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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	SCA Snowden Capital Advisors New York	$66M	+$6.77M	10	1.95%	Increased
552	VanEck Associates New York	$65.6M	-$11.6M	8	0.07%	Reduced
553	Ferguson Wellman Capital Management Portland, Oregon	$65.5M	-$1.95M	4	1.15%	Reduced
554	OFI Invest Asset Management Paris, France	$65.4M	+$5.45M	3	1.62%	Increased
555	Samlyn Capital New York	$65.2M	-$3.41M	1	0.9%	Reduced
556	RR Robotti Robert	$64.9M	-$31.5K	2	10.9%	Reduced
557	WhitTier Trust Company Reno, Nevada	$64.6M	+$10.4M	12	1.47%	Increased
558	Meyer Handelman Company Rye Brook, New York	$64.5M	-$417K	4	2.13%	Reduced
559	Crossmark Global Holdings Houston, Texas	$64.3M	-$4.37M	11	1.04%	Reduced
560	SCM Silvant Capital Management Atlanta, Georgia	$64.3M	+$7.83M	4	2.43%	Increased
561	WC Wexford Capital West Palm Beach, Florida	$64.1M	-$625K	5	17.88%	Reduced
562	Equitable Holdings New York	$63.9M	+$2.88M	6	0.53%	Increased
563	Brookstone Capital Management Wheaton, Illinois	$63.8M	+$484K	4	0.84%	Increased
564	Epoch Investment Partners New York	$63.5M	+$4.7M	2	0.33%	Increased
565	Prime Capital Investment Advisors Overland Park, Kansas	$63.2M	-$1.02M	7	0.84%	Reduced
566	Riverbridge Partners Minneapolis, Minnesota	$63.2M	-$1.98M	1	1.02%	Reduced
567	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$63M	-$12.5M	3	6.64%	Reduced
568	OHIF Oriental Harbor Investment Fund Hong Kong	$63M	+$59.7M	1	5.59%	New
569	Adams Diversified Equity Fund Baltimore, Maryland	$62.6M	+$18.8M	2	2.24%	Increased
570	Sapient Capital Indianapolis, Indiana	$62.1M	+$2.17M	4	1.11%	Increased
571	Chilton Investment Company Stamford, Connecticut	$61.6M	-$9.65M	4	1.37%	Reduced
572	MDSL M.D. Sass LLC New York	$61.5M	-$14.3M	1	4.95%	Reduced
573	WesBanco Bank Wheeling, West Virginia	$61.1M	+$2.82M	7	1.81%	Increased
574	Parallax Volatility Advisers San Francisco, California	$61M	-$121M	3	0.14%	Reduced
575	Integrated Wealth Concepts Waltham, Massachusetts	$60.2M	+$4.91M	7	0.6%	Increased