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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	Commerce Bank Kansas City, Missouri	$67.9M	+$17.5M	7	0.61%	Increased
227	MAM Mark Asset Management New York	$67.5M	-$20.9M	1	9.73%	Reduced
228	TSS Two Sigma Securities New York	$67.4M	+$55.3M	1	1.38%	Increased
229	Cambridge Investment Research Advisors Fairfield, Iowa	$67M	+$13.1M	10	0.45%	Increased
230	Vaughan Nelson Investment Management Houston, Texas	$67M	+$19.4M	2	0.93%	Increased
231	Van Berkom & Associates Montreal, Quebec, Canada	$66.8M	-$367K	1	1.94%	Reduced
232	LSCM Light Street Capital Management Palo Alto, California	$65.8M	+$54.3M	1	2.07%	New
233	Employees Retirement System of Texas Austin, Texas	$65.2M	+$14.5M	5	0.96%	Increased
234	Natixis Paris, France	$64.1M	+$40M	3	0.47%	Increased
235	Polar Capital London, United Kingdom	$63.4M	+$35.4M	1	0.47%	Increased
236	DnB Asset Management Oslo, Norway	$63.1M	+$8.15M	3	0.67%	Increased
237	Johnson Investment Counsel Cincinnati, Ohio	$63.1M	-$629K	5	1.17%	Reduced
238	Luther King Capital Management (LKCM) Fort Worth, Texas	$62.7M	-$541K	3	0.4%	Reduced
239	British Columbia Investment Management Victoria, British Columbia, Canada	$62.4M	+$4.06M	2	0.51%	Increased
240	Nisa Investment Advisors St. Louis, Missouri	$62M	+$2.55M	16	0.5%	Increased
241	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$61.4M	-$4.08M	1	13.11%	Reduced
242	ECP Electron Capital Partners New York	$61.2M	+$18.5M	2	4.22%	Increased
243	KeyBank National Association Cleveland, Ohio	$60.8M	+$220K	7	0.33%	Increased
244	William Blair & Company Chicago, Illinois	$60.1M	+$4.34M	7	0.26%	Increased
245	Artisan Partners Milwaukee, Wisconsin	$59.8M	+$63.3M	1	0.08%	New
246	Jacobs Levy Equity Management Florham Park, New Jersey	$58.7M	-$7.82M	6	0.61%	Reduced
247	PGGM Investments Zeist, Netherlands	$58.7M	$0	1	0.31%	Maintained
248	Retirement Systems of Alabama Montgomery, Alabama	$58.6M	-$491K	6	0.27%	Reduced
249	Simplex Trading Chicago, Illinois	$58.3M	-$74.4M	7	0.08%	Reduced
250	Första AP-fonden Stockholm, Sweden	$57.7M	+$9.94M	2	1.19%	Increased