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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	JP Morgan Private Wealth Advisors San Francisco, California	$24.6M	-$1.52M	8	0.24%	Reduced
252	HHC Hutchin Hill Capital New York	$24.5M	-$9.09M	3	0.72%	Reduced
253	Comerica Bank Dallas, Texas	$24M	-$1.21M	10	0.21%	Reduced
254	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.3M	-$8.01M	3	1.34%	Reduced
255	ALPS Advisors Denver, Colorado	$22.8M	-$2.07M	1	0.24%	Reduced
256	Douglas Lane & Associates New York	$22.5M	+$19.9M	2	0.62%	New
257	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$22.5M	-$8.89M	1	0.91%	Reduced
258	RCM Riverhead Capital Management Wilmington, Delaware	$22.5M	+$3.49M	8	0.32%	Increased
259	KBC Group Brussels, Belgium	$21.8M	-$942K	11	0.36%	Reduced
260	SG Americas Securities New York	$21.8M	-$19.6M	11	0.16%	Reduced
261	SCM SKBA Capital Management San Francisco, California	$21.5M	-$541K	1	2.16%	Reduced
262	TPSF Texas Permanent School Fund Austin, Texas	$21.3M	-$479K	8	0.27%	Reduced
263	AIM Avity Investment Management Greenwich, Connecticut	$20.9M	-$193K	1	3.36%	Reduced
264	Jane Street New York	$20.8M	+$9.66M	5	0.12%	Increased
265	Winton Group London, United Kingdom	$20.8M	-$38M	1	0.23%	Reduced
266	PEAK6 Group Chicago, Illinois	$20.7M	+$15.4M	5	0.17%	Increased
267	ORIO Old Republic International (ORI) Chicago, Illinois	$20.5M	+$4.81M	1	1.01%	Increased
268	AGF Investments Inc Toronto, Ontario, Canada	$20.2M	-$8.13M	3	0.24%	Reduced
269	O'Shaughnessy Asset Management Stamford, Connecticut	$20M	+$5.62M	5	0.5%	Increased
270	WIC Willis Investment Counsel Gainesville, Georgia	$19.9M	+$125K	2	1.75%	Increased
271	Janney Montgomery Scott Philadelphia, Pennsylvania	$19.7M	+$2.24M	3	0.52%	Increased
272	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$19.7M	+$5.18M	3	0.61%	Increased
273	NPIC Neumeier Poma Investment Counsel Carmel, California	$19.6M	+$1.97M	1	3.11%	Increased
274	PGGM Investments Zeist, Netherlands	$19.6M	+$419K	1	0.1%	Increased
275	Hermes Investment Management London Uk, United Kingdom	$19.5M	+$2.87M	1	0.41%	Increased