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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	Atria Investments Charlotte, North Carolina	$54.2M	+$3.8M	10	0.69%	Increased
527	SAM Securian Asset Management St Paul, Minnesota	$53.9M	-$801K	10	1.64%	Reduced
528	Crossmark Global Holdings Houston, Texas	$53.7M	+$1.05M	11	0.95%	Increased
529	AIP ARS Investment Partners New York	$53.6M	-$29K	6	4.85%	Reduced
530	Riverbridge Partners Minneapolis, Minnesota	$53.3M	-$2.47M	1	0.85%	Reduced
531	OFI Invest Asset Management Paris, France	$53.1M	+$30.5M	3	1.4%	Increased
532	MDSL M.D. Sass LLC New York	$52.7M	+$59.9M	1	4.64%	New
533	Erste Asset Management Vienna, Austria	$52.6M	+$6.16M	8	0.67%	Increased
534	Dodge & Cox San Francisco, California	$52.4M	-$2.65M	1	0.03%	Reduced
535	&Partners Nashville, Tennessee	$52.4M	+$16.6M	11	0.56%	Increased
536	Gulf International Bank (UK) London, United Kingdom	$52.3M	-$22.9M	4	1.8%	Reduced
537	New Mexico Educational Retirement Board Santa Fe, New Mexico	$52M	-$893K	10	1.86%	Reduced
538	Atria Wealth Solutions New York	$52M	-$9.85M	8	0.63%	Reduced
539	Ferguson Wellman Capital Management Portland, Oregon	$51.8M	-$335K	5	1.01%	Reduced
540	Clear Street New York	$51.8M	+$66.7M	1	0.46%	New
541	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$51.8M	+$12.2M	3	1.24%	Increased
542	Scotia Capital Toronto, Ontario, Canada	$51.8M	-$4.02M	6	0.28%	Reduced
543	Tower Research Capital (TRC) New York	$51.7M	-$24.2M	33	1.54%	Reduced
544	Rathbones Group Liverpool, United Kingdom	$51.6M	-$5.56M	6	0.25%	Reduced
545	Eisler Capital Management London, United Kingdom	$51.3M	+$46.2M	5	0.36%	Increased
546	WTA Washington Trust Advisors Wellesley, Massachusetts	$51.1M	-$787K	5	4.54%	Reduced
547	Engineers Gate Manager New York	$50.9M	+$27.5M	17	0.86%	Increased
548	Freestone Grove Partners San Francisco, California	$50.7M	-$2.4M	3	0.52%	Reduced
549	Vinva Investment Management Sydney, Australia	$50.7M	+$5.59M	5	2.01%	Increased
550	Vaughan David Investments Peoria, Illinois	$50.2M	-$2.31M	1	1.17%	Reduced