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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	TPI Trust Point Inc La Crosse, Wisconsin	$32.7M	+$28.4M	6	2.71%	New
552	GTS Securities Miami, Florida	$32.7M	-$19M	9	0.06%	Reduced
553	Norinchukin Bank Tokyo, Japan	$32.7M	-$1.37M	4	0.77%	Reduced
554	SCM Silvant Capital Management Atlanta, Georgia	$32.6M	-$3.99M	3	1.75%	Reduced
555	HUB Investment Partners Austin, Texas	$32.5M	+$20.4M	2	2.22%	Increased
556	ACM Argent Capital Management St Louis, Missouri	$32.3M	-$13M	1	1.05%	Reduced
557	TC Tsai Capital New York	$32.1M	-$1.15M	1	29.44%	Reduced
558	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$32.1M	-$1.6M	18	0.3%	Reduced
559	United Capital Financial Advisors Irving, Texas	$32M	+$5.91M	3	0.27%	Increased
560	Banque Pictet & Cie Geneva 73, Switzerland	$31.9M	-$6.26M	3	0.26%	Reduced
561	AIM Atlantic Investment Management New York	$31.9M	-$1.9M	1	14.55%	Reduced
562	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$31.7M	+$30.2M	1	11.91%	Increased
563	SCM SG Capital Management Chicago, Illinois	$31.6M	+$26.1M	1	9.39%	New
564	Nippon Life Global Investors Americas New York	$31.3M	$0	2	1.74%	Maintained
565	TC TwinBeech Capital Purchase, New York	$31.2M	-$37.5M	7	0.5%	Reduced
566	Thornburg Investment Management Santa Fe, New Mexico	$31M	+$291K	3	0.45%	Increased
567	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$31M	+$13M	1	0.75%	Increased
568	LFDLE La Financiere de L'Echiquier Paris, France	$30.8M	-$1.64M	1	1.42%	Reduced
569	CIS Connors Investor Services Wyomissing, Pennsylvania	$30.8M	+$14.2M	3	3.46%	Increased
570	Lincoln National Corp Radnor, Pennsylvania	$30.7M	+$1.61M	4	0.54%	Increased
571	Causeway Capital Management Los Angeles, California	$30.5M	+$20M	1	0.78%	Increased
572	ALPS Advisors Denver, Colorado	$30.5M	-$9.75M	10	0.24%	Reduced
573	F.L. Putnam Investment Management Lynnfield, Massachusetts	$30.4M	+$1.89M	6	0.72%	Increased
574	Kestra Private Wealth Services Austin, Texas	$30.3M	+$2.28M	5	0.77%	Increased
575	Saturna Capital Bellingham, Washington	$30.3M	+$572K	2	0.47%	Increased