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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	FMA Fiduciary Management Associates Chicago, Illinois	$21.5M	+$1.48M	1	1.26%	Increased
252	RCM Rutabaga Capital Management Boston, Massachusetts	$21.4M	-$140K	1	2.69%	Reduced
253	Comerica Bank Dallas, Texas	$21.4M	+$2.81M	10	0.21%	Increased
254	Parallax Volatility Advisers San Francisco, California	$21.3M	+$20M	5	0.04%	Increased
255	Zacks Investment Management Chicago, Illinois	$21.3M	+$10.3M	1	0.69%	Increased
256	KBC Group Brussels, Belgium	$21.1M	-$541K	11	0.39%	Reduced
257	AMF Tjänstepension Stockholm, Sweden	$21M	+$6.64M	1	0.29%	Increased
258	ALPS Advisors Denver, Colorado	$20.9M	+$1.41M	3	0.2%	Increased
259	Kennedy Capital Management St Louis, Missouri	$20.8M	+$2.24M	5	0.42%	Increased
260	Capital International Los Angeles, California	$20.6M	-$1.51M	1	1.3%	Reduced
261	Waddell & Reed Financial Overland Park, Kansas	$20.4M	-$215M	2	0.03%	Reduced
262	Teacher Retirement System of Texas Austin, Texas	$19.8M	+$1.73M	14	0.14%	Increased
263	ECM Engine Capital Management New York	$19.7M	+$20.7M	1	18.39%	New
264	TPSF Texas Permanent School Fund Austin, Texas	$19.4M	+$3.65M	7	0.24%	Increased
265	LCP Lombardia Capital Partners Pasadena, California	$19.4M	-$11.6M	2	0.97%	Reduced
266	Douglas C. Lane & Associates New York	$19.2M	-$1.84M	2	0.52%	Reduced
267	Paradigm Capital Management Inc Albany, New York	$18.8M	$0	1	2.09%	Maintained
268	CI Investments Inc Toronto, Ontario, Canada	$18.7M	-$30.7M	1	0.24%	Reduced
269	SCM SKBA Capital Management San Francisco, California	$18.4M	-$13.5M	1	1.87%	Reduced
270	Numeric Investors Boston, Massachusetts	$17.6M	+$14.1M	5	0.19%	Increased
271	Prudential plc London, England, United Kingdom	$17.6M	-$33.4M	1	0.07%	Reduced
272	Vaughan Nelson Investment Management Houston, Texas	$17.5M	-$26.7M	1	0.22%	Reduced
273	AIM Avity Investment Management Greenwich, Connecticut	$17.5M	+$794K	1	2.76%	Increased
274	GC Globeflex Capital San Diego, California	$17.3M	+$13.8M	1	4.62%	New
275	ZBI Ziff Brothers Investments New York	$17.3M	+$2.24M	1	4.8%	Increased