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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
601	FineMark National Bank & Trust Fort Myers, Florida	$44M	+$11.1M	4	1.53%	Increased
602	Two Sigma Advisers New York	$43.9M	-$18.7M	15	0.1%	Reduced
603	Choreo LLC Rockford, Illinois	$43.9M	+$4.81M	14	0.64%	Increased
604	Empowered Funds Havertown, Pennsylvania	$43.5M	+$4.13M	10	0.68%	Increased
605	VHAM Van Hulzen Asset Management El Dorado Hills, California	$43.4M	-$5.93M	4	3.14%	Reduced
606	PI PFG Investments Woodbury, New York	$43.2M	+$2.97M	9	2.79%	Increased
607	Jefferies Financial Group New York	$43.2M	+$8.64M	7	0.31%	Increased
608	SC Strategy Capital Los Altos, California	$43.2M	+$3.74M	1	4.15%	Increased
609	Ameritas Investment Partners Lincoln, Nebraska	$43.1M	-$1.2M	26	1.4%	Reduced
610	ACM Argent Capital Management St Louis, Missouri	$43.1M	-$682K	1	1.19%	Reduced
611	Vinva Investment Management Sydney, Australia	$43M	+$14.2M	5	1.82%	Increased
612	Davis Selected Advisers Tucson, Arizona	$43M	+$10.1M	1	0.24%	Increased
613	AMG Ace Management Global Sao Paulo, Brazil	$43M	$0	1	12.83%	Maintained
614	Hantz Financial Services Southfield, Michigan	$42.8M	-$1.92M	10	0.76%	Reduced
615	TIA Traphagen Investment Advisors Oradell, New Jersey	$42.6M	+$3.8M	4	4.3%	Increased
616	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.3M	-$11.6M	2	2.35%	Reduced
617	PAM Pinpoint Asset Management Hong Kong	$42.3M	+$114K	1	9.09%	Increased
618	Cannell & Spears New York	$41.8M	+$854K	4	0.82%	Increased
619	Baker Avenue Asset Management San Francisco, California	$41.8M	-$4.43M	6	1.32%	Reduced
620	Raymond James Trust St. Petersburg, Florida	$41.7M	-$216K	9	0.91%	Reduced
621	Advisory Services Network Atlanta, Georgia	$41.1M	$0	9	0.85%	Maintained
622	Associated Banc-Corp Green Bay, Wisconsin	$41M	-$1.62M	4	1.2%	Reduced
623	Equitable Holdings New York	$41M	-$206K	6	0.4%	Reduced
624	Meiji Yasuda Life Insurance Tokyo, Japan	$41M	-$1.67M	4	0.76%	Reduced
625	SC Sagefield Capital Dallas, Texas	$40.6M	-$3.44M	4	4.41%	Reduced