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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	Vident Advisory Alpharetta, Georgia	$42M	+$30.4M	11	1.16%	Increased
552	TC TownSquare Capital Provo, Utah	$42M	+$4.18M	7	0.57%	Increased
553	SCA Snowden Capital Advisors New York	$41.8M	+$11.2M	10	1.24%	Increased
554	Metis Global Partners San Diego, California	$41.7M	+$2.73M	5	1.43%	Increased
555	ACM Argent Capital Management St Louis, Missouri	$41.5M	-$529K	1	1.22%	Reduced
556	TCIM TOMS Capital Investment Management New York	$41.4M	+$38.3M	1	1.56%	New
557	Focus Partners Wealth Boston, Massachusetts	$41.3M	+$7.03M	6	0.14%	Increased
558	Samlyn Capital New York	$41.2M	-$39.7M	1	0.69%	Reduced
559	MC Maplelane Capital New York	$41.2M	+$24.8M	1	1.41%	Increased
560	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$41.1M	-$7.56M	5	0.88%	Reduced
561	Kornitzer Capital Management Shawnee Mission, Kansas	$41.1M	-$4.71M	6	0.78%	Reduced
562	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$41.1M	+$130K	2	0.14%	Increased
563	Advisory Services Network Atlanta, Georgia	$41.1M	-$5.91M	9	0.85%	Reduced
564	Brookstone Capital Management Wheaton, Illinois	$41M	+$6.64M	4	0.68%	Increased
565	TAM Titleist Asset Management San Antonio, Texas	$41M	+$1.69M	4	6.18%	Increased
566	Stratos Wealth Partners Beachwood, Ohio	$40.8M	+$4.08M	9	0.65%	Increased
567	AIP ARS Investment Partners New York	$40.7M	+$18.6M	4	3.89%	Increased
568	AMG Ace Management Global Sao Paulo, Brazil	$40.7M	+$41.9M	1	11.95%	New
569	Gratus Capital Atlanta, Georgia	$40.5M	+$503K	2	1.62%	Increased
570	Associated Banc-Corp Green Bay, Wisconsin	$39.9M	-$3.97M	4	1.24%	Reduced
571	Chilton Investment Company Stamford, Connecticut	$39.8M	+$2.24M	2	1.12%	Increased
572	Oribel Capital Management New York	$39.7M	+$34M	2	5.32%	Increased
573	Orbis Allan Gray Hamilton, Bermuda	$39.7M	-$39.4M	1	0.25%	Reduced
574	Rokos Capital Management (UK) London, United Kingdom	$39.7M	+$39.4M	2	0.25%	New
575	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$39.4M	+$3.49M	6	1.6%	Increased