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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	Cambiar Investors Denver, Colorado	$25.1M	-$2.6M	1	0.43%	Reduced
252	State of Tennessee, Department of Treasury Nashville, Tennessee	$24.8M	-$2.83M	7	0.13%	Reduced
253	Edge Asset Management Seattle, Washington	$24.8M	+$1.39M	1	0.19%	Increased
254	Nomura Asset Management Tokyo, Japan	$24.7M	+$190K	8	0.45%	Increased
255	AFG American Financial Group Cincinnati, Ohio	$24.6M	-$898K	1	2.36%	Reduced
256	Causeway Capital Management Los Angeles, California	$24.6M	+$14.4M	2	0.43%	Increased
257	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$24.3M	-$1.82M	2	1.42%	Reduced
258	ACM Argent Capital Management St Louis, Missouri	$24.2M	+$6.82M	3	0.98%	Increased
259	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$24M	+$1.3M	1	0.25%	Increased
260	FQ First Quadrant Glendale, California	$23.8M	+$8.6M	4	0.49%	Increased
261	Jane Street New York	$23.7M	+$12.8M	9	0.1%	Increased
262	WP WMS Partners Towson, Maryland	$23.6M	+$15.3K	4	3.13%	Increased
263	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.6M	-$1.74M	2	1.25%	Reduced
264	Obermeyer Wealth Partners Aspen, Colorado	$23.5M	-$1.24M	1	2.25%	Reduced
265	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.5M	-$4.61M	2	5.25%	Reduced
266	QI QV Investors Calgary, Alberta, Canada	$23.4M	-$8.06M	1	2.62%	Reduced
267	MLICM Metropolitan Life Insurance Company (MetLife) New York	$23.4M	+$304K	12	0.17%	Increased
268	LPC Lion Point Capital New York	$23.4M	+$392K	1	5.68%	Increased
269	GH GAM Holding Zurich, Switzerland	$23.3M	-$3.66M	3	0.41%	Reduced
270	FFIM Founders Fund IV Management San Francisco, California	$23.2M	+$21.4M	1	100%	New
271	DL Delta Lloyd Amsterdam, Netherlands	$23.1M	+$3.02M	2	0.73%	Increased
272	SAM Sentinel Asset Management Montpelier, Vermont	$23.1M	-$7.97M	2	0.58%	Reduced
273	AIM Avity Investment Management Greenwich, Connecticut	$22.8M	+$380K	1	3.43%	Increased
274	CCMH Cornerstone Capital Management Holdings New York	$22.7M	-$16.7M	9	0.18%	Reduced
275	WIC Willis Investment Counsel Gainesville, Georgia	$22.6M	+$3.58M	2	1.68%	Increased