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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	HA Heartland Advisors Milwaukee, Wisconsin	$34.2M	+$1.71M	4	2.28%	Increased
252	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$33.5M	+$106K	1	0.14%	Increased
253	AQR Arbitrage Greenwich, Connecticut	$33.5M	+$14.7M	2	0.39%	Increased
254	ACI AMP Capital Investors Sydney, Australia	$33.4M	+$654K	4	0.18%	Increased
255	Wolverine Asset Management Chicago, Illinois	$33M	+$11.8M	5	0.38%	Increased
256	ORIO Old Republic International (ORI) Chicago, Illinois	$32.8M	$0	1	0.95%	Maintained
257	AGF Investments Inc Toronto, Ontario, Canada	$32.2M	+$515K	1	0.32%	Increased
258	Nuveen Charlotte, North Carolina	$31.9M	-$6.77M	5	0.17%	Reduced
259	Arizona State Retirement System Phoenix, Arizona	$31.8M	+$376K	9	0.3%	Increased
260	WIC Willis Investment Counsel Gainesville, Georgia	$31.7M	+$1.76M	2	2.19%	Increased
261	HBK Investments Dallas, Texas	$31.7M	+$447K	9	0.25%	Increased
262	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$31M	+$493K	5	0.06%	Increased
263	Commerce Bank Kansas City, Missouri	$30.9M	+$623K	5	0.37%	Increased
264	Paradigm Capital Management Inc Albany, New York	$30.7M	-$1.32M	2	2.42%	Reduced
265	Obermeyer Wealth Partners Aspen, Colorado	$30.6M	-$456K	1	2.59%	Reduced
266	SGAM Smith Group Asset Management Dallas, Texas	$30.2M	-$238K	4	0.86%	Reduced
267	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$29.7M	-$4.15M	2	6.89%	Reduced
268	Gotham Asset Management New York	$29.6M	+$14.5M	8	0.41%	Increased
269	PCM Penn Capital Management Philadelphia, Pennsylvania	$29.6M	-$4.23M	3	2.25%	Reduced
270	QS Investors New York	$29.5M	+$5.8M	13	0.28%	Increased
271	Davis Selected Advisers Tucson, Arizona	$29.5M	+$16.6K	1	0.13%	Increased
272	NC Nightview Capital Austin, Texas	$29.3M	-$3.15M	1	10.82%	Reduced
273	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$29.2M	-$7.94M	2	1.46%	Reduced
274	IECM Intrinsic Edge Capital Management Chicago, Illinois	$29M	+$14.5M	2	4.65%	Increased
275	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$28.7M	+$2.48M	2	2.36%	Increased