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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	RCM Ratan Capital Management Miami Beach, Florida	$70.4M	+$56.1M	1	10.8%	New
527	WC Wexford Capital West Palm Beach, Florida	$69.7M	+$3.06M	5	11.13%	Increased
528	BCM Bornite Capital Management New York	$69.5M	-$26.5M	3	9.34%	Reduced
529	Profund Advisors Bethesda, Maryland	$69.4M	-$2.57M	9	2.53%	Reduced
530	Adams Diversified Equity Fund Baltimore, Maryland	$69M	$0	2	2.61%	Maintained
531	Stratos Wealth Partners Beachwood, Ohio	$69M	+$625K	9	0.97%	Increased
532	Vinva Investment Management Sydney, Australia	$68.6M	+$3.92M	5	2.61%	Increased
533	Erste Asset Management Vienna, Austria	$68.4M	+$5.31M	8	0.84%	Increased
534	R.M. Davis Inc Portland, Maine	$68M	-$1.42M	4	1.33%	Reduced
535	Norinchukin Bank Tokyo, Japan	$67.9M	+$3.15M	5	1.44%	Increased
536	Dai-ichi Life Insurance Company Tokyo, Japan	$67.9M	-$4.12M	5	1.88%	Reduced
537	JSC J. Stern & Co London, United Kingdom	$67.9M	-$165K	1	6.4%	Reduced
538	Capricorn Investment Group Palo Alto, California	$67.8M	-$9.14M	1	12.72%	Reduced
539	Pinnacle Associates New York	$66.9M	-$2.65M	8	0.91%	Reduced
540	SteelPeak Wealth Woodland Hills, California	$66.4M	-$9.31M	5	2.69%	Reduced
541	SCA Snowden Capital Advisors New York	$66.2M	+$369K	9	2.06%	Increased
542	SCM Suvretta Capital Management New York	$66.1M	-$9.72M	1	2.25%	Reduced
543	Ferguson Wellman Capital Management Portland, Oregon	$65.9M	+$1.77M	4	1.26%	Increased
544	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$65.6M	+$2.45M	6	5.12%	Increased
545	Exchange Traded Concepts Oklahoma City, Oklahoma	$65.6M	-$6.2M	8	1.3%	Reduced
546	Sequoia Financial Advisors Akron, Ohio	$65.4M	+$3.11M	9	0.63%	Increased
547	Chilton Investment Company Stamford, Connecticut	$64.9M	-$1.04M	2	1.67%	Reduced
548	Railway Pension Investments London, United Kingdom	$64.8M	+$143K	4	0.86%	Increased
549	Jefferies Financial Group New York	$64.7M	+$7.12M	9	0.39%	Increased
550	PI PFG Investments Woodbury, New York	$64.6M	+$2.87M	9	4.02%	Increased