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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	Sterling Capital Management Charlotte, North Carolina	$103M	-$5.44M	27	1.67%	Reduced
502	Cullen/Frost Bankers San Antonio, Texas	$102M	+$6.79M	13	1.13%	Increased
503	Crossmark Global Holdings Houston, Texas	$102M	+$19.6M	11	1.47%	Increased
504	Freestone Grove Partners San Francisco, California	$101M	-$45M	4	0.73%	Reduced
505	Rathbones Group Liverpool, United Kingdom	$101M	+$6.15M	7	0.39%	Increased
506	CCM Carronade Capital Management Darien, Connecticut	$101M	+$20.9M	1	1.37%	Increased
507	RBDF Robert B. Daugherty Foundation Omaha, Nebraska	$101M	+$102M	1	100%	New
508	Scotia Capital Toronto, Ontario, Canada	$99.8M	+$6.55M	7	0.4%	Increased
509	IHT Wealth Management Chicago, Illinois	$99.1M	+$53.4K	7	2.41%	Increased
510	Equitable Holdings New York	$98.5M	+$6.27M	5	0.67%	Increased
511	Brinker Capital Investments Berwyn, Pennsylvania	$98.4M	+$3.93M	11	0.72%	Increased
512	Frontier Capital Management Boston, Massachusetts	$98.3M	-$53.6M	5	1.04%	Reduced
513	SAM Scopus Asset Management New York	$98.1M	-$20M	9	1.6%	Reduced
514	Trillium Asset Management Boston, Massachusetts	$97.9M	-$40.8M	7	3%	Reduced
515	Moore Capital Management New York	$96.8M	-$48.6M	5	1.39%	Reduced
516	VCM Valiant Capital Management San Francisco, California	$96.1M	-$6.08M	2	5.44%	Reduced
517	Simplex Trading Chicago, Illinois	$95.4M	+$19.2M	21	0.05%	Increased
518	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$95.4M	-$1.31M	5	2.86%	Reduced
519	Illinois Municipal Retirement Fund Oak Brook, Illinois	$95.3M	+$3.65M	13	1.19%	Increased
520	Bartlett & Co Wealth Management Cincinnati, Ohio	$95M	+$7.03M	8	1.24%	Increased
521	J. Safra Sarasin Holding	$94.7M	+$14.9M	7	1.54%	Increased
522	Jump Financial Chicago, Illinois	$94.6M	+$37.6M	15	1.16%	Increased
523	Bradley Foster & Sargent Hartford, Connecticut	$93.9M	+$10.8M	6	1.38%	Increased
524	Atria Investments Charlotte, North Carolina	$93.8M	+$3.21M	14	1.07%	Increased
525	Envestnet Portfolio Solutions Chicago, Illinois	$93.8M	+$12.5M	11	0.33%	Increased