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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
551	AIA Group Hong Kong	$27.1M	+$1.04M	1	1.18%	Increased
552	HM HCEP Management Hong Kong	$26.9M	+$23.4M	1	17.62%	New
553	Woodline Partners San Francisco, California	$26.7M	-$39.4M	2	0.43%	Reduced
554	ONGA O'Neil Global Advisors Los Angeles, California	$26.7M	+$22.5M	1	13.78%	Increased
555	Western Wealth Management Golden, Colorado	$26.5M	+$13.1M	4	1.29%	Increased
556	Beacon Pointe Advisors Newport Beach, California	$26.5M	+$9.8M	8	0.36%	Increased
557	LMR Partners London, United Kingdom	$26.5M	+$9.21M	4	0.31%	Increased
558	Gotham Asset Management New York	$26.4M	+$4.2M	12	0.82%	Increased
559	Baker Avenue Asset Management San Francisco, California	$26.4M	-$1.78M	3	1.35%	Reduced
560	Connectus Wealth Cincinnati, Ohio	$26.2M	-$4.43M	2	0.83%	Reduced
561	Wedbush Securities Los Angeles, California	$26M	-$887K	4	1.19%	Reduced
562	CCP Corient Capital Partners Newport Beach, California	$25.9M	+$2.77M	4	1.71%	Increased
563	QF QVT Financial New York	$25.9M	+$547K	1	1.12%	Increased
564	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$25.8M	+$2.21M	11	1.11%	Increased
565	DSAM Dock Street Asset Management Palm Beach, Florida	$25.5M	+$7.65M	1	4.59%	Increased
566	VWA Visionary Wealth Advisors O'fallon, Illinois	$25.5M	+$18.3K	3	2.05%	Increased
567	Meyer Handelman Company Rye Brook, New York	$25.5M	+$628K	3	0.98%	Increased
568	Illinois Municipal Retirement Fund Oak Brook, Illinois	$25.4M	-$678K	6	0.75%	Reduced
569	GAMH Greenwoods Asset Management (HK) Hong Kong	$25.4M	+$9.4M	2	1.09%	Increased
570	ECM Everence Capital Management Goshen, Indiana	$25.4M	+$3.06M	3	1.94%	Increased
571	5NCM 59 North Capital Management Houston, Texas	$25.1M	+$24.1M	1	6.35%	New
572	South Dakota Investment Council Sioux Falls, South Dakota	$24.9M	-$2.4M	5	0.49%	Reduced
573	Accredited Investors Edina, Minnesota	$24.6M	+$10.7M	1	2.22%	Increased
574	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$24.6M	-$1.82M	3	1.34%	Reduced
575	AI Aperture Investors New York	$24.5M	-$7.35M	1	3.18%	Reduced