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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	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$51.7M	+$38.4M	3	1.14%	Increased
602	BWP Balboa Wealth Partners Scottsdale, Arizona	$51.6M	-$4.76M	2	11.77%	Reduced
603	MLL Moody Lynn & Lieberson Boston, Massachusetts	$51.5M	+$9.34M	4	3.16%	Increased
604	Fayez Sarofim & Co Houston, Texas	$51.3M	+$49.4M	4	0.12%	Increased
605	Paradigm Capital Management Inc Albany, New York	$51.2M	+$1.36M	4	2.37%	Increased
606	&Partners Nashville, Tennessee	$51.1M	+$23.1M	11	0.61%	Increased
607	Samlyn Capital New York	$51.1M	+$279K	1	0.77%	Increased
608	Mission Wealth Management Santa Barbara, California	$50.7M	-$2.23M	3	1.18%	Reduced
609	Sculptor Capital New York	$50.7M	-$9.21M	2	0.68%	Reduced
610	GC Greenvale Capital London, United Kingdom	$50.6M	+$51.5M	1	3.74%	New
611	AT Avalon Trust Santa Fe, New Mexico	$50.5M	+$9.07M	7	3.59%	Increased
612	Dana Investment Advisors Waukesha, Wisconsin	$50.4M	-$7.15M	8	1.66%	Reduced
613	Baker Avenue Asset Management San Francisco, California	$50.3M	+$1.72M	6	1.54%	Increased
614	Bragg Financial Advisors Charlotte, North Carolina	$50.1M	+$7.85M	6	2.03%	Increased
615	WhitTier Trust Company Reno, Nevada	$50M	+$6.04M	12	1.23%	Increased
616	Americana Partners Houston, Texas	$49.9M	+$41.9M	2	2.03%	Increased
617	LSV Asset Management Chicago, Illinois	$49.8M	-$7.55M	6	0.12%	Reduced
618	DSM Capital Partners Palm Beach Gardens, Florida	$49.8M	+$269K	1	0.77%	Increased
619	Chicago Capital Chicago, Illinois	$49.7M	+$1.23M	5	1.32%	Increased
620	Park Avenue Securities New York	$49.7M	+$6.13M	7	0.51%	Increased
621	OFI Invest Asset Management Paris, France	$49.7M	+$41.4M	2	1.17%	New
622	Prime Capital Investment Advisors Overland Park, Kansas	$49.5M	+$8.55M	8	0.72%	Increased
623	NIM Northeast Investment Management Boston, Massachusetts	$49.5M	+$1.5K	3	2.2%	Increased
624	AIA Group Hong Kong	$49.2M	+$13.6M	3	1.19%	Increased
625	SignatureFD Atlanta, Georgia	$49.2M	+$615K	24	0.93%	Increased