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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
701	TAM Titleist Asset Management San Antonio, Texas	$74.1M	-$387K	6	4.99%	Reduced
702	Empirical Wealth Management Seattle, Washington	$74.1M	+$2.4M	11	1.08%	Increased
703	Venture Visionary Partners Sylvania, Ohio	$73.9M	+$4.87M	8	2.05%	Increased
704	GIM Generate Investment Management Auckland, New Zealand	$73.9M	-$12.2M	4	3.04%	Reduced
705	AAM AMI Asset Management Los Angeles, California	$73.8M	-$27.9M	2	4.25%	Reduced
706	Tokio Marine Asset Management Tokyo, Japan	$73.8M	+$7.61M	5	2.28%	Increased
707	Cookson Peirce & Co Pittsburgh, Pennsylvania	$73.7M	+$4.35M	9	2.43%	Increased
708	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$73.5M	-$4.73M	4	1.44%	Reduced
709	TCM Thames Capital Management Roseland, New Jersey	$73.2M	-$3.31M	2	6.02%	Reduced
710	SB Investment Advisers (UK) London, United Kingdom	$73.2M	$0	1	0.96%	Maintained
711	HC Henshaw Capital Woburn, Massachusetts	$72.8M	$0	1	2.37%	Maintained
712	NCGI Next Century Growth Investors Plymouth, Minnesota	$72.4M	-$19.8M	5	3.84%	Reduced
713	JSC J. Stern & Co London, United Kingdom	$72.4M	-$658K	1	6.83%	Reduced
714	DJE Kapital 82049 Pullach, Germany	$72.1M	-$8.22M	3	1.36%	Reduced
715	Independent Financial Group San Diego, California	$72M	+$6.46M	15	1.35%	Increased
716	RIA RPG Investment Advisory Pleasanton, California	$71.8M	-$14.7M	4	7.38%	Reduced
717	IEFM IQ EQ Fund Management Dublin 2, Ireland	$71.6M	-$2.11M	7	4.57%	Reduced
718	Fifth Third Wealth Advisors Cincinnati, Ohio	$71.5M	+$4.6M	16	2%	Increased
719	Anchor Capital Advisors Boston, Massachusetts	$71M	+$10.7M	3	1.99%	Increased
720	OAM Ophir Asset Management Sydney, Australia	$70.9M	+$327K	1	5.83%	Increased
721	First Eagle Investment Management New York	$70.7M	+$7.2M	6	0.12%	Increased
722	TFA Teamwork Financial Advisors San Antonio, Texas	$70.1M	-$3.88M	6	6.36%	Reduced
723	SignatureFD Atlanta, Georgia	$70.1M	+$2.1M	28	0.94%	Increased
724	Farmers & Merchants Investments Inc Lincoln, Nebraska	$69.9M	-$569K	17	1.69%	Reduced
725	KI KTF Investments Seal Beach, California	$69.6M	+$1.53M	2	7.03%	Increased