.8M	8	0.75%	Reduced