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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
501	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$138M	-$6.46M	11	0.31%	Reduced
502	SAM Scopus Asset Management New York	$138M	+$10.7M	8	1.94%	Increased
503	Coldstream Capital Management Bellevue, Washington	$137M	+$60.4M	14	1.72%	Increased
504	Waverly Advisors Birmingham, Alabama	$136M	+$46.4M	13	0.79%	Increased
505	Bartlett & Co Wealth Management Cincinnati, Ohio	$136M	+$2.07M	9	1.71%	Increased
506	Advisors Asset Management Monument, Colorado	$136M	-$27.6M	17	2.08%	Reduced
507	Norinchukin Bank Tokyo, Japan	$136M	+$2.38M	5	1.32%	Increased
508	Sterling Capital Management Charlotte, North Carolina	$135M	-$12.4M	29	2.29%	Reduced
509	Blackstone Inc New York	$135M	-$21.7M	10	0.35%	Reduced
510	Stratos Wealth Partners Beachwood, Ohio	$135M	-$18.8M	12	1.36%	Reduced
511	EFG International Zurich,	$135M	+$31.3M	11	2.47%	Increased
512	CET Clean Energy Transition London, United Kingdom	$134M	-$128M	2	9.32%	Reduced
513	UFM Ursa Fund Management Danville, California	$134M	+$128M	3	10.44%	New
514	Trillium Asset Management Boston, Massachusetts	$134M	-$52.3M	7	4.11%	Reduced
515	RB Robert Bosch Gerlingen Schillerhoehe, Germany	$133M	$0	1	80.6%	Maintained
516	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$132M	-$4.81M	4	1.01%	Reduced
517	Phoenix Financial Givatayim, Israel	$132M	+$80.1M	7	0.9%	Increased
518	United Capital Financial Advisors Irving, Texas	$132M	+$121K	10	0.73%	Increased
519	Illinois Municipal Retirement Fund Oak Brook, Illinois	$132M	+$4.81M	13	1.49%	Increased
520	Cannell & Spears New York	$130M	-$13.5M	8	2.32%	Reduced
521	GCM Gladstone Capital Management London, United Kingdom	$130M	-$32.7M	3	12.86%	Reduced
522	SCGE Management Menlo Park, California	$130M	-$25M	1	2.2%	Reduced
523	Huntington National Bank Columbus, Ohio	$129M	+$798K	22	0.63%	Increased
524	AHC Adell Harriman & Carpenter Houston, Texas	$129M	+$885K	4	6.6%	Increased
525	iA Global Asset Management Quebec, Quebec, Canada	$129M	-$12.7M	3	1.53%	Reduced