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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	DSAM Dock Street Asset Management Palm Beach, Florida	$35.9M	+$216K	1	5.6%	Increased
527	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$35.6M	+$1.12M	1	17.73%	Increased
528	Bridgeway Capital Management Houston, Texas	$35.3M	+$6.85M	10	0.76%	Increased
529	Scotia Capital Toronto, Ontario, Canada	$35.3M	+$4.35M	5	0.23%	Increased
530	Farmers & Merchants Investments Inc Lincoln, Nebraska	$35.3M	+$118K	13	1.29%	Increased
531	Advisors Capital Management Ridgewood, New Jersey	$35.1M	+$1.47M	2	0.71%	Increased
532	MLICM Metropolitan Life Insurance Company (MetLife) New York	$35M	+$186K	19	1.65%	Increased
533	Chilton Investment Company Stamford, Connecticut	$34.9M	+$6.52M	1	1.03%	Increased
534	BWP Balboa Wealth Partners Scottsdale, Arizona	$34.7M	-$462K	2	11.54%	Reduced
535	OAM Ophir Asset Management Sydney, Australia	$34.7M	-$7.88M	2	6.89%	Reduced
536	CIA CCM Investment Advisers Columbia, South Carolina	$34.6M	-$225K	2	4.25%	Reduced
537	Associated Banc-Corp Green Bay, Wisconsin	$34.5M	-$406K	3	1.2%	Reduced
538	TAMH Taikang Asset Management (HK) Hong Kong	$34.5M	$0	1	6.53%	Maintained
539	Sequoia Financial Advisors Akron, Ohio	$34.5M	+$13.1M	7	0.43%	Increased
540	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$34.5M	-$3.39M	1	0.48%	Reduced
541	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$34.1M	+$3.05M	4	1.53%	Increased
542	GAMH Greenwoods Asset Management (HK) Hong Kong	$34M	$0	2	1.22%	Maintained
543	SAM Shell Asset Management The Hague, Netherlands	$34M	-$6.83M	10	1.57%	Reduced
544	Cubist Systematic Strategies Stamford, Connecticut	$33.7M	-$24.2M	14	0.22%	Reduced
545	NPF Norris Perne & French Grand Rapids, Michigan	$33.7M	+$2.76M	1	2.6%	Increased
546	Independent Advisor Alliance Charlotte, North Carolina	$33.3M	+$1.85M	3	1.2%	Increased
547	SteelPeak Wealth Woodland Hills, California	$33.1M	-$5.9M	1	1.91%	Reduced
548	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$32.9M	-$159K	4	3.79%	Reduced
549	Vident Advisory Alpharetta, Georgia	$32.9M	+$11.9M	9	0.83%	Increased
550	SPWM Straight Path Wealth Management Jenison, Michigan	$32.8M	+$27.8K	1	19.21%	Increased