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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	Tocqueville Asset Management New York	$20.6M	-$863K	6	0.25%	Reduced
277	MAA Matrix Asset Advisors White Plains, New York	$20.6M	+$1.56M	1	3.63%	Increased
278	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.4M	-$2.33M	2	1.22%	Reduced
279	Cornerstone Investment Partners Atlanta, Georgia	$20.2M	$0	1	0.88%	Maintained
280	DL Delta Lloyd Amsterdam, Netherlands	$20.1M	+$1.05M	2	0.62%	Increased
281	DekaBank Deutsche Girozentrale Frankfurt, Germany	$20M	+$2.14M	6	0.22%	Increased
282	HCM Hoplite Capital Management New York	$19.7M	+$4.71M	1	0.91%	Increased
283	ORIO Old Republic International (ORI) Chicago, Illinois	$19.7M	$0	1	0.85%	Maintained
284	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$19.6M	+$84.9K	1	2.5%	Increased
285	WP WMS Partners Towson, Maryland	$19.1M	-$50.7K	4	2.56%	Reduced
286	WIC Willis Investment Counsel Gainesville, Georgia	$19M	+$1.2M	2	1.52%	Increased
287	Fisher Asset Management Camas, Washington	$18.6M	+$6.45M	2	0.03%	Increased
288	QF QVT Financial New York	$18.5M	$0	1	0.7%	Maintained
289	Martingale Asset Management Boston, Massachusetts	$18.4M	+$8.39M	7	0.27%	Increased
290	Suntrust Banks Atlanta, Georgia	$18.1M	+$1.63M	7	0.11%	Increased
291	M&T Bank Buffalo, New York	$18M	+$156K	6	0.11%	Increased
292	BNP Paribas Asset Management Paris, France	$17.8M	-$499K	3	0.15%	Reduced
293	Asset Management One Tokyo, Japan	$17.7M	-$537K	5	0.26%	Reduced
294	SD Sumway Development Shanghai, China	$17.4M	-$49.5M	1	7.03%	Reduced
295	BCM Beddow Capital Management Jackson, Wyoming	$17.2M	-$2.03M	2	7.05%	Reduced
296	Cullen/Frost Bankers San Antonio, Texas	$17M	-$145K	1	0.61%	Reduced
297	State of Michigan Retirement System Lansing, Michigan	$16.6M	-$71M	5	0.13%	Reduced
298	TCM Tygh Capital Management Portland, Oregon	$16.6M	+$6.74M	3	4.49%	Increased
299	Gulf International Bank (UK) London, United Kingdom	$16.4M	+$1.56M	2	0.27%	Increased
300	Churchill Management Los Angeles, California	$16.4M	+$4.49M	1	0.67%	Increased