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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	Chilton Capital Management Houston, Texas	$70.2M	-$11.2M	3	2.56%	Reduced
527	Envestnet Portfolio Solutions Chicago, Illinois	$70M	+$10.3M	10	0.26%	Increased
528	Jump Financial Chicago, Illinois	$69.9M	+$2.53M	14	0.76%	Increased
529	iA Global Asset Management Quebec, Quebec, Canada	$69.7M	-$5.97M	3	1.05%	Reduced
530	LA LM Advisors San Diego, California	$69.4M	+$59.7M	2	8.93%	Increased
531	IHT Wealth Management Chicago, Illinois	$69.4M	+$1.49M	6	1.91%	Increased
532	Cannell & Spears New York	$69.2M	+$901K	5	1.4%	Increased
533	AHC Adell Harriman & Carpenter Houston, Texas	$69.2M	-$388K	3	4.59%	Reduced
534	YCM Yaupon Capital Management New York	$69M	-$4.94M	3	3.1%	Reduced
535	SAM Securian Asset Management St Paul, Minnesota	$68.6M	-$840K	10	1.96%	Reduced
536	Engineers Gate Manager New York	$68.5M	+$3.65M	16	0.85%	Increased
537	Ariel Investments Chicago, Illinois	$68.4M	+$8.44M	1	0.78%	Increased
538	Atria Investments Charlotte, North Carolina	$68.4M	-$1.31M	12	0.81%	Reduced
539	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$68.2M	+$270K	3	1.46%	Increased
540	Parnassus Investments San Francisco, California	$68.2M	-$3.93M	2	0.16%	Reduced
541	J. Safra Sarasin Holding	$67.4M	-$4.03M	9	1.16%	Reduced
542	CA Cornerstone Advisors Asheville, North Carolina	$67.2M	+$6.16M	3	2.31%	Increased
543	Illinois Municipal Retirement Fund Oak Brook, Illinois	$67.2M	-$7M	13	0.91%	Reduced
544	Maryland State Retirement & Pension System Baltimore, Maryland	$67M	+$2.48M	14	1.47%	Increased
545	Stephens Investment Management Group Houston, Texas	$67M	-$957K	2	0.88%	Reduced
546	New Mexico Educational Retirement Board Santa Fe, New Mexico	$66.9M	$0	10	2.18%	Maintained
547	Vaughan David Investments Peoria, Illinois	$66.6M	+$622K	4	1.49%	Increased
548	AOI Auto-Owners Insurance Lansing, Michigan	$66.5M	+$38.6M	1	1.48%	Increased
549	GF Greenhouse Funds Baltimore, Maryland	$66.1M	+$10.8M	1	2.73%	Increased
550	Moran Wealth Management Naples, Florida	$66M	-$2.29M	7	2.04%	Reduced