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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	VanEck Associates New York	$23.3M	+$108K	5	0.13%	Increased
277	KMC Kirr Marbach & Co Columbus, Indiana	$23.3M	-$95.3K	2	4.17%	Reduced
278	QI QV Investors Calgary, Alberta, Canada	$23M	-$1.62M	1	2.63%	Reduced
279	PGGM Investments Zeist, Netherlands	$23M	-$2.61M	1	0.11%	Reduced
280	PCM Penn Capital Management Philadelphia, Pennsylvania	$22.8M	+$925K	2	0.9%	Increased
281	AH Achievement Holdings Chicago, Illinois	$22.5M	+$8.38M	2	0.78%	Increased
282	Asset Management One Tokyo, Japan	$22.4M	-$2.05M	7	0.28%	Reduced
283	Reinhart Partners Mequon, Wisconsin	$22.3M	+$1.17M	2	1.62%	Increased
284	NPIC Neumeier Poma Investment Counsel Carmel, California	$22.1M	+$4.63M	2	4.85%	Increased
285	WesBanco Bank Wheeling, West Virginia	$22.1M	+$1.22M	3	1.22%	Increased
286	Capital International Sarl Los Angeles, California	$22M	-$5.35M	1	1.6%	Reduced
287	Eventide Asset Management Boston, Massachusetts	$21.9M	+$8.87M	2	1.65%	Increased
288	Fred Alger Management New York	$21.7M	-$58.9M	1	0.1%	Reduced
289	Paradigm Capital Management Inc Albany, New York	$21.4M	-$1.56K	1	2.2%	Reduced
290	Janus Henderson Group London,	$21.2M	-$4.98M	2	0.16%	Reduced
291	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$21.2M	+$178K	5	0.16%	Increased
292	Teacher Retirement System of Texas Austin, Texas	$21.2M	-$23.2M	13	0.16%	Reduced
293	Lord, Abbett & Co Jersey City, New Jersey	$21M	-$38.1M	3	0.05%	Reduced
294	WI WBI Investments Red Bank, New Jersey	$20.9M	+$20.3M	1	0.5%	New
295	TPSF Texas Permanent School Fund Austin, Texas	$20.8M	-$522K	6	0.23%	Reduced
296	Envestnet Asset Management Chicago, Illinois	$20.7M	+$17.6M	6	0.11%	Increased
297	CCA Canyon Capital Advisors Dallas, Texas	$20.6M	+$17M	2	0.64%	New
298	Hermes Investment Management London Uk, United Kingdom	$20.5M	+$898K	1	0.48%	Increased
299	RCM Rutabaga Capital Management Boston, Massachusetts	$20.5M	+$6.52M	1	2.02%	Increased
300	AIM Avity Investment Management Greenwich, Connecticut	$20.1M	+$737K	1	3.19%	Increased