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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	OAM Oxford Asset Management Oxford, United Kingdom	$17.5M	+$12.1M	5	0.55%	Increased
277	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$2.44M	1	0.68%	Reduced
278	Ruffer LLP London, United Kingdom	$17.1M	+$14.1M	1	0.73%	Increased
279	WesBanco Bank Wheeling, West Virginia	$16.9M	-$36.6K	2	1.03%	Reduced
280	AIM Avity Investment Management Greenwich, Connecticut	$16.9M	+$1.66M	1	2.73%	Increased
281	SEI Investments Oaks, Pennsylvania	$16.8M	+$5.46M	11	0.15%	Increased
282	Envestnet Asset Management Chicago, Illinois	$16.6M	-$2.12M	9	0.08%	Reduced
283	Kennedy Capital Management St Louis, Missouri	$16.4M	-$1.8M	3	0.34%	Reduced
284	Klingenstein Fields & Co New York	$16.3M	-$186K	1	0.81%	Reduced
285	PGGM Investments Zeist, Netherlands	$16.3M	+$135K	1	0.09%	Increased
286	Oppenheimer & Co New York	$16.1M	-$33K	5	0.49%	Reduced
287	Janney Montgomery Scott Philadelphia, Pennsylvania	$16M	+$14M	4	0.45%	Increased
288	DL Delta Lloyd Amsterdam, Netherlands	$16M	-$1.78M	3	0.51%	Reduced
289	TA Teton Advisors Rye, New York	$15.9M	+$1.84M	6	1.2%	Increased
290	BCM Brown Capital Management Baltimore, Maryland	$15.8M	+$2.01M	1	0.27%	Increased
291	DekaBank Deutsche Girozentrale Frankfurt, Germany	$15.7M	-$26.7K	5	0.19%	Reduced
292	TPSF Texas Permanent School Fund Austin, Texas	$15.7M	-$157K	7	0.2%	Reduced
293	NPIC Neumeier Poma Investment Counsel Carmel, California	$15.4M	-$1.53M	1	2.92%	Reduced
294	ZBI Ziff Brothers Investments New York	$15.4M	+$15.8M	1	5.48%	New
295	Natixis Advisors Boston, Massachusetts	$15.4M	-$4.28M	3	0.27%	Reduced
296	Gulf International Bank (UK) London, United Kingdom	$15.1M	+$313K	3	0.28%	Increased
297	SoftBank Group Tokyo, Japan	$14.9M	$0	1	0.12%	Maintained
298	ProShare Advisors Bethesda, Maryland	$14.9M	+$2.21M	4	0.21%	Increased
299	Pinnacle Associates New York	$14.8M	-$4.24M	3	0.33%	Reduced
300	Anchor Capital Advisors Boston, Massachusetts	$14.7M	+$431K	2	0.37%	Increased