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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	LM Luminus Management Houston, Texas	$26.4M	+$8.44M	7	1.01%	Increased
277	PFU Parus Finance (UK) London, United Kingdom	$26.2M	+$7.21M	1	5.47%	Increased
278	Silvercrest Asset Management New York	$26.1M	+$24M	2	0.39%	New
279	GW&K Investment Management Boston, Massachusetts	$25M	+$25.1M	1	0.63%	New
280	Cullen/Frost Bankers San Antonio, Texas	$25M	+$1.37M	1	1.01%	Increased
281	HighTower Advisors Chicago, Illinois	$24.8M	+$4.1M	6	0.43%	Increased
282	HA Heartland Advisors Milwaukee, Wisconsin	$24.8M	+$14.2M	4	0.43%	Increased
283	Klingenstein Fields & Co New York	$24.7M	+$653K	2	1.05%	Increased
284	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$24.7M	-$2.13M	3	0.27%	Reduced
285	BCM Beddow Capital Management Jackson, Wyoming	$24.6M	+$10.1K	2	6.7%	Increased
286	Capital International Inc Los Angeles, California	$24.5M	-$4.25M	1	1.29%	Reduced
287	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$24.3M	+$431K	1	3.21%	Increased
288	PFC Phocas Financial Corp Alameda, California	$24.1M	+$3.26M	2	1.44%	Increased
289	HCCM Herring Creek Capital Management Stamford, Connecticut	$24M	+$4.81M	1	4.69%	Increased
290	PEAK6 Group Chicago, Illinois	$24M	+$6.69M	6	0.23%	Increased
291	DekaBank Deutsche Girozentrale Frankfurt, Germany	$24M	+$12.6M	6	0.36%	Increased
292	WI Wafra Inc New York	$23.6M	$0	2	2.96%	Maintained
293	Arizona State Retirement System Phoenix, Arizona	$23.6M	+$475K	6	0.28%	Increased
294	FA Friess Associates Greenville, Delaware	$23.1M	+$6.63M	2	1.88%	Increased
295	Channing Capital Management Chicago, Illinois	$23M	-$220K	1	1.36%	Reduced
296	ALA Atherton Lane Advisers Menlo Park, California	$22.8M	+$15.7K	1	1.26%	Increased
297	ACI AMP Capital Investors Sydney, Australia	$22.6M	-$5.95M	4	0.14%	Reduced
298	Paradigm Capital Management Inc Albany, New York	$22.6M	+$1.79M	1	1.68%	Increased
299	WesBanco Bank Wheeling, West Virginia	$22.5M	-$53.3K	3	1.26%	Reduced
300	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$22.4M	-$4.88M	7	0.26%	Reduced