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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	SG Swarthmore Group Philadelphia, Pennsylvania	$25.2M	+$25.7M	1	2.34%	New
277	Capital Fund Management (CFM) Paris, France	$25.2M	-$14.2M	1	0.28%	Reduced
278	BNP Paribas Asset Management Paris, France	$25.2M	+$18.5M	5	0.2%	Increased
279	Comerica Bank Dallas, Texas	$25.1M	-$23.9M	8	0.22%	Reduced
280	Ferguson Wellman Capital Management Portland, Oregon	$25.1M	-$345K	2	1.07%	Reduced
281	EA Ecofin Advisors London, United Kingdom	$25.1M	-$4.33M	2	4.45%	Reduced
282	Reinhart Partners Mequon, Wisconsin	$24.5M	+$7.79M	2	1.78%	Increased
283	Baird Milwaukee, Wisconsin	$24.2M	-$1.67M	6	0.34%	Reduced
284	HA Heartland Advisors Milwaukee, Wisconsin	$24.2M	+$2.4M	4	0.47%	Increased
285	Ruffer LLP London, United Kingdom	$24.1M	-$1.01M	1	0.86%	Reduced
286	WC Walthausen & Co Malta, New York	$23.9M	-$3.71M	2	1.94%	Reduced
287	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$23.8M	+$8.14M	2	4.52%	Increased
288	PGGM Investments Zeist, Netherlands	$23.5M	+$834K	1	0.11%	Increased
289	Channing Capital Management Chicago, Illinois	$23M	-$1.07M	1	1.39%	Reduced
290	IAM Impax Asset Management Portsmouth, New Hampshire	$22.5M	-$11.4M	2	1.46%	Reduced
291	Cullen/Frost Bankers San Antonio, Texas	$22.4M	+$2.18M	1	0.91%	Increased
292	PP PDT Partners New York	$22.4M	-$10.9M	5	0.57%	Reduced
293	Allstate Corporation Northbrook, Illinois	$22.2M	-$1.46M	1	1.01%	Reduced
294	VFM Viking Fund Management Minot, North Dakota	$22.1M	+$2.13M	1	2.46%	Increased
295	QIM Quantitative Investment Management Charlottesville, Virginia	$22M	+$15.6M	3	4.24%	Increased
296	Pinnacle Associates New York	$22M	+$35.2K	2	0.45%	Increased
297	Impax Asset Management (UK) London, United Kingdom	$21.9M	-$23.6M	2	1.88%	Reduced
298	Douglas C. Lane & Associates New York	$21.9M	+$3.99M	1	0.65%	Increased
299	Eaton Vance Management Boston, Massachusetts	$21.9M	-$111M	4	0.07%	Reduced
300	OAM Oxford Asset Management Oxford, United Kingdom	$21.7M	+$9.78M	4	0.5%	Increased