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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	AAM AMI Asset Management Los Angeles, California	$79.2M	-$29.5M	2	5.06%	Reduced
577	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$78.8M	-$1.07M	2	8.23%	Reduced
578	Fiera Capital (Canada) Montreal, Quebec, Canada	$78.7M	+$226K	2	0.27%	Increased
579	Crestwood Advisors Group Boston, Massachusetts	$78.5M	+$5.65M	7	1.32%	Increased
580	Dai-ichi Life Insurance Company Tokyo, Japan	$78.3M	-$11.7M	5	2.24%	Reduced
581	Concurrent Investment Advisors Tampa, Florida	$77.9M	-$730K	11	0.85%	Reduced
582	SteelPeak Wealth Woodland Hills, California	$77.9M	+$21.1M	6	2.38%	Increased
583	TIAA Wealth Investment Management New York	$77.8M	+$77.5M	6	0.59%	New
584	EFG International Zurich,	$77.8M	+$1.54M	11	1.66%	Increased
585	Ceredex Value Advisors Orlando, Florida	$77.7M	-$9.5M	4	2.45%	Reduced
586	Stephens Inc Little Rock, Arkansas	$77.6M	+$3.5M	10	0.97%	Increased
587	CIP Champlain Investment Partners Burlington, Vermont	$77.3M	-$26.1M	2	0.98%	Reduced
588	EP Wealth Advisors Torrance, California	$77.2M	+$6.05M	12	0.38%	Increased
589	Metis Global Partners San Diego, California	$77.1M	-$3.44M	5	1.89%	Reduced
590	Life Cycle Investment Partners London,	$76.9M	+$30.8M	1	0.49%	Increased
591	Granahan Investment Management Waltham, Massachusetts	$76.7M	+$62.4M	2	3.71%	Increased
592	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$76.5M	-$1.08M	6	4.43%	Reduced
593	Envestnet Portfolio Solutions Chicago, Illinois	$75.9M	-$16.7M	9	0.42%	Reduced
594	Meyer Handelman Company Rye Brook, New York	$75.8M	-$844K	4	2.36%	Reduced
595	Saturna Capital Bellingham, Washington	$75.7M	-$1.98M	4	1.06%	Reduced
596	Badgley Phelps Wealth Managers Seattle, Washington	$75.7M	+$9.85M	4	1.51%	Increased
597	Clearstead Advisors Cleveland, Ohio	$75.6M	+$21.4M	15	0.69%	Increased
598	JGC J. Goldman & Co New York	$75.4M	+$10.4M	6	2.19%	Increased
599	HUB Investment Partners Austin, Texas	$75.3M	+$5.45M	6	1.8%	Increased
600	CloudAlpha Capital Management Hong Kong	$74.8M	-$72.2M	3	2.55%	Reduced