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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	Baker Avenue Asset Management San Francisco, California	$39.3M	+$10.3M	7	1.34%	Increased
577	VWA Visionary Wealth Advisors O'fallon, Illinois	$39.1M	-$198K	4	2.56%	Reduced
578	HCS Himension Capital (Singapore) Singapore	$39M	+$31.4M	2	2.76%	Increased
579	SpiderRock Advisors Wilimington, Delaware	$38.9M	+$7.59M	5	0.78%	Increased
580	Capricorn Investment Group Palo Alto, California	$38.8M	$0	1	9.92%	Maintained
581	Crossmark Global Holdings Houston, Texas	$38.8M	+$1.81M	11	0.74%	Increased
582	TAMH Taikang Asset Management (HK) Hong Kong	$38.6M	+$6.2M	2	5.99%	Increased
583	AG Avala Global New York	$38.2M	+$35.3M	1	2.78%	New
584	PCM Portolan Capital Management Boston, Massachusetts	$38.2M	+$10.9M	3	3.14%	Increased
585	B. Metzler seel. Sohn & Co Frankfurt, Germany	$38.1M	-$933K	6	0.37%	Reduced
586	Chicago Capital Chicago, Illinois	$38.1M	+$9.23M	5	1.13%	Increased
587	PAR Capital Management Boston, Massachusetts	$38.1M	+$29.7M	1	1.2%	Increased
588	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$37.4M	+$9.94M	2	1.73%	Increased
589	MLL Moody Lynn & Lieberson Boston, Massachusetts	$37.3M	+$9.31M	3	2.44%	Increased
590	Ameritas Investment Partners Lincoln, Nebraska	$37.2M	-$392K	26	1.28%	Reduced
591	SCP Sandhill Capital Partners Buffalo, New York	$37.1M	+$39.8M	1	2.85%	New
592	Nippon Life Global Investors Americas New York	$37M	-$7.59M	2	1.63%	Reduced
593	Raymond James Trust St. Petersburg, Florida	$36.5M	+$5.44M	8	0.86%	Increased
594	BCM Bornite Capital Management New York	$36.5M	-$275K	3	6%	Reduced
595	Groupama Asset Management Paris, France	$36.2M	+$4.33M	5	0.49%	Increased
596	OMERS Administration Corp Toronto, Ontario, Canada	$36.1M	+$33.2M	7	0.35%	Increased
597	Advisors Capital Management Ridgewood, New Jersey	$35.9M	-$3.48M	2	0.63%	Reduced
598	CA Cornerstone Advisors Asheville, North Carolina	$35.9M	+$992K	3	1.46%	Increased
599	Woodline Partners San Francisco, California	$35.8M	-$16.5M	3	0.34%	Reduced
600	WhitTier Trust Company Reno, Nevada	$35.7M	-$3.51M	10	0.99%	Reduced