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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	SCM SKBA Capital Management San Francisco, California	$19.4M	-$1.22M	1	1.89%	Reduced
277	Balyasny Asset Management Chicago, Illinois	$19.1M	-$80.5M	4	0.12%	Reduced
278	FQ First Quadrant Glendale, California	$18.9M	+$16.1M	2	0.42%	Increased
279	OIM Oceanic Investment Management Douglas, Isle Of Man	$18.9M	+$3.15M	2	8.97%	Increased
280	Zurich Cantonal Bank Zurich, Switzerland	$18.8M	-$14.8M	13	0.25%	Reduced
281	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$18.6M	+$1.25M	2	1.15%	Increased
282	ICOM Investment Counselors of Maryland Baltimore, Maryland	$18.3M	-$4.21M	2	1.01%	Reduced
283	Cornerstone Investment Partners Atlanta, Georgia	$18.3M	+$18.1M	1	0.64%	Increased
284	PM Pembroke Management Montreal, Quebec, Canada	$18.2M	-$1.87M	1	1.67%	Reduced
285	Eventide Asset Management Boston, Massachusetts	$18.2M	-$15.8M	4	1.11%	Reduced
286	Tocqueville Asset Management New York	$18.2M	-$5.73M	5	0.22%	Reduced
287	BCM Beddow Capital Management Jackson, Wyoming	$18.1M	-$1.95M	2	7.54%	Reduced
288	FP Foundry Partners Minneapolis, Minnesota	$17.9M	+$17.6M	2	1.02%	Increased
289	Pinnacle Associates New York	$17.9M	+$1.5M	3	0.39%	Increased
290	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$17.8M	+$111K	1	2.38%	Increased
291	OAM Oxford Asset Management Oxford, United Kingdom	$17.7M	+$7.32M	3	0.58%	Increased
292	QF QVT Financial New York	$17.7M	+$816K	1	1.22%	Increased
293	BCM Basswood Capital Management New York	$17.6M	$0	1	1.02%	Maintained
294	CG Clinton Group New York	$17.5M	+$14.7M	6	0.77%	Increased
295	MAA Matrix Asset Advisors White Plains, New York	$17.3M	+$792K	1	3.36%	Increased
296	SCM SG Capital Management Chicago, Illinois	$17.2M	+$5.5M	1	4.24%	Increased
297	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17.1M	+$559K	12	0.13%	Increased
298	BNP Paribas Asset Management Paris, France	$16.8M	+$741K	2	0.14%	Increased
299	Edge Asset Management Seattle, Washington	$16.8M	+$734K	1	0.15%	Increased
300	M&T Bank Buffalo, New York	$16.7M	-$449K	6	0.11%	Reduced