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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	Illinois Municipal Retirement Fund Oak Brook, Illinois	$59.2M	+$8.58M	14	0.86%	Increased
502	Kinetic Partners Management Miami, Florida	$59.1M	-$4.64M	2	4.24%	Reduced
503	NRS Neville Rodie & Shaw New York	$59M	-$192K	4	4.62%	Reduced
504	Norinchukin Bank Tokyo, Japan	$59M	+$16.4M	5	1.08%	Increased
505	RIA RPG Investment Advisory Pleasanton, California	$58.6M	+$44M	3	4.2%	Increased
506	Jupiter Asset Management London, United Kingdom	$58.4M	+$9.1M	2	0.56%	Increased
507	Parnassus Investments San Francisco, California	$58.4M	+$68.3M	2	0.14%	New
508	JC Joho Capital New York	$58.2M	-$5.33M	1	10.06%	Reduced
509	Sterling Capital Management Charlotte, North Carolina	$58M	-$8.66M	26	0.9%	Reduced
510	Advisory Services Network Atlanta, Georgia	$57.5M	+$3.02M	10	1.11%	Increased
511	JLBC J.L. Bainbridge & Co Sarasota, Florida	$57.5M	-$6.52M	3	5.77%	Reduced
512	PFM Privium Fund Management Amsterdam, Netherlands	$57.4M	$0	1	14.96%	Maintained
513	Jump Financial Chicago, Illinois	$57.2M	-$32.8M	10	0.75%	Reduced
514	Saturna Capital Bellingham, Washington	$57.2M	+$21.5M	2	0.86%	Increased
515	SPT Siemens Pension Trust Munich Germany, Germany	$57M	$0	1	100%	Maintained
516	AAM AMI Asset Management Los Angeles, California	$56.9M	-$2.04M	2	3.33%	Reduced
517	R.M. Davis Inc Portland, Maine	$56.3M	+$1.14M	5	1.13%	Increased
518	Chilton Investment Company Stamford, Connecticut	$55.5M	+$2.61M	1	1.35%	Increased
519	TC TwinBeech Capital Purchase, New York	$55.3M	+$20.7M	8	1%	Increased
520	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$55.3M	-$11M	3	6.43%	Reduced
521	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$55.2M	+$2.38M	6	4.43%	Increased
522	Pinnacle Associates New York	$55M	+$3.67M	7	0.81%	Increased
523	Stephens Investment Management Group Houston, Texas	$55M	-$23.6M	2	0.79%	Reduced
524	IHT Wealth Management Chicago, Illinois	$54.5M	+$53.4M	7	1.7%	Increased
525	J. Safra Sarasin Holding	$54.3M	-$12.5M	7	0.98%	Reduced