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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	TAM Titleist Asset Management San Antonio, Texas	$46.3M	-$1.17M	3	5.35%	Reduced
577	Walleye Trading New York	$45.9M	-$28.1M	9	0.11%	Reduced
578	SteelPeak Wealth Woodland Hills, California	$45.8M	+$3.28M	4	1.9%	Increased
579	LGT Group Foundation Vaduz, Liechtenstein	$45.8M	-$11.4M	3	0.63%	Reduced
580	DSM Capital Partners Palm Beach Gardens, Florida	$45.6M	-$712K	1	0.8%	Reduced
581	Leonteq Securities AG Zurich, Switzerland	$45.4M	+$49.7M	14	2.56%	Increased
582	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$45.4M	+$42.3M	4	2.46%	New
583	Meyer Handelman Company Rye Brook, New York	$45.3M	-$2.05M	4	1.58%	Reduced
584	Envestnet Portfolio Solutions Chicago, Illinois	$45.1M	-$17.2M	9	0.17%	Reduced
585	Epoch Investment Partners New York	$45.1M	-$215K	2	0.23%	Reduced
586	NIM Northeast Investment Management Boston, Massachusetts	$44.7M	-$324K	3	2.08%	Reduced
587	Crawford Investment Counsel Atlanta, Georgia	$44.6M	+$1.52M	6	0.79%	Increased
588	Oberweis Asset Management Lisle, Illinois	$44.6M	+$94.8K	4	2.22%	Increased
589	PI PFG Investments Woodbury, New York	$44.5M	+$285K	7	2.85%	Increased
590	AT Avalon Trust Santa Fe, New Mexico	$44.1M	+$2.5M	7	3.5%	Increased
591	WesBanco Bank Wheeling, West Virginia	$43.7M	+$12.6M	7	1.52%	Increased
592	Union Bancaire Privee Geneva 1, Switzerland	$43.6M	+$1.39M	7	0.84%	Increased
593	Capricorn Investment Group Palo Alto, California	$43.5M	$0	1	9.39%	Maintained
594	Anchor Capital Advisors Boston, Massachusetts	$43.3M	+$255K	2	1.29%	Increased
595	Jefferies Financial Group New York	$43M	-$9.68M	9	0.38%	Reduced
596	ACM Arosa Capital Management Miami Beach, Florida	$42.4M	+$4.34M	5	15.67%	Increased
597	FineMark National Bank & Trust Fort Myers, Florida	$42.4M	+$2.95M	4	1.55%	Increased
598	Harvest Portfolios Group Oakville, Ontario, Canada	$42.3M	+$52M	6	1.25%	Increased
599	GIM Goodlander Investment Management Dallas, Texas	$42.3M	+$2.47M	2	36.1%	Increased
600	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$42.3M	-$1.14M	6	1.7%	Reduced