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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	Obermeyer Wealth Partners Aspen, Colorado	$28.6M	+$186K	1	2.54%	Increased
252	Causeway Capital Management Los Angeles, California	$28.5M	-$2.35M	2	0.35%	Reduced
253	Nomura Holdings Tokyo, Japan	$28.4M	-$12.9M	7	0.07%	Reduced
254	Commerce Bank Kansas City, Missouri	$27.8M	+$829K	4	0.39%	Increased
255	OAM Oxford Asset Management Oxford, United Kingdom	$27.6M	+$3.25M	6	0.55%	Increased
256	Global X Management Company New York	$27.5M	+$7.48M	13	0.87%	Increased
257	PIA Piedmont Investment Advisors Durham, North Carolina	$27.3M	-$12.5M	4	0.61%	Reduced
258	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$27M	-$138K	2	5.63%	Reduced
259	GW&K Investment Management Boston, Massachusetts	$26.9M	-$861K	1	0.46%	Reduced
260	HighTower Advisors Chicago, Illinois	$26.6M	+$2.72M	6	0.24%	Increased
261	Nomura Asset Management Tokyo, Japan	$26.6M	+$970K	2	0.36%	Increased
262	Paradigm Capital Management Inc Albany, New York	$26.4M	+$701K	2	2.38%	Increased
263	Polar Asset Management Partners Toronto, Ontario, Canada	$26.3M	+$3.48M	2	0.62%	Increased
264	SGAM Smith Group Asset Management Dallas, Texas	$26.2M	+$22.3M	3	0.81%	Increased
265	HBK Investments Dallas, Texas	$26.2M	+$3.25M	6	0.16%	Increased
266	DL Delta Lloyd Amsterdam, Netherlands	$26.1M	+$7M	2	0.73%	Increased
267	Eaton Vance Management Boston, Massachusetts	$25.9M	-$73.3M	5	0.07%	Reduced
268	Pinnacle Associates New York	$25.6M	+$1.89M	5	0.49%	Increased
269	HCM Hodges Capital Management Dallas, Texas	$25.4M	-$3.98M	1	1.51%	Reduced
270	AFG American Financial Group Cincinnati, Ohio	$25.4M	$0	1	2.43%	Maintained
271	Harvest Fund Management Beijing, China	$25.4M	+$21.5M	1	3.69%	Increased
272	Gulf International Bank (UK) London, United Kingdom	$25.2M	+$29.4K	2	0.36%	Increased
273	ACM Argent Capital Management St Louis, Missouri	$25.2M	-$1.74M	4	1.01%	Reduced
274	Capital International Los Angeles, California	$25M	-$480K	1	1.66%	Reduced
275	Whittier Trust South Pasadena, California	$24.8M	-$13.7K	4	0.96%	Reduced