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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	Tema ETFs New York	$68.3M	+$28.8M	7	5.67%	Increased
602	Blackstone Inc New York	$68.1M	-$5.49M	1	0.27%	Reduced
603	WesBanco Bank Wheeling, West Virginia	$67.6M	-$3.77M	7	1.88%	Reduced
604	FineMark National Bank & Trust Fort Myers, Florida	$67.1M	+$4.95M	5	2.19%	Increased
605	Brevan Howard Capital Management St. Helier, Jersey	$67.1M	+$17.6M	20	0.3%	Increased
606	Beacon Pointe Advisors Newport Beach, California	$67M	+$1.86M	9	0.57%	Increased
607	TAMH Taikang Asset Management (HK) Hong Kong	$66.7M	-$300K	2	7.45%	Reduced
608	TFA Teamwork Financial Advisors San Antonio, Texas	$66M	+$3.46M	4	6.79%	Increased
609	Merit Financial Group Alpharetta, Georgia	$65.9M	+$3.62M	13	0.61%	Increased
610	Dragoneer Investment Group San Francisco, California	$65.9M	+$51M	1	1.45%	New
611	NPIC Neumeier Poma Investment Counsel Carmel, California	$65.6M	+$16.5M	2	5.37%	Increased
612	SteelPeak Wealth Woodland Hills, California	$65.2M	+$3.48M	6	2.17%	Increased
613	Lockheed Martin Investment Management Bethesda, Maryland	$65.2M	-$34.4M	2	2.4%	Reduced
614	NIM NXG Investment Management Dallas, Texas	$65.1M	+$15.8M	4	3.69%	Increased
615	TC Tairen Capital Hong Kong	$65M	+$50.7M	1	7.02%	New
616	Stephens Inc Little Rock, Arkansas	$64.6M	+$5.51M	10	0.82%	Increased
617	CCM Carronade Capital Management Darien, Connecticut	$64.6M	+$36.1M	1	1.49%	Increased
618	Epoch Investment Partners New York	$64.5M	-$2.21M	2	0.35%	Reduced
619	AT Avalon Trust Santa Fe, New Mexico	$64.3M	+$1.07M	8	4.18%	Increased
620	Chicago Capital Chicago, Illinois	$63.4M	+$1.26M	6	1.56%	Increased
621	Oppenheimer Asset Management New York	$63.2M	+$8.57M	15	0.7%	Increased
622	ZDA Zweig-DiMenna Associates New York	$63.1M	+$17M	3	4.42%	Increased
623	SignatureFD Atlanta, Georgia	$62.8M	+$3.94M	27	0.99%	Increased
624	Global Retirement Partners San Rafael, California	$62.6M	+$1.84M	24	1.4%	Increased
625	HUB Investment Partners Austin, Texas	$62.6M	+$9.44M	5	2.08%	Increased