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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	AIM Avity Investment Management Greenwich, Connecticut	$28.7M	-$42.1K	1	3.4%	Reduced
277	RHJA Rice Hall James & Associates San Diego, California	$28.2M	+$2.8M	3	1.01%	Increased
278	PWAM Park West Asset Management San Francisco, California	$28.1M	+$3.8M	2	1.02%	Increased
279	ProShare Advisors Bethesda, Maryland	$27.6M	-$3.87M	8	0.19%	Reduced
280	GW&K Investment Management Boston, Massachusetts	$27.3M	+$189K	1	0.44%	Increased
281	Daiwa Securities Group Tokyo, Japan	$27.2M	-$1.94M	5	0.23%	Reduced
282	Schonfeld Strategic Advisors New York	$26.9M	+$21.9M	7	1.2%	Increased
283	Congress Asset Management Boston, Massachusetts	$26.8M	+$4.69M	4	0.35%	Increased
284	DekaBank Deutsche Girozentrale Frankfurt, Germany	$26.7M	-$1.95M	6	0.16%	Reduced
285	NC Nitorum Capital New York	$26.1M	-$141K	1	2.92%	Reduced
286	MetLife Investment Management Whippany, New Jersey	$25.8M	+$10.3M	14	0.26%	Increased
287	Commonwealth Equity Services Waltham, Massachusetts	$25.7M	-$109K	8	0.12%	Reduced
288	MAA Matrix Asset Advisors White Plains, New York	$25.7M	-$1.15M	1	4.09%	Reduced
289	CC Cadinha & Co Honolulu, Hawaii	$25.7M	-$100K	1	4.06%	Reduced
290	Putnam Investments Boston, Massachusetts	$25.6M	+$495K	4	0.06%	Increased
291	LPL Financial San Diego, California	$25.4M	-$12K	9	0.06%	Reduced
292	ECP Elk Creek Partners Denver, Colorado	$25.3M	+$8.9M	1	1.37%	Increased
293	SIC Schwartz Investment Counsel Plymouth, Michigan	$25M	$0	1	1.33%	Maintained
294	Pinnacle Associates New York	$25M	+$96K	6	0.52%	Increased
295	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$25M	-$143K	1	2.66%	Reduced
296	CAM Cortina Asset Management Milwaukee, Wisconsin	$24.9M	+$1.7M	2	1.16%	Increased
297	Virginia Retirement Systems Richmond, Virginia	$24.8M	+$103K	6	0.29%	Increased
298	British Columbia Investment Management Victoria, British Columbia, Canada	$24.8M	-$6.5M	2	0.26%	Reduced
299	Gulf International Bank (UK) London, United Kingdom	$24.7M	+$1.96M	2	0.29%	Increased
300	HighTower Advisors Chicago, Illinois	$24.6M	-$1.19M	6	0.18%	Reduced