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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
576	MUFG Securities EMEA London, United Kingdom	$109M	+$11.8M	5	1.14%	Increased
577	WTA Washington Trust Advisors Wellesley, Massachusetts	$109M	-$12.2M	4	8.08%	Reduced
578	New Mexico Educational Retirement Board Santa Fe, New Mexico	$109M	+$6.86M	10	2.73%	Increased
579	ACG Aventail Capital Group New York	$108M	-$43.1M	8	6.22%	Reduced
580	Crestwood Advisors Group Boston, Massachusetts	$108M	+$6.76M	10	1.61%	Increased
581	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$108M	-$4.1M	6	6.27%	Reduced
582	HB Wealth Management Atlanta, Georgia	$107M	+$3.17M	15	0.6%	Increased
583	SCM Sirios Capital Management Boston, Massachusetts	$106M	-$44.8M	2	12.95%	Reduced
584	Chicago Capital Chicago, Illinois	$106M	+$3.12M	6	2.56%	Increased
585	Brown Brothers Harriman & Co New York	$106M	+$32.8M	14	0.46%	Increased
586	WFA Wedbush Fund Advisers Pasadena, California	$105M	+$13.2M	6	9.32%	Increased
587	Crossmark Global Holdings Houston, Texas	$104M	-$22.9M	15	1.35%	Reduced
588	Savant Capital Rockford, Illinois	$104M	+$60.2M	17	0.31%	Increased
589	Ghisallo Capital Management Boston, Massachusetts	$104M	-$152M	4	2.04%	Reduced
590	HUB Investment Partners Austin, Texas	$104M	+$10.6M	10	1.87%	Increased
591	Oppenheimer Asset Management New York	$104M	+$1.22M	17	1.08%	Increased
592	EP Wealth Advisors Torrance, California	$104M	+$10.7M	10	0.4%	Increased
593	BGM Burkehill Global Management New York	$103M	-$6.15M	3	3.74%	Reduced
594	Stephens Inc Little Rock, Arkansas	$103M	+$7.86M	14	1.16%	Increased
595	Allworth Financial Folsom, California	$103M	-$64.4M	34	0.44%	Reduced
596	Global Retirement Partners San Rafael, California	$103M	+$95.5M	31	1.57%	New
597	WIM WIM Investment Management Hong Kong	$102M	$0	1	33.51%	Maintained
598	ExodusPoint Capital Management New York	$102M	-$2B	11	0.66%	Reduced
599	Jump Financial Chicago, Illinois	$102M	+$46.3M	16	0.82%	Increased
600	SteelPeak Wealth Woodland Hills, California	$101M	+$11.6M	5	2.62%	Increased