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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	PEAK6 Investments Chicago, Illinois	$23.8M	-$5.45M	5	0.15%	Reduced
277	CRCP Copper Rock Capital Partners Boston, Massachusetts	$23.3M	+$1.25M	1	1.83%	Increased
278	Nomura Asset Management Tokyo, Japan	$23M	+$2.6M	2	0.26%	Increased
279	Yacktman Asset Management Austin, Texas	$22.8M	+$22.7M	1	0.29%	New
280	TCM Tygh Capital Management Portland, Oregon	$22.4M	-$10.6M	2	4.7%	Reduced
281	Daiwa Securities Group Tokyo, Japan	$22.2M	-$1M	4	0.21%	Reduced
282	MetLife Investment Management Whippany, New Jersey	$22.1M	+$1.35M	16	0.27%	Increased
283	Clark Capital Management Group Philadelphia, Pennsylvania	$21.7M	+$19.4M	2	0.58%	Increased
284	Nisa Investment Advisors St. Louis, Missouri	$21.7M	+$928K	12	0.24%	Increased
285	CIBC Private Wealth Group Atlanta, Georgia	$21.6M	+$3.07M	5	0.1%	Increased
286	NC Nitorum Capital New York	$21.6M	+$788K	1	2.21%	Increased
287	GW&K Investment Management Boston, Massachusetts	$21.6M	+$663K	1	0.43%	Increased
288	SIC Schwartz Investment Counsel Plymouth, Michigan	$21.5M	+$1.87M	1	1.32%	Increased
289	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$21.3M	-$2.56M	2	6.37%	Reduced
290	Creative Planning Overland Park, Kansas	$21M	-$1.43M	4	0.09%	Reduced
291	AIM Avity Investment Management Greenwich, Connecticut	$21M	-$1.8M	1	2.93%	Reduced
292	MN Services Vermogensbeheer The Hague, Netherlands	$20.7M	+$13.1M	2	0.31%	Increased
293	Winton Group London, United Kingdom	$20.6M	-$1.61M	3	0.44%	Reduced
294	MAA Matrix Asset Advisors White Plains, New York	$20.5M	+$147K	1	3.8%	Increased
295	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$20.4M	-$2.91M	2	2.17%	Reduced
296	ECM Engine Capital Management New York	$20.3M	+$21.8M	1	11.94%	New
297	United Capital Financial Advisors Irving, Texas	$20.3M	+$1.93M	4	0.16%	Increased
298	Ancora Advisors Cleveland, Ohio	$20.2M	-$728K	3	0.97%	Reduced
299	TPSF Texas Permanent School Fund Austin, Texas	$20M	+$2.21M	10	0.35%	Increased
300	Virginia Retirement Systems Richmond, Virginia	$19.9M	+$79.1K	7	0.27%	Increased