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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	IHT Wealth Management Chicago, Illinois	$86M	-$79.8K	8	2%	Reduced
552	Adams Diversified Equity Fund Baltimore, Maryland	$85.7M	+$896K	2	3.02%	Increased
553	Park Avenue Securities New York	$85.7M	-$4.67M	11	0.67%	Reduced
554	Merit Financial Group Alpharetta, Georgia	$85.7M	+$10M	14	0.64%	Increased
555	HB Wealth Management Atlanta, Georgia	$85.3M	+$6.74M	12	0.55%	Increased
556	GF Greenhouse Funds Baltimore, Maryland	$85.1M	+$3.9M	1	3.81%	Increased
557	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$84.4M	+$83.2M	1	2.44%	Increased
558	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$84.1M	+$2.83M	4	1.03%	Increased
559	Maryland State Retirement & Pension System Baltimore, Maryland	$83.9M	-$440K	14	1.71%	Reduced
560	New Mexico Educational Retirement Board Santa Fe, New Mexico	$83.8M	$0	10	2.58%	Maintained
561	Energy Income Partners Westport, Connecticut	$83.8M	-$67.7M	2	1.35%	Reduced
562	Ninety One (UK) London, United Kingdom	$82.8M	-$1.04M	2	0.19%	Reduced
563	PFM Privium Fund Management Amsterdam, Netherlands	$82.5M	-$2.68M	1	17.18%	Reduced
564	Chicago Capital Chicago, Illinois	$82M	-$2M	6	2.21%	Reduced
565	MUFG Securities EMEA London, United Kingdom	$81.8M	-$158M	5	1.22%	Reduced
566	KC Kadensa Capital Central, Hong Kong	$81.6M	-$39.6M	3	11.36%	Reduced
567	Beacon Pointe Advisors Newport Beach, California	$81.5M	+$12.7M	13	0.43%	Increased
568	Oppenheimer Asset Management New York	$81.3M	+$7.46M	14	0.93%	Increased
569	Homestead Advisers Arlington, Virginia	$81M	-$890K	1	2.18%	Reduced
570	Tower Research Capital (TRC) New York	$80.8M	-$1.06M	35	2.1%	Reduced
571	Ilex Capital Partners London, United Kingdom	$80.3M	+$22.8M	2	1.98%	Increased
572	First Financial Bankshares Abilene, Texas	$80.1M	-$15.5M	4	1.62%	Reduced
573	Brookstone Capital Management Wheaton, Illinois	$79.6M	-$1.02M	5	0.91%	Reduced
574	GAI General American Investors New York	$79.4M	-$7.02M	1	5.22%	Reduced
575	PEAK6 Chicago, Illinois	$79.2M	+$8.47M	10	0.19%	Increased