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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	Nomura Asset Management Tokyo, Japan	$23.3M	-$4.41M	2	0.33%	Reduced
277	FMW Farr Miller & Washington Washington, District of Columbia	$23.2M	+$61.7K	1	2.4%	Increased
278	MAA Matrix Asset Advisors White Plains, New York	$23.1M	-$727K	1	4.05%	Reduced
279	Pinnacle Associates New York	$22.9M	-$544K	5	0.44%	Reduced
280	Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.6M	-$14.5M	11	0.01%	Reduced
281	Cambiar Investors Denver, Colorado	$22.6M	-$2.71M	1	0.38%	Reduced
282	Polar Asset Management Partners Toronto, Ontario, Canada	$22.5M	+$4.5M	1	0.57%	Increased
283	TPSF Texas Permanent School Fund Austin, Texas	$22.5M	-$390K	8	0.29%	Reduced
284	Natixis Paris, France	$22.5M	+$2.42M	6	0.28%	Increased
285	CG Cutler Group San Francisco, California	$22.5M	+$10.3M	12	0.94%	Increased
286	PGGM Investments Zeist, Netherlands	$21.9M	-$1.32M	1	0.11%	Reduced
287	Tudor Investment Corp Stamford, Connecticut	$21.8M	+$6.06M	6	0.67%	Increased
288	Whittier Trust South Pasadena, California	$21.8M	+$509K	5	0.88%	Increased
289	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	-$599K	1	2.62%	Reduced
290	GH GAM Holding Zurich, Switzerland	$21.7M	-$3.23M	3	0.34%	Reduced
291	Gulf International Bank (UK) London, United Kingdom	$21.4M	+$263K	2	0.31%	Increased
292	Tocqueville Asset Management New York	$21.2M	-$1M	6	0.26%	Reduced
293	SM Seminole Management New York	$21.1M	-$5.58M	2	3.87%	Reduced
294	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$21.1M	-$3.9M	2	1.2%	Reduced
295	Laurion Capital Management New York	$21.1M	+$15.9M	6	0.16%	Increased
296	AHL Partners London, United Kingdom	$20.9M	-$644K	8	0.46%	Reduced
297	Envestnet Asset Management Chicago, Illinois	$20.4M	+$1.49M	11	0.07%	Increased
298	TCM Tygh Capital Management Portland, Oregon	$20.4M	+$3.73M	3	4.76%	Increased
299	Emerald Advisers Leola, Pennsylvania	$20.4M	+$20.7M	1	0.84%	Increased
300	AAM ACK Asset Management Greenwich, Connecticut	$20.3M	+$5.91M	1	6.02%	Increased