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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	SCA Snowden Capital Advisors New York	$93.5M	+$5.88M	11	2.42%	Increased
527	VanEck Associates New York	$93.5M	+$17.8M	10	0.08%	Increased
528	Whittier Trust South Pasadena, California	$93.1M	+$20.6M	9	1.01%	Increased
529	Tower Research Capital (TRC) New York	$92.9M	+$57.7M	34	2.25%	Increased
530	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$92.8M	+$16M	4	0.8%	Increased
531	Advisory Services Network Atlanta, Georgia	$92.5M	-$2.44M	11	1.31%	Reduced
532	Park Avenue Securities New York	$92.4M	+$11.7M	14	0.78%	Increased
533	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$92.3M	+$97.5M	8	0.7%	New
534	Dai-ichi Life Insurance Company Tokyo, Japan	$92.1M	-$3.96M	5	2.37%	Reduced
535	Hennessy Advisors Inc Novato, California	$92.1M	-$5.15M	2	3.27%	Reduced
536	Ancora Advisors Cleveland, Ohio	$90.9M	-$4.8M	17	1.87%	Reduced
537	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$90.3M	+$979K	5	9.7%	Increased
538	Dodge & Cox San Francisco, California	$90.3M	-$9.46M	1	0.05%	Reduced
539	Metis Global Partners San Diego, California	$90M	-$5.82M	5	2.13%	Reduced
540	Prime Capital Investment Advisors Overland Park, Kansas	$89.4M	+$6.54M	9	1.09%	Increased
541	Maryland State Retirement & Pension System Baltimore, Maryland	$89.2M	+$1.54M	15	1.84%	Increased
542	Davis Selected Advisers Tucson, Arizona	$89.2M	+$17.6M	1	0.4%	Increased
543	CIP Champlain Investment Partners Burlington, Vermont	$89.2M	-$206M	2	0.9%	Reduced
544	OHIF Oriental Harbor Investment Fund Hong Kong	$89M	$0	1	6.77%	Maintained
545	Ninety One (UK) London, United Kingdom	$88M	+$66.9M	2	0.19%	Increased
546	Vest Financial Mclean, Virginia	$87.5M	+$23.5M	8	1.11%	Increased
547	Cannell & Spears New York	$87.2M	+$6.38M	7	1.63%	Increased
548	New Mexico Educational Retirement Board Santa Fe, New Mexico	$87.2M	+$1.1M	10	2.6%	Increased
549	Castleark Management Chicago, Illinois	$86.7M	+$14.2M	11	2.55%	Increased
550	First Financial Bankshares Abilene, Texas	$86.4M	+$97.4K	4	1.74%	Increased