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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	Blackstone Inc New York	$59.7M	+$5.04M	1	0.25%	Increased
577	Capitolis Liquid Global Markets New York	$59.5M	-$68.8M	1	0.44%	Reduced
578	JLBC J.L. Bainbridge & Co Sarasota, Florida	$59.2M	-$12.4M	3	5.36%	Reduced
579	Kayne Anderson Capital Advisors Los Angeles, California	$59.2M	-$8.6M	2	1.37%	Reduced
580	Gulf International Bank (UK) London, United Kingdom	$58.4M	-$6.36M	4	2.07%	Reduced
581	Bradley Foster & Sargent Hartford, Connecticut	$58.3M	+$1.05M	5	0.91%	Increased
582	GAI General American Investors New York	$58.2M	$0	1	3.73%	Maintained
583	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$58M	+$4.49M	6	1.22%	Increased
584	Braun Stacey Associates New York	$57.7M	-$426K	2	2.09%	Reduced
585	AIC AWM Investment Company New York	$57.2M	$0	1	6.41%	Maintained
586	Leonteq Securities AG Zurich, Switzerland	$56.7M	-$28.7K	11	2.19%	Reduced
587	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$56.6M	+$26.5M	2	0.67%	Increased
588	TAM Titleist Asset Management San Antonio, Texas	$56.5M	-$190K	3	5.6%	Reduced
589	Chicago Capital Chicago, Illinois	$56.1M	+$1.97M	5	1.39%	Increased
590	NIM Northeast Investment Management Boston, Massachusetts	$55.9M	+$3.17M	4	2.39%	Increased
591	Independent Advisor Alliance Charlotte, North Carolina	$55.8M	-$4.73M	4	1.61%	Reduced
592	Americana Partners Houston, Texas	$55.5M	+$404K	4	1.91%	Increased
593	SPC Stony Point Capital New York	$55.3M	+$22.4M	1	4.19%	Increased
594	BCP BSN Capital Partners London, United Kingdom	$55.2M	-$108M	1	4.33%	Reduced
595	LSV Asset Management Chicago, Illinois	$55M	+$7.79M	5	0.13%	Increased
596	AT Avalon Trust Santa Fe, New Mexico	$54.9M	-$4.94M	7	4.02%	Reduced
597	Davidson Kempner Capital Management New York	$54.9M	+$3.63M	2	0.79%	Increased
598	Profund Advisors Bethesda, Maryland	$54.8M	+$5.99M	8	1.97%	Increased
599	HB Wealth Management Atlanta, Georgia	$54.6M	-$1.29M	9	0.43%	Reduced
600	Gradient Investments Arden Hills, Minnesota	$54.6M	+$13.1K	3	1%	Increased