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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	JLBC J.L. Bainbridge & Co Sarasota, Florida	$76.2M	-$28.4M	4	7.08%	Reduced
502	SAM Scopus Asset Management New York	$76.1M	-$7.27M	7	1.81%	Reduced
503	Advisors Asset Management Monument, Colorado	$76M	+$4.87M	18	1.4%	Increased
504	TAMH Taikang Asset Management (HK) Hong Kong	$75.9M	-$5.25M	3	11.15%	Reduced
505	Crossmark Global Holdings Houston, Texas	$75.6M	+$2.93M	11	1.38%	Increased
506	TIAA Trust, National Association Charlotte, North Carolina	$75.5M	-$19.2M	7	0.23%	Reduced
507	Scotia Capital Toronto, Ontario, Canada	$75.5M	+$13.6M	8	0.4%	Increased
508	New Mexico Educational Retirement Board Santa Fe, New Mexico	$75.1M	-$1.43M	10	2.52%	Reduced
509	Brinker Capital Investments Berwyn, Pennsylvania	$74.3M	-$3.43M	9	0.74%	Reduced
510	Orion Portfolio Solutions Omaha, Nebraska	$74.3M	-$3.43M	9	0.74%	Reduced
511	VCM Valiant Capital Management San Francisco, California	$74.3M	+$34.6M	2	4.71%	Increased
512	Rathbones Group Liverpool, United Kingdom	$74.2M	-$997K	5	0.36%	Reduced
513	First Financial Bankshares Abilene, Texas	$73.9M	+$523K	2	1.6%	Increased
514	Kinetic Partners Management Miami, Florida	$73.4M	-$29.6M	2	4.84%	Reduced
515	TAM Titleist Asset Management San Antonio, Texas	$73.2M	-$6.84M	3	8.39%	Reduced
516	AAM AMI Asset Management Los Angeles, California	$73.1M	-$1.21M	2	3.89%	Reduced
517	OMERS Administration Corp Toronto, Ontario, Canada	$73M	+$2.99M	9	0.64%	Increased
518	Illinois Municipal Retirement Fund Oak Brook, Illinois	$72.6M	+$4.58M	14	1.03%	Increased
519	NRS Neville Rodie & Shaw New York	$72.5M	+$1.32M	5	5.29%	Increased
520	Independent Advisor Alliance Charlotte, North Carolina	$72.4M	+$11.3M	6	0.96%	Increased
521	Congress Wealth Management Boston, Massachusetts	$72.3M	+$5.44M	7	0.99%	Increased
522	Phoenix Financial Givatayim, Israel	$72M	+$52.5M	3	0.98%	Increased
523	Atria Investments Charlotte, North Carolina	$71.9M	+$2.97M	10	0.89%	Increased
524	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$71M	+$2.46M	4	0.75%	Increased
525	SCM Sirios Capital Management Boston, Massachusetts	$70.8M	-$9.17M	2	12.71%	Reduced