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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	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$31.8M	+$3.88M	2	6.7%	Increased
252	Haverford Trust Company Radnor, Pennsylvania	$31.7M	-$1.03M	1	0.63%	Reduced
253	HBK Investments Dallas, Texas	$31.7M	+$343K	8	0.21%	Increased
254	Eaton Vance Management Boston, Massachusetts	$31.4M	+$2.71M	5	0.07%	Increased
255	ACI AMP Capital Investors Sydney, Australia	$30.9M	-$5.5M	5	0.17%	Reduced
256	H Hexavest Montreal, Quebec, Canada	$30.1M	+$31.4M	2	0.39%	Increased
257	GW&K Investment Management Boston, Massachusetts	$29.7M	+$5.06M	1	0.49%	Increased
258	Daiwa Securities Group Tokyo, Japan	$29.6M	-$140K	5	0.23%	Reduced
259	FG Formula Growth Montreal, Quebec, Canada	$28.8M	+$25.5M	1	3.16%	Increased
260	NC Nitorum Capital New York	$28.6M	$0	1	3.2%	Maintained
261	ORIO Old Republic International (ORI) Chicago, Illinois	$28.3M	$0	1	0.87%	Maintained
262	UBV United Bank (Virginia) Vienna, Virginia	$28.2M	$0	1	6.54%	Maintained
263	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$28.1M	+$4.76M	5	0.06%	Increased
264	Arizona State Retirement System Phoenix, Arizona	$28M	+$3.75M	9	0.28%	Increased
265	RHJA Rice Hall James & Associates San Diego, California	$27.9M	+$7.91M	3	1.01%	Increased
266	Nomura Asset Management Tokyo, Japan	$27.8M	+$802K	2	0.29%	Increased
267	Commonwealth Equity Services Waltham, Massachusetts	$27.7M	-$838K	7	0.14%	Reduced
268	Paradigm Capital Management Inc Albany, New York	$27.6M	$0	2	2.23%	Maintained
269	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.3M	+$4.22M	8	0.18%	Increased
270	AFG American Financial Group Cincinnati, Ohio	$27.2M	$0	1	2.61%	Maintained
271	Wolverine Asset Management Chicago, Illinois	$27.2M	+$16.4M	4	0.35%	Increased
272	Robeco Institutional Asset Management Rotterdam, Netherlands	$27.1M	+$7.06M	5	0.12%	Increased
273	Swiss Life Asset Management Zurich,	$27M	-$1.5M	2	0.4%	Reduced
274	HighTower Advisors Chicago, Illinois	$26.9M	+$804K	8	0.21%	Increased
275	Obermeyer Wealth Partners Aspen, Colorado	$26.8M	-$447K	1	2.39%	Reduced