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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	FM Freemont Management Vaud, Switzerland	$32.8M	+$16.6M	4	3.97%	Increased
527	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$32.8M	+$1.57M	7	0.86%	Increased
528	CIA CCM Investment Advisers Columbia, South Carolina	$32.7M	+$709K	2	4.39%	Increased
529	ING Group Amsterdam, Netherlands	$32.6M	+$9.31M	3	0.25%	Increased
530	JCM Jag Capital Management St Louis, Missouri	$32.2M	+$1.79M	3	3.73%	Increased
531	First National Bank of Omaha Omaha, Nebraska	$32.2M	-$2.42M	5	1.85%	Reduced
532	Stephens Inc Little Rock, Arkansas	$32.1M	+$145K	6	0.58%	Increased
533	AHC Adell Harriman & Carpenter Houston, Texas	$32M	+$124K	3	3.26%	Increased
534	DAM Delta Asset Management Memphis, Tennessee	$32M	+$168K	5	3.18%	Increased
535	Independent Advisor Alliance Charlotte, North Carolina	$31.9M	+$4.35M	4	1.41%	Increased
536	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$31.8M	-$305K	4	0.31%	Reduced
537	Country Trust Bank Bloomington, Illinois	$31.7M	-$3.59M	3	0.86%	Reduced
538	Connectus Wealth Cincinnati, Ohio	$31.6M	+$1.83M	2	0.73%	Increased
539	EP Edgestream Partners Princeton, New Jersey	$31.5M	-$321K	5	2.85%	Reduced
540	Oppenheimer Asset Management New York	$31.3M	-$1.82M	6	0.46%	Reduced
541	Meyer Handelman Company Rye Brook, New York	$31.2M	-$670K	3	1.26%	Reduced
542	Aristotle Atlantic Partners Sarasota, Florida	$31.2M	+$5.6M	2	1.17%	Increased
543	OAM Ophir Asset Management Sydney, Australia	$31.1M	-$11.4M	2	6.48%	Reduced
544	GCM Goldstream Capital Management Central, Hong Kong	$31.1M	-$9.29M	1	22.3%	Reduced
545	SLM Snow Lake Management Menlo Park, California	$31.1M	-$4.52M	1	25%	Reduced
546	Walleye Capital New York	$31M	-$18.3M	10	0.11%	Reduced
547	Scotia Capital Toronto, Ontario, Canada	$31M	-$1.78M	5	0.21%	Reduced
548	Andra AP-fonden Goteborg, Sweden	$30.2M	+$7.46M	4	0.76%	Increased
549	Mission Wealth Management Santa Barbara, California	$29.7M	+$818K	3	1.12%	Increased
550	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$29.6M	-$3.14M	5	9.46%	Reduced