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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
526	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$129M	-$2.46M	10	0.88%	Reduced
527	Integrated Wealth Concepts Waltham, Massachusetts	$128M	+$14.4M	14	0.84%	Increased
528	Jefferies Financial Group New York	$128M	+$38.4M	15	0.84%	Increased
529	Park Avenue Securities New York	$128M	+$22.1M	16	0.8%	Increased
530	Union Bancaire Privee Geneva 1, Switzerland	$127M	+$18M	6	1.39%	Increased
531	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$127M	+$94.8M	1	3.92%	Increased
532	KI Kapitalo Investimentos Sao Paulo, Brazil	$126M	+$119M	1	8.01%	New
533	NIM Northeast Investment Management Boston, Massachusetts	$126M	+$4.29M	4	4.64%	Increased
534	Davis Selected Advisers Tucson, Arizona	$126M	-$5.8M	1	0.54%	Reduced
535	SCM Silvant Capital Management Atlanta, Georgia	$125M	-$8.85M	5	3.65%	Reduced
536	Shelton Capital Management Denver, Colorado	$125M	-$4.36M	12	2.31%	Reduced
537	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$125M	+$23M	5	1.35%	Increased
538	TCIM TOMS Capital Investment Management New York	$124M	+$114M	1	2.66%	New
539	Avanza Fonder Stockholm, Sweden	$121M	+$14.8M	4	2.64%	Increased
540	Third Point New York	$121M	-$11.5M	1	2.58%	Reduced
541	Apollon Wealth Management Mount Pleasant, South Carolina	$120M	+$9.93M	14	1.45%	Increased
542	Carnegie Investment Counsel Pepper Pike, Ohio	$120M	-$41.6M	7	2.39%	Reduced
543	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$119M	-$42.5M	3	3.72%	Reduced
544	Sarasin & Partners London, United Kingdom	$119M	-$26M	1	1.39%	Reduced
545	SBI Securities Tokyo, Japan	$118M	+$358K	38	2.69%	Increased
546	Cresset Asset Management Chicago, Illinois	$118M	+$10.1M	13	0.43%	Increased
547	Brevan Howard Capital Management St. Helier, Jersey	$118M	-$405M	17	0.87%	Reduced
548	Hawk Ridge Capital Management Los Angeles, California	$118M	+$41.8M	2	3.78%	Increased
549	YCM Yaupon Capital Management New York	$118M	+$76.5M	3	2.32%	Increased
550	NIM NXG Investment Management Dallas, Texas	$117M	+$3.17M	4	5.25%	Increased