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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
626	SC Strategy Capital Los Altos, California	$50.7M	+$2.07M	1	3.41%	Increased
627	United Capital Financial Advisors Irving, Texas	$50.3M	+$2.34M	5	0.41%	Increased
628	Crestwood Advisors Group Boston, Massachusetts	$50M	+$864K	6	0.9%	Increased
629	Fiera Capital (Canada) Montreal, Quebec, Canada	$50M	-$669K	1	0.17%	Reduced
630	MIRAE ASSET SECURITIES (USA) INC. New York	$49.9M	-$35.3M	2	1.53%	Reduced
631	VWA Visionary Wealth Advisors O'fallon, Illinois	$49.4M	-$5.65M	6	2.52%	Reduced
632	Baker Avenue Asset Management San Francisco, California	$49.4M	+$6.31M	7	1.4%	Increased
633	Thompson Siegel & Walmsley Richmond, Virginia	$49.2M	-$8.66M	3	0.82%	Reduced
634	BCP Blue Chip Partners Farmington Hills, Michigan	$49.1M	+$4.87M	3	4%	Increased
635	Railway Pension Investments London, United Kingdom	$49.1M	-$12.2M	2	0.69%	Reduced
636	Beacon Pointe Advisors Newport Beach, California	$49.1M	+$3.07M	9	0.51%	Increased
637	Stephens Inc Little Rock, Arkansas	$48.9M	-$181K	8	0.67%	Reduced
638	TAMH Taikang Asset Management (HK) Hong Kong	$48.9M	$0	2	6.3%	Maintained
639	Ameritas Investment Partners Lincoln, Nebraska	$48.8M	-$22.1K	27	1.54%	Reduced
640	SAM Shell Asset Management The Hague, Netherlands	$48.8M	+$11.3M	13	1.69%	Increased
641	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$48.4M	+$34.9M	2	5.72%	Increased
642	Paradigm Capital Management Inc Albany, New York	$48.2M	-$654K	4	2.35%	Reduced
643	Merit Financial Group Alpharetta, Georgia	$48.1M	+$7.03M	13	0.54%	Increased
644	VHAM Van Hulzen Asset Management El Dorado Hills, California	$48M	-$405K	5	4.01%	Reduced
645	Voleon Capital Management Berkeley, California	$48M	+$15.2M	5	2.63%	Increased
646	Kornitzer Capital Management Shawnee Mission, Kansas	$48M	-$1.01M	7	0.97%	Reduced
647	Seizert Capital Partners Birmingham, Michigan	$48M	-$7.52M	2	2.11%	Reduced
648	SWM Segment Wealth Management Houston, Texas	$47.6M	-$49.8K	3	3.02%	Reduced
649	Country Trust Bank Bloomington, Illinois	$47.5M	-$4.55M	5	1.07%	Reduced
650	Tudor Investment Corp Stamford, Connecticut	$47.5M	-$40M	8	0.1%	Reduced