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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
251	BCM Basswood Capital Management New York	$27.1M	+$273K	1	1.26%	Increased
252	Mirae Asset Global Investments Seoul, South Korea	$26.7M	-$2.8M	3	0.97%	Reduced
253	Aperio Group Sausalito, California	$26.6M	-$88.1K	8	0.33%	Reduced
254	Ferguson Wellman Capital Management Portland, Oregon	$26.5M	-$322K	1	1.07%	Reduced
255	Douglas C. Lane & Associates New York	$26.3M	+$2.78M	1	0.71%	Increased
256	Alyeska Investment Group Chicago, Illinois	$26.1M	+$27M	2	0.44%	New
257	BCM Brown Capital Management Baltimore, Maryland	$25.9M	-$3.95M	2	0.45%	Reduced
258	PGGM Investments Zeist, Netherlands	$25.6M	+$350K	1	0.11%	Increased
259	QI QV Investors Calgary, Alberta, Canada	$25.5M	+$794K	1	3.15%	Increased
260	BNP Paribas Asset Management Paris, France	$25.4M	-$743K	4	0.2%	Reduced
261	GW&K Investment Management Boston, Massachusetts	$25.3M	-$1.04M	1	0.6%	Reduced
262	Asset Management One Tokyo, Japan	$25.2M	+$7.75M	8	0.33%	Increased
263	Cullen/Frost Bankers San Antonio, Texas	$24.9M	+$821K	1	0.96%	Increased
264	Silvercrest Asset Management New York	$24.9M	-$2.49M	2	0.36%	Reduced
265	AC Ascend Capital Orinda, California	$24.9M	+$6.7M	1	0.95%	Increased
266	M&T Bank Buffalo, New York	$24.6M	+$3.49M	8	0.15%	Increased
267	CCM Cornerstone Capital Management Edina, Minnesota	$24.5M	-$882K	1	0.8%	Reduced
268	KMC Kirr Marbach & Co Columbus, Indiana	$24.3M	+$198K	2	4.49%	Increased
269	TCM Tensile Capital Management Larkspur, California	$24.2M	+$8.26M	1	6.11%	Increased
270	Pinnacle Associates New York	$24M	+$644K	3	0.47%	Increased
271	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$23.9M	-$11.8M	8	0.14%	Reduced
272	PCM Penn Capital Management Philadelphia, Pennsylvania	$23.6M	-$1.32M	3	0.99%	Reduced
273	PRCM Pine River Capital Management Minnetonka, Minnesota	$23.5M	+$19.9M	2	0.3%	Increased
274	VanEck Associates New York	$23.4M	-$2.1M	5	0.15%	Reduced
275	Klingenstein Fields & Co New York	$23.1M	-$730K	1	1.03%	Reduced