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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	ACI AMP Capital Investors Sydney, Australia	$28.8M	-$691K	3	0.18%	Reduced
252	Vaughan Nelson Investment Management Houston, Texas	$28.6M	-$2.28M	2	0.41%	Reduced
253	JCM Janney Capital Management Pittsburgh, Pennsylvania	$28.5M	-$1.29M	4	1.53%	Reduced
254	Wolverine Asset Management Chicago, Illinois	$28.4M	-$10.3M	3	0.34%	Reduced
255	WIC Willis Investment Counsel Gainesville, Georgia	$28.4M	+$3.32M	2	2.11%	Increased
256	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$28.1M	+$2.62M	2	2.1%	Increased
257	Causeway Capital Management Los Angeles, California	$28.1M	-$2.89M	2	0.33%	Reduced
258	Arizona State Retirement System Phoenix, Arizona	$26.9M	+$1.71M	11	0.35%	Increased
259	Paradigm Capital Management Inc Albany, New York	$26.9M	-$487K	2	2.64%	Reduced
260	Commonwealth Equity Services Waltham, Massachusetts	$26.9M	+$1.43M	9	0.14%	Increased
261	Fjarde Ap-fonden Stockholm, Sweden	$26.7M	+$5.47M	2	0.46%	Increased
262	UBV United Bank (Virginia) Vienna, Virginia	$26.6M	$0	2	5.53%	Maintained
263	Summit Partners Public Asset Management Boston, Massachusetts	$26.6M	$0	1	3.6%	Maintained
264	QIM Quantitative Investment Management Charlottesville, Virginia	$25.9M	+$21.9M	3	1.34%	Increased
265	Commerce Bank Kansas City, Missouri	$25.6M	+$1.01M	5	0.33%	Increased
266	FP Foundry Partners Minneapolis, Minnesota	$25.5M	-$6.32M	5	1.15%	Reduced
267	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$25.5M	-$1.31M	7	0.04%	Reduced
268	SGAM Smith Group Asset Management Dallas, Texas	$25M	+$940K	4	0.88%	Increased
269	HighTower Advisors Chicago, Illinois	$24.8M	+$462K	6	0.19%	Increased
270	LPL Financial San Diego, California	$24.5M	-$353K	10	0.07%	Reduced
271	Mariner Independent Advisor Network Overland Park, Kansas	$24.3M	+$10.4M	1	2.17%	Increased
272	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$24.3M	+$12.8M	3	0.19%	Increased
273	Castleark Management Chicago, Illinois	$24.2M	+$1.35M	2	1.03%	Increased
274	Obermeyer Wealth Partners Aspen, Colorado	$24.1M	-$145K	1	2.44%	Reduced
275	SG Americas Securities New York	$24M	-$47.5M	12	0.21%	Reduced