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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	Wolverine Asset Management Chicago, Illinois	$27.6M	+$1.26M	6	0.38%	Increased
277	SGAM Smith Group Asset Management Dallas, Texas	$27.4M	-$1,000K	4	0.89%	Reduced
278	HighTower Advisors Chicago, Illinois	$27.4M	+$2.81M	4	0.18%	Increased
279	Daiwa Securities Group Tokyo, Japan	$27.3M	+$1.11M	4	0.24%	Increased
280	ECP Elk Creek Partners Denver, Colorado	$27.2M	+$8.89M	2	1.96%	Increased
281	DekaBank Deutsche Girozentrale Frankfurt, Germany	$26.7M	-$10.5M	6	0.16%	Reduced
282	SCM Stevens Capital Management Radnor, Pennsylvania	$26.5M	+$11.6M	3	1.13%	Increased
283	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$26.4M	-$7.06M	2	2.21%	Reduced
284	MN Services Vermogensbeheer The Hague, Netherlands	$25.7M	+$303K	2	0.3%	Increased
285	HIM HGC Investment Management Toronto, Ontario, Canada	$25.5M	+$19.5M	2	5.93%	Increased
286	LPL Financial San Diego, California	$25.4M	+$1.13M	9	0.06%	Increased
287	NI Nuance Investments Kansas City, Missouri	$25.4M	+$20.5M	1	1.32%	Increased
288	SIC Schwartz Investment Counsel Plymouth, Michigan	$25.2M	$0	1	1.35%	Maintained
289	Kennedy Capital Management St Louis, Missouri	$25.1M	-$4.01M	3	0.59%	Reduced
290	Paradigm Capital Management Inc Albany, New York	$25M	+$2.43M	3	2.19%	Increased
291	Yacktman Asset Management Austin, Texas	$24.9M	-$329K	1	0.31%	Reduced
292	CIBC Private Wealth Group Atlanta, Georgia	$24.6M	-$167K	5	0.1%	Reduced
293	Putnam Investments Boston, Massachusetts	$24.5M	+$14.6M	5	0.06%	Increased
294	JP Morgan Private Wealth Advisors San Francisco, California	$24.5M	+$7.94M	6	0.13%	Increased
295	Nisa Investment Advisors St. Louis, Missouri	$24.4M	+$980K	12	0.24%	Increased
296	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24.4M	+$749K	2	1.18%	Increased
297	Ancora Advisors Cleveland, Ohio	$24.3M	-$979K	3	1.1%	Reduced
298	Trillium Asset Management Boston, Massachusetts	$24M	-$9.26M	2	1.22%	Reduced
299	Highbridge Capital Management New York	$23.7M	-$8.47M	2	0.73%	Reduced
300	EP Elkfork Partners Portland, Oregon	$23.7M	+$5.82M	7	0.59%	Increased