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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	NI Nuance Investments Kansas City, Missouri	$30.3M	+$26.1M	1	1.05%	Increased
252	Ancora Advisors Cleveland, Ohio	$30.1M	-$1.92M	6	1.39%	Reduced
253	Capital International Los Angeles, California	$30.1M	+$35.7M	1	3.38%	New
254	NC Nightview Capital Austin, Texas	$29.9M	-$24.8M	1	7.67%	Reduced
255	Causeway Capital Management Los Angeles, California	$29.8M	-$179K	2	0.48%	Reduced
256	Aberdeen Group Edinburgh, United Kingdom	$29.7M	-$1.47M	4	0.09%	Reduced
257	ALPS Advisors Denver, Colorado	$29.7M	-$12.7M	7	0.46%	Reduced
258	LM Luminus Management Houston, Texas	$29.7M	-$21.5M	4	3.06%	Reduced
259	NC Nitorum Capital New York	$29.6M	-$27.9K	1	2.29%	Reduced
260	Castleark Management Chicago, Illinois	$29.4M	-$12.5M	3	1.74%	Reduced
261	United Capital Financial Advisors Irving, Texas	$29.1M	-$2.1M	4	0.24%	Reduced
262	Vaughan Nelson Investment Management Houston, Texas	$28.9M	+$3.02M	2	0.49%	Increased
263	Capital International Inc Los Angeles, California	$28.4M	+$33.7M	1	0.48%	New
264	Arizona State Retirement System Phoenix, Arizona	$28.1M	+$6.46M	11	0.48%	Increased
265	Dana Investment Advisors Waukesha, Wisconsin	$28M	+$14.8M	3	1.71%	Increased
266	MN Services Vermogensbeheer The Hague, Netherlands	$28M	-$2.31M	1	0.31%	Reduced
267	Xact Kapitalforvaltning Stockholm, Sweden	$28M	-$1.44M	10	0.6%	Reduced
268	Candriam SCA Strassen, Luxembourg, Luxembourg	$27.5M	+$2.11K	3	0.31%	Increased
269	William Blair & Company Chicago, Illinois	$27.5M	+$2.63M	7	0.17%	Increased
270	GA Greenhaven Associates Purchase, New York	$27M	-$33.6M	1	1%	Reduced
271	JP Morgan Private Wealth Advisors San Francisco, California	$26.8M	-$1.06M	5	0.15%	Reduced
272	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$26.8M	+$559K	3	0.27%	Increased
273	Trillium Asset Management Boston, Massachusetts	$26.7M	+$2.59M	2	1.4%	Increased
274	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$26.7M	+$7.03M	3	2.79%	Increased
275	M&T Bank Buffalo, New York	$26.6M	-$906K	8	0.16%	Reduced