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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	NRS Neville Rodie & Shaw New York	$79M	-$5.94M	5	5.58%	Reduced
577	NIM NXG Investment Management Dallas, Texas	$78.8M	+$12.7M	4	4.52%	Increased
578	Old Mission Capital Chicago, Illinois	$78.8M	+$77.3M	3	1.8%	Increased
579	TAM Titleist Asset Management San Antonio, Texas	$78.6M	-$530K	5	6.34%	Reduced
580	Covea Finance Paris, France	$78.6M	+$33.9M	3	2.59%	Increased
581	Paradigm Capital Management Inc Albany, New York	$78.1M	$0	4	3.29%	Maintained
582	Slate Path Capital New York	$77.9M	-$11.1M	1	1.05%	Reduced
583	Profund Advisors Bethesda, Maryland	$77.8M	+$6.34M	11	2.36%	Increased
584	NIM Northeast Investment Management Boston, Massachusetts	$77.4M	+$5.89M	4	3.02%	Increased
585	Baker Avenue Asset Management San Francisco, California	$77.3M	+$21.1M	9	1.78%	Increased
586	SCM Silvant Capital Management Atlanta, Georgia	$77.2M	+$373K	4	2.61%	Increased
587	WTA Washington Trust Advisors Wellesley, Massachusetts	$77.2M	-$1.57M	4	5.9%	Reduced
588	Ceredex Value Advisors Orlando, Florida	$76.9M	-$9.93M	5	2.31%	Reduced
589	PI PFG Investments Woodbury, New York	$76.8M	+$1.79M	8	3.62%	Increased
590	Concurrent Investment Advisors Tampa, Florida	$76.6M	+$27.2M	10	0.87%	Increased
591	GCM Gladstone Capital Management London, United Kingdom	$76.4M	+$79.5M	2	7.89%	Increased
592	Brevan Howard Capital Management St. Helier, Jersey	$75.8M	+$7.25M	19	0.83%	Increased
593	Independent Advisor Alliance Charlotte, North Carolina	$75.8M	+$3.33M	6	1.84%	Increased
594	WFA Wedbush Fund Advisers Pasadena, California	$75.7M	+$72.9M	2	7.83%	New
595	Merit Financial Group Alpharetta, Georgia	$75.6M	+$11.1M	14	0.61%	Increased
596	Gulf International Bank (UK) London, United Kingdom	$75.5M	-$1.06M	4	2.45%	Reduced
597	EP Wealth Advisors Torrance, California	$74.9M	+$75.2M	9	0.39%	New
598	Chilton Investment Company Stamford, Connecticut	$74.7M	+$10.2M	5	1.56%	Increased
599	Rubric Capital Management (New York) New York	$74.5M	-$54.6M	1	0.89%	Reduced
600	Tema ETFs New York	$74.4M	+$4.57M	5	5.77%	Increased