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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	VanEck Associates New York	$23.4M	-$205K	5	0.11%	Reduced
252	SCM Stevens Capital Management Radnor, Pennsylvania	$23M	-$7.08M	4	0.96%	Reduced
253	SM Seminole Management New York	$22.9M	+$168K	2	3.93%	Increased
254	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$22.7M	-$1.02M	1	0.95%	Reduced
255	Castleark Management Chicago, Illinois	$22.7M	-$6M	2	0.69%	Reduced
256	Capital International Los Angeles, California	$22.7M	-$653K	1	1.6%	Reduced
257	GH GAM Holding Zurich, Switzerland	$22.4M	-$4M	4	0.39%	Reduced
258	JP Morgan Private Wealth Advisors San Francisco, California	$22.3M	+$418K	9	0.21%	Increased
259	Westfield Capital Management Boston, Massachusetts	$22.3M	+$7M	1	0.18%	Increased
260	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$22.1M	+$307K	1	3.27%	Increased
261	QAM Quentec Asset Management New York	$22M	+$7.89M	1	2.99%	Increased
262	Eagle Asset Management St Petersburg, Florida	$21.9M	+$14.7M	3	0.15%	Increased
263	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$21.6M	+$18.1M	1	0.21%	Increased
264	Commerce Bank Kansas City, Missouri	$21.6M	-$113K	4	0.34%	Reduced
265	Edge Asset Management Seattle, Washington	$21.5M	+$4.31M	1	0.18%	Increased
266	PGGM Investments Zeist, Netherlands	$21.5M	-$96.2K	1	0.11%	Reduced
267	AIM Avity Investment Management Greenwich, Connecticut	$21.4M	-$1.12M	1	3.31%	Reduced
268	SCM Snow Capital Management Sewickley, Pennsylvania	$21.4M	-$34.6M	1	0.96%	Reduced
269	Hermes Investment Management London Uk, United Kingdom	$21.3M	-$2.66M	1	0.36%	Reduced
270	Pinnacle Associates New York	$21M	+$1.19M	4	0.42%	Increased
271	BCM Basswood Capital Management New York	$21M	$0	1	1%	Maintained
272	TPSF Texas Permanent School Fund Austin, Texas	$20.9M	-$749K	8	0.28%	Reduced
273	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$20.8M	-$1.04M	2	1.35%	Reduced
274	FMW Farr Miller & Washington Washington, District of Columbia	$20.7M	+$166K	1	2.26%	Increased
275	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.7M	+$2.18M	12	0.15%	Increased