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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	FMW Farr Miller & Washington Washington, District of Columbia	$25.3M	+$21K	1	2.25%	Increased
277	JIR James Investment Research Alpha, Ohio	$25.2M	+$3.17M	6	0.86%	Increased
278	WP WMS Partners Towson, Maryland	$25.2M	-$109K	4	2.84%	Reduced
279	RI Redwood Investments Boston, Massachusetts	$25.2M	+$11.9M	1	1.78%	Increased
280	Nomura Asset Management Tokyo, Japan	$24.8M	-$1.78M	2	0.29%	Reduced
281	SGAM Smith Group Asset Management Dallas, Texas	$24.7M	+$723K	3	0.78%	Increased
282	PIA Piedmont Investment Advisors Durham, North Carolina	$24.7M	-$827K	4	0.5%	Reduced
283	MAA Matrix Asset Advisors White Plains, New York	$24.7M	-$165K	1	3.92%	Reduced
284	GW&K Investment Management Boston, Massachusetts	$24.6M	-$4.75M	1	0.42%	Reduced
285	LPL Financial San Diego, California	$24.5M	+$1.8M	7	0.07%	Increased
286	Robeco Institutional Asset Management Rotterdam, Netherlands	$24.4M	+$9.66M	4	0.13%	Increased
287	Fjarde Ap-fonden Stockholm, Sweden	$24.3M	+$3.64M	2	0.37%	Increased
288	AIM Avity Investment Management Greenwich, Connecticut	$24.2M	+$359K	1	3.05%	Increased
289	Candriam SCA Strassen, Luxembourg, Luxembourg	$24.1M	-$864K	2	0.42%	Reduced
290	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24M	+$101K	2	1.19%	Increased
291	Gulf International Bank (UK) London, United Kingdom	$24M	+$24.5K	2	0.3%	Increased
292	DekaBank Deutsche Girozentrale Frankfurt, Germany	$23.7M	-$50K	6	0.18%	Reduced
293	QI QV Investors Calgary, Alberta, Canada	$23.5M	-$1.46M	1	0.48%	Reduced
294	Highbridge Capital Management New York	$23.4M	-$2.76M	2	0.42%	Reduced
295	LSCM Light Street Capital Management Palo Alto, California	$23.4M	-$17.9M	1	2.52%	Reduced
296	Personal Capital Advisors Redwood City, California	$23.2M	+$2.07M	1	0.4%	Increased
297	Pinnacle Associates New York	$23.1M	-$2.72M	5	0.44%	Reduced
298	CIM Corbyn Investment Management Lutherville, Maryland	$23M	-$1.72M	3	7.73%	Reduced
299	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$135K	1	2.59%	Increased
300	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$22.8M	-$1.6M	2	1.61%	Reduced