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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
651	Rathbones Group Liverpool, United Kingdom	$4.33M	+$271K	1	0.19%	Increased
652	SCA Secor Capital Advisors New York	$4.33M	-$4.05M	1	0.41%	Reduced
653	Williams Jones & Associates New York	$4.33M	-$744K	2	0.11%	Reduced
654	MPM Meritage Portfolio Management Overland Park, Kansas	$4.32M	-$5.06M	2	0.42%	Reduced
655	Sumitomo Life Insurance Tokyo, Japan	$4.3M	-$107K	2	0.55%	Reduced
656	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$4.29M	+$2.72M	1	0.47%	Increased
657	VF Virtu Financial New York	$4.27M	+$4.27M	5	0.21%	Increased
658	Nippon Life Global Investors Americas New York	$4.25M	+$4.17M	1	0.36%	New
659	TCM Timpani Capital Management Milwaukee, Wisconsin	$4.23M	-$1.33M	2	1.54%	Reduced
660	MWVC Morgens Waterfall Vintiadis & Co New York	$4.13M	$0	1	3.46%	Maintained
661	RIA RPG Investment Advisory Pleasanton, California	$4.13M	-$28.5K	2	1.05%	Reduced
662	Huntington National Bank Columbus, Ohio	$4.11M	-$284K	9	0.07%	Reduced
663	AMF Tjänstepension Stockholm, Sweden	$4.09M	-$2.15M	1	0.04%	Reduced
664	TAM Third Avenue Management New York	$4.08M	+$995K	2	0.18%	Increased
665	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.08M	-$54.7K	1	2.87%	Reduced
666	IIA IPG Investment Advisors San Diego, California	$4.07M	-$2.24M	1	1.4%	Reduced
667	Eastern Bank Boston, Massachusetts	$4.06M	+$574K	2	0.29%	Increased
668	Snyder Capital Management San Francisco, California	$4.05M	+$416K	1	0.2%	Increased
669	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.05M	+$371K	2	0.4%	Increased
670	SIC Schwartz Investment Counsel Plymouth, Michigan	$4.05M	+$136K	1	0.25%	Increased
671	Bank of Nova Scotia Toronto, Ontario, Canada	$4.04M	+$202K	3	0.02%	Increased
672	Raymond James Trust St. Petersburg, Florida	$4.02M	+$321K	3	0.29%	Increased
673	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$4M	$0	1	0.14%	Maintained
674	Capital Investment Advisors Atlanta, Georgia	$3.98M	+$120K	1	0.27%	Increased
675	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.96M	+$378K	3	0.02%	Increased