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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
276	Palisade Capital Management Fort Lee, New Jersey	$25.3M	+$1.32M	3	0.66%	Increased
277	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$25.2M	+$11.3M	6	1.63%	Increased
278	IRF IBM Retirement Fund Armonk, New York	$25.2M	-$912K	5	0.33%	Reduced
279	CIP Champlain Investment Partners Burlington, Vermont	$25.1M	+$9.73M	1	0.44%	Increased
280	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$24.6M	+$925K	3	0.17%	Increased
281	Rothschild & Co Asset Management US Stamford, Connecticut	$24.5M	-$4.17M	1	0.55%	Reduced
282	Nomura Holdings Tokyo, Japan	$24.5M	-$34.6M	8	0.11%	Reduced
283	Thrivent Financial for Lutherans Minneapolis, Minnesota	$24.5M	+$3.13M	7	0.15%	Increased
284	MSA Mason Street Advisors Milwaukee, Wisconsin	$24.5M	+$3.1M	7	0.2%	Increased
285	OC Oakmont Corp Los Angeles, California	$24.4M	-$1.62M	1	4.06%	Reduced
286	I.G. Investment Management Winnipeg, Manitoba, Canada	$24.4M	-$3.56M	5	0.09%	Reduced
287	Aperio Group Sausalito, California	$24.3M	-$20.5M	0	–	Closed
288	Placemark Investments Chicago, Illinois	$24.3M	+$2.49M	9	0.4%	Increased
289	Segall Bryant & Hamill Chicago, Illinois	$24.3M	-$52.8K	6	0.56%	Reduced
290	Arizona State Retirement System Phoenix, Arizona	$24.1M	-$1.29M	6	0.3%	Reduced
291	HA Halsey Associates New Haven, Connecticut	$23.9M	-$79.1K	2	5.44%	Reduced
292	VanEck Associates New York	$23.8M	+$1.11M	5	0.12%	Increased
293	LBG Lloyds Banking Group London, United Kingdom	$23.2M	-$609K	2	0.21%	Reduced
294	KCA KR Capital Advisors New York	$23.2M	-$1.53M	2	3.63%	Reduced
295	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$23.1M	-$959K	7	0.27%	Reduced
296	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23M	+$1.88M	2	6.1%	Increased
297	Nomura Asset Management Tokyo, Japan	$23M	+$14M	4	0.41%	Increased
298	ALA Atherton Lane Advisers Menlo Park, California	$22.9M	+$528K	1	1.45%	Increased
299	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$262K	1	3.33%	Increased
300	Cullen/Frost Bankers San Antonio, Texas	$22.8M	+$5.54M	1	1.01%	Increased