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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	BGM Burkehill Global Management New York	$65.6M	+$60.7M	3	3.26%	Increased
652	TAM Titleist Asset Management San Antonio, Texas	$65.6M	-$62.4K	5	4.96%	Reduced
653	Ameritas Investment Partners Lincoln, Nebraska	$65.6M	+$3.06M	27	2.02%	Increased
654	Heard Capital LLC Chicago, Illinois	$65.6M	$0	1	3.39%	Maintained
655	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$65.4M	-$3.66M	3	1.39%	Reduced
656	F.L. Putnam Investment Management Lynnfield, Massachusetts	$65.2M	-$105K	6	0.97%	Reduced
657	Nicholas Company Milwaukee, Wisconsin	$64.8M	+$8.88M	1	1.27%	Increased
658	Crawford Investment Counsel Atlanta, Georgia	$64.7M	-$2.9M	7	1.11%	Reduced
659	JWCA J.W. Cole Advisors Tampa, Florida	$64.7M	+$1.42M	9	2.18%	Increased
660	IEFM IQ EQ Fund Management Dublin 2, Ireland	$64.6M	+$296K	8	4.9%	Increased
661	Vaughan David Investments Peoria, Illinois	$64.6M	+$175K	4	1.36%	Increased
662	BCP Blue Chip Partners Farmington Hills, Michigan	$64.5M	+$814K	3	4.65%	Increased
663	CWA Canvas Wealth Advisors Shawnee, Kansas	$64.5M	+$653K	5	10.97%	Increased
664	SWM Segment Wealth Management Houston, Texas	$64.5M	-$4.18M	3	3.78%	Reduced
665	Kornitzer Capital Management Shawnee Mission, Kansas	$63.4M	-$3.37M	9	1.36%	Reduced
666	M Mirova Paris, France	$63.3M	+$38.9M	4	2.57%	Increased
667	Baker Avenue Asset Management San Francisco, California	$63.2M	-$3.66M	9	1.43%	Reduced
668	MGO One Seven Beachwood, Ohio	$62.8M	+$8.67M	10	1.26%	Increased
669	Americana Partners Houston, Texas	$62.8M	+$2.98M	4	1.63%	Increased
670	HCS Himension Capital (Singapore) Singapore	$62.5M	+$13.7M	5	4.8%	Increased
671	Coldstream Capital Management Bellevue, Washington	$62.5M	+$12.8M	13	0.77%	Increased
672	NIG NFJ Investment Group Dallas, Texas	$62.4M	+$52.6M	1	2.36%	Increased
673	Ferguson Wellman Capital Management Portland, Oregon	$61.9M	+$526K	4	0.85%	Increased
674	DJE Kapital 82049 Pullach, Germany	$61.9M	+$6.55M	2	1.37%	Increased
675	Brown Brothers Harriman & Co New York	$61.9M	+$37.5M	13	0.33%	Increased