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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
226	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$31.2M	-$2.47M	1	13.76%	Reduced
227	Haverford Trust Company Radnor, Pennsylvania	$31M	+$228K	1	0.75%	Increased
228	Artisan Partners Milwaukee, Wisconsin	$30.8M	-$107M	1	0.06%	Reduced
229	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$29.8M	$0	1	0.32%	Maintained
230	BA Boston Advisors Boston, Massachusetts	$29.6M	-$8.61M	1	0.71%	Reduced
231	Jacobs Levy Equity Management Florham Park, New Jersey	$29.4M	-$919K	7	0.57%	Reduced
232	Thrivent Financial for Lutherans Minneapolis, Minnesota	$29.3M	-$4.43M	7	0.13%	Reduced
233	Marshall Wace London, United Kingdom	$29.2M	-$2.47M	3	0.19%	Reduced
234	Jefferies Group New York	$28.1M	+$24.4M	5	0.16%	Increased
235	Paradigm Capital Management Inc Albany, New York	$27.8M	-$462K	2	2.71%	Reduced
236	AAM Ardevora Asset Management London, United Kingdom	$27.6M	+$24.9M	1	0.99%	New
237	QF QVT Financial New York	$27.6M	+$8.61M	2	0.84%	Increased
238	South Texas Money Management San Antonio, Texas	$27.4M	+$685K	1	1.44%	Increased
239	Zurich Cantonal Bank Zurich, Switzerland	$27.3M	+$2.59M	14	0.28%	Increased
240	HCM Hodges Capital Management Dallas, Texas	$27.2M	-$1.26M	1	1.25%	Reduced
241	Folketrygdfondet Oslo Norway, Norway	$27M	+$24.7M	1	0.78%	Increased
242	QAM Quentec Asset Management New York	$26.9M	+$7.96M	1	2.99%	Increased
243	CIM Calvert Investment Management Bethesda, Maryland	$26.8M	-$4.02M	8	1%	Reduced
244	BlueCrest Capital Management St Helier, Jersey	$26.7M	+$24.9M	3	1.47%	Increased
245	FP Foundry Partners Minneapolis, Minnesota	$26.7M	+$1.59M	3	1.15%	Increased
246	Janney Montgomery Scott Philadelphia, Pennsylvania	$26.6M	+$1.2M	5	0.4%	Increased
247	CIM Corbyn Investment Management Lutherville, Maryland	$26.4M	-$5.51M	3	7.85%	Reduced
248	GW&K Investment Management Boston, Massachusetts	$25.6M	-$3.9M	1	0.5%	Reduced
249	ORIO Old Republic International (ORI) Chicago, Illinois	$25.4M	$0	1	0.91%	Maintained
250	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$25.2M	+$1.28M	2	3.42%	Increased