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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	TAMH Taikang Asset Management (HK) Hong Kong	$36.4M	$0	1	8.48%	Maintained
502	SCM Silvant Capital Management Atlanta, Georgia	$36.3M	-$1.07M	3	2.04%	Reduced
503	Encompass Capital Advisors New York	$36.3M	-$2.3M	1	2.12%	Reduced
504	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$36.2M	+$1.65M	4	0.91%	Increased
505	Metis Global Partners San Diego, California	$36.1M	+$1.5M	4	1.95%	Increased
506	Farmers & Merchants Investments Inc Lincoln, Nebraska	$36M	+$199K	13	1.36%	Increased
507	WhitTier Trust Company Reno, Nevada	$35.7M	+$257K	8	1.21%	Increased
508	LFDLE La Financiere de L'Echiquier Paris, France	$35.2M	+$579K	1	1.76%	Increased
509	TC Tsai Capital New York	$35.1M	+$77.8K	1	31.83%	Increased
510	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$34.8M	-$1.11M	14	0.34%	Reduced
511	Edmond de Rothschild Holding Chambesy, Switzerland	$34.6M	+$614K	6	0.68%	Increased
512	Bragg Financial Advisors Charlotte, North Carolina	$34.5M	-$4.97M	4	1.9%	Reduced
513	VWA Visionary Wealth Advisors O'fallon, Illinois	$34.5M	-$286K	4	2.76%	Reduced
514	SPWM Straight Path Wealth Management Jenison, Michigan	$34.5M	-$10.6K	1	23.66%	Reduced
515	Ethic Inc New York	$34.4M	-$2.89M	7	1.27%	Reduced
516	TA Trivest Advisors Hong Kong	$34.3M	+$19.2M	1	1.18%	Increased
517	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$34.3M	-$1.99M	4	4.15%	Reduced
518	Quantinno Capital Management New York	$34.1M	+$1.96M	10	1.95%	Increased
519	Bridgeway Capital Management Houston, Texas	$33.9M	+$2.39M	10	0.81%	Increased
520	OP Oslo Pensjonsforsikring Oslo,	$33.9M	-$2.89M	1	5.87%	Reduced
521	Synovus Financial Columbus, Georgia	$33.9M	-$708K	6	0.37%	Reduced
522	Perigon Wealth Management San Francisco, California	$33.8M	+$15.2M	4	1.33%	Increased
523	Hantz Financial Services Southfield, Michigan	$33.7M	+$1.53M	7	0.84%	Increased
524	CM Crestline Management Fort Worth, Texas	$33.6M	+$2.73M	2	3.51%	Increased
525	Voloridge Investment Management Jupiter, Florida	$33.4M	-$14.9M	5	0.16%	Reduced