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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	Edge Asset Management Seattle, Washington	$26.5M	+$985K	1	0.2%	Increased
252	GW&K Investment Management Boston, Massachusetts	$25.9M	-$239K	1	0.49%	Reduced
253	O'Shaughnessy Asset Management Stamford, Connecticut	$25.8M	-$7.38M	7	0.61%	Reduced
254	QI QV Investors Calgary, Alberta, Canada	$25.7M	-$167K	1	2.64%	Reduced
255	HBK Investments Dallas, Texas	$25.6M	+$9.89M	5	0.21%	Increased
256	Commerce Bank Kansas City, Missouri	$25.5M	+$791K	5	0.36%	Increased
257	ACM Argent Capital Management St Louis, Missouri	$25.5M	-$633K	4	0.97%	Reduced
258	ICOM Investment Counselors of Maryland Baltimore, Maryland	$25.4M	-$202K	2	1.33%	Reduced
259	AIM Avity Investment Management Greenwich, Connecticut	$25.3M	+$69.3K	1	3.55%	Increased
260	SAM Sentinel Asset Management Montpelier, Vermont	$25.3M	+$428K	2	0.6%	Increased
261	JIR James Investment Research Alpha, Ohio	$24.9M	-$10.8M	5	0.7%	Reduced
262	CIM Corbyn Investment Management Lutherville, Maryland	$24.8M	-$2.99M	3	7.42%	Reduced
263	GG GCM Grosvenor Chicago, Illinois	$24.7M	+$26.1M	1	21.81%	New
264	DekaBank Deutsche Girozentrale Frankfurt, Germany	$24.7M	+$392K	7	0.23%	Increased
265	WP WMS Partners Towson, Maryland	$24.6M	-$579K	4	3.1%	Reduced
266	SCM SG Capital Management Chicago, Illinois	$24.4M	+$23.3M	2	5.96%	New
267	Summit Partners Public Asset Management Boston, Massachusetts	$24.3M	+$12.1M	2	4.73%	Increased
268	Capital International Los Angeles, California	$24.3M	-$277K	1	1.58%	Reduced
269	CCMH Cornerstone Capital Management Holdings New York	$24.2M	+$280K	7	0.19%	Increased
270	MLICM Metropolitan Life Insurance Company (MetLife) New York	$24.1M	-$859K	12	0.17%	Reduced
271	WBC Westpac Banking Corp Sydney, Australia	$24.1M	+$9.09M	4	0.19%	Increased
272	1C 1060 Capital Denver, Colorado	$24.1M	+$9.1M	2	7.74%	Increased
273	OAM Oxford Asset Management Oxford, United Kingdom	$23.8M	+$9.86M	6	0.58%	Increased
274	AFG American Financial Group Cincinnati, Ohio	$23.8M	$0	1	2.21%	Maintained
275	CEP Chicago Equity Partners Chicago, Illinois	$23.8M	+$1.55M	4	0.68%	Increased