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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	Douglas C. Lane & Associates New York	$20.7M	+$381K	1	0.59%	Increased
252	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$20.4M	+$9.21M	1	0.51%	Increased
253	Mirae Asset Global Investments Seoul, South Korea	$20.4M	-$7.05M	3	0.84%	Reduced
254	GC GMT Capital Atlanta, Georgia	$20.3M	-$3.37M	3	0.52%	Reduced
255	AGF Investments Inc Toronto, Ontario, Canada	$19.8M	-$37.8M	3	0.25%	Reduced
256	Comerica Bank Dallas, Texas	$19.4M	-$19.5M	10	0.18%	Reduced
257	ALPS Advisors Denver, Colorado	$19.4M	+$1.15M	3	0.2%	Increased
258	QF QVT Financial New York	$19.3M	$0	1	0.66%	Maintained
259	BNP Paribas Asset Management Paris, France	$19.2M	-$2.08M	4	0.17%	Reduced
260	KMC Kirr Marbach & Co Columbus, Indiana	$19.2M	-$206K	2	3.9%	Reduced
261	ING Group Amsterdam, Netherlands	$19M	+$5.92M	4	0.13%	Increased
262	Ferguson Wellman Capital Management Portland, Oregon	$18.8M	+$471K	1	0.84%	Increased
263	Asset Management One Tokyo, Japan	$18.8M	-$1.7M	7	0.29%	Reduced
264	BCM Basswood Capital Management New York	$18.8M	+$135K	2	0.92%	Increased
265	ACI AMP Capital Investors Sydney, Australia	$18.7M	+$4.13M	3	0.14%	Increased
266	Hood River Capital Management Palm Beach Gardens, Florida	$18.3M	+$246K	1	2.54%	Increased
267	BCM Beddow Capital Management Jackson, Wyoming	$18.2M	+$1.93M	2	7.63%	Increased
268	D.E. Shaw & Co New York	$18.2M	-$4.05M	7	0.03%	Reduced
269	Daiwa Securities Group Tokyo, Japan	$18.2M	-$14.4M	3	0.13%	Reduced
270	FMA Fiduciary Management Associates Chicago, Illinois	$18.2M	-$17.8M	1	1.18%	Reduced
271	Teacher Retirement System of Texas Austin, Texas	$18M	+$1.82M	12	0.14%	Increased
272	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18M	-$61.1K	2	4.48%	Reduced
273	Paradigm Capital Management Inc Albany, New York	$18M	-$436K	1	2.19%	Reduced
274	BAPIM British Airways Pensions Investment Management London, United Kingdom	$17.9M	-$9.26M	1	0.61%	Reduced
275	SAM Sentinel Asset Management Montpelier, Vermont	$17.9M	-$23.6M	3	0.46%	Reduced