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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	Eaton Vance Management Boston, Massachusetts	$30M	-$11.8M	2	0.09%	Reduced
252	MAA Matrix Asset Advisors White Plains, New York	$29.8M	+$305K	1	3.45%	Increased
253	BCM Basswood Capital Management New York	$29.5M	+$4.55M	2	1.4%	Increased
254	D.E. Shaw & Co New York	$29.2M	-$17.7M	11	0.04%	Reduced
255	BNP Paribas Asset Management Paris, France	$27.8M	+$2.21M	4	0.21%	Increased
256	BAPIM British Airways Pensions Investment Management London, United Kingdom	$27.7M	+$27.7M	1	0.85%	New
257	Capital Fund Management (CFM) Paris, France	$27.7M	+$17.4M	3	0.38%	Increased
258	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$27.3M	-$2.46M	2	4.98%	Reduced
259	Douglas C. Lane & Associates New York	$27.3M	+$968K	1	0.72%	Increased
260	Kennedy Capital Management St Louis, Missouri	$27.2M	-$931K	5	0.48%	Reduced
261	Natixis Advisors Boston, Massachusetts	$27M	-$305K	6	0.47%	Reduced
262	Rothschild & Co Asset Management US Stamford, Connecticut	$26.7M	+$2.91M	2	0.51%	Increased
263	Aperio Group Sausalito, California	$26.2M	+$161K	8	0.29%	Increased
264	HCCM Herring Creek Capital Management Stamford, Connecticut	$25.2M	-$2.59M	1	5.99%	Reduced
265	Cullen/Frost Bankers San Antonio, Texas	$25.1M	+$162K	1	0.94%	Increased
266	Clal Insurance Tel-Aviv, Israel	$24.9M	-$2.69M	1	0.57%	Reduced
267	GW&K Investment Management Boston, Massachusetts	$24.7M	+$6.76M	1	0.56%	Increased
268	ALPS Advisors Denver, Colorado	$24.6M	+$2.25M	2	0.2%	Increased
269	MP Makaira Partners La Jolla, California	$24.6M	+$9.01M	1	4.27%	Increased
270	Pinnacle Associates New York	$24.2M	+$154K	3	0.45%	Increased
271	Ferguson Wellman Capital Management Portland, Oregon	$24.1M	-$2.46M	1	0.99%	Reduced
272	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.9M	+$2.97M	2	5.61%	Increased
273	Mirae Asset Global Investments Seoul, South Korea	$23.8M	+$662K	3	0.81%	Increased
274	Comerica Bank Dallas, Texas	$23.5M	-$24.1M	8	0.2%	Reduced
275	M&T Bank Buffalo, New York	$23.4M	-$765K	7	0.15%	Reduced