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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	JP Morgan Private Wealth Advisors San Francisco, California	$22.5M	-$493K	9	0.2%	Reduced
277	DekaBank Deutsche Girozentrale Frankfurt, Germany	$22.5M	-$407K	7	0.24%	Reduced
278	Commerce Bank Kansas City, Missouri	$22.3M	+$475K	5	0.33%	Increased
279	Capital International Los Angeles, California	$22.3M	-$895K	1	1.56%	Reduced
280	MAA Matrix Asset Advisors White Plains, New York	$21.6M	+$534K	1	3.65%	Increased
281	UBS O'Connor Chicago, Illinois	$21.4M	+$20.9M	2	0.41%	New
282	Pinnacle Associates New York	$21.3M	-$242K	5	0.43%	Reduced
283	TPSF Texas Permanent School Fund Austin, Texas	$21.3M	-$815K	8	0.28%	Reduced
284	SM Seminole Management New York	$21.1M	-$3.21M	1	4.09%	Reduced
285	PGGM Investments Zeist, Netherlands	$21.1M	-$839K	1	0.11%	Reduced
286	CEP Chicago Equity Partners Chicago, Illinois	$21M	+$8.65M	4	0.56%	Increased
287	FMW Farr Miller & Washington Washington, District of Columbia	$21M	-$734K	1	2.26%	Reduced
288	Tocqueville Asset Management New York	$20.9M	-$1.28M	6	0.27%	Reduced
289	AHL Partners London, United Kingdom	$20.4M	+$8.42M	8	0.62%	Increased
290	Nordea Investment Management Stockholm, Sweden	$20.3M	-$5.56M	3	0.05%	Reduced
291	Daiwa Securities Group Tokyo, Japan	$20.3M	+$10.9M	4	0.13%	Increased
292	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.2M	+$203K	1	2.62%	Increased
293	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$19.8M	+$17.1M	2	1.22%	Increased
294	WI Wafra Inc New York	$18.8M	+$16.9M	1	1.02%	New
295	State of New Jersey Common Pension Fund D Trenton, New Jersey	$18.7M	-$11.3M	3	0.08%	Reduced
296	VanEck Associates New York	$18.5M	-$5.51M	5	0.09%	Reduced
297	CHA Cedar Hill Associates Chicago, Illinois	$18.4M	-$513K	1	3.1%	Reduced
298	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$18.3M	+$1.47M	4	1.27%	Increased
299	Suntrust Banks Atlanta, Georgia	$18.3M	-$385K	7	0.11%	Reduced
300	SD Sumway Development Shanghai, China	$18.3M	$0	1	8.28%	Maintained