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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	SCM Scopia Capital Management New York	$38.9M	+$172K	1	4.81%	Increased
502	Altimeter Capital Management Boston, Massachusetts	$38.9M	+$37.2M	1	0.65%	New
503	WhitTier Trust Company Reno, Nevada	$38.9M	+$101K	9	1.25%	Increased
504	OP Oslo Pensjonsforsikring Oslo,	$38.7M	$0	1	6.17%	Maintained
505	Atria Investments Charlotte, North Carolina	$38.7M	-$1.36M	3	0.6%	Reduced
506	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$38.1M	-$974K	4	0.91%	Reduced
507	AHC Adell Harriman & Carpenter Houston, Texas	$38.1M	+$1.93M	3	3.53%	Increased
508	Credit Agricole Montrouge Cedex, France	$37.9M	-$23.4M	6	0.43%	Reduced
509	Jupiter Asset Management London, United Kingdom	$37.8M	-$2.86M	1	0.37%	Reduced
510	Rathbones Group Liverpool, United Kingdom	$37.4M	-$728K	3	0.24%	Reduced
511	DAM Delta Asset Management Memphis, Tennessee	$37.4M	-$618K	5	3.56%	Reduced
512	WM WS Management Jacksonville, Florida	$37.4M	+$4.85M	1	2.22%	Increased
513	KCMH Keywise Capital Management (HK) Hong Kong	$37.4M	+$35.7M	1	6.14%	New
514	VanEck Associates New York	$37.1M	+$2.79M	11	0.07%	Increased
515	Stratos Wealth Partners Beachwood, Ohio	$36.9M	+$4.68M	8	0.69%	Increased
516	CT Cambridge Trust Cambridge, Massachusetts	$36.8M	-$4.04M	4	1.53%	Reduced
517	Stephens Inc Little Rock, Arkansas	$36.7M	+$759K	6	0.63%	Increased
518	BCM Bornite Capital Management New York	$36.5M	-$34.4M	1	8.55%	Reduced
519	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$36.5M	+$7.6M	5	0.77%	Increased
520	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$36.5M	+$5.56M	6	2.35%	Increased
521	Meyer Handelman Company Rye Brook, New York	$36.5M	-$594K	3	1.42%	Reduced
522	NPIC Neumeier Poma Investment Counsel Carmel, California	$36.3M	+$12.1M	1	3.24%	Increased
523	ZCM Ziegler Capital Management Chicago, Illinois	$36.1M	-$11.2M	7	1.64%	Reduced
524	SC Strategy Capital Los Altos, California	$35.9M	+$34.4M	1	3.91%	New
525	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$35.9M	+$4.21M	7	0.97%	Increased