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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	$32.6M	+$2.59M	5	0.18%	Increased
252	Commerce Bank Kansas City, Missouri	$32.5M	+$2.69M	6	0.38%	Increased
253	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.4M	-$922K	4	1.69%	Reduced
254	Royal London Asset Management United Kingdom	$32M	-$829K	3	0.25%	Reduced
255	Fuller & Thaler Asset Management San Mateo, California	$32M	+$19.8M	1	0.41%	Increased
256	Korea Investment Corp Seoul, South Korea	$31.9M	+$17.7M	2	0.14%	Increased
257	PEAK6 Investments Chicago, Illinois	$31.4M	+$12M	6	0.18%	Increased
258	UBV United Bank (Virginia) Vienna, Virginia	$31.3M	-$331K	1	5.63%	Reduced
259	WIC Willis Investment Counsel Gainesville, Georgia	$31.2M	+$74.9K	2	2.14%	Increased
260	IECM Intrinsic Edge Capital Management Chicago, Illinois	$31M	-$7.94M	1	5.24%	Reduced
261	Fjarde Ap-fonden Stockholm, Sweden	$30.9M	+$3.8M	2	0.39%	Increased
262	QIM Quantitative Investment Management Charlottesville, Virginia	$30.4M	+$8.71M	6	1.76%	Increased
263	Arizona State Retirement System Phoenix, Arizona	$30.4M	-$381K	11	0.36%	Reduced
264	T TOBAM Paris, France	$30.2M	+$2.1M	1	1.53%	Increased
265	FP Foundry Partners Minneapolis, Minnesota	$29.9M	+$2.65M	5	1.2%	Increased
266	OAM Oxford Asset Management Oxford, United Kingdom	$29.6M	+$15.2M	10	0.64%	Increased
267	NC Nitorum Capital New York	$29.5M	+$4.07M	1	1.95%	Increased
268	Aviva London, United Kingdom	$29.5M	-$9.25M	3	0.2%	Reduced
269	QS Investors New York	$29.2M	+$7.71M	9	0.32%	Increased
270	Obermeyer Wealth Partners Aspen, Colorado	$28.4M	+$64.1K	1	2.67%	Increased
271	MCIM Meadow Creek Investment Management Atlanta, Georgia	$28.3M	+$10M	8	0.58%	Increased
272	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$28.2M	-$105K	5	0.2%	Reduced
273	Commonwealth Equity Services Waltham, Massachusetts	$28M	+$1.19M	10	0.13%	Increased
274	ACM Argent Capital Management St Louis, Missouri	$27.7M	-$22.3M	3	1.01%	Reduced
275	Vaughan Nelson Investment Management Houston, Texas	$27.6M	-$6.17M	2	0.37%	Reduced