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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	ICOM Investment Counselors of Maryland Baltimore, Maryland	$26.5M	+$213K	2	1.23%	Increased
277	Nisa Investment Advisors St. Louis, Missouri	$26.4M	+$2.23M	12	0.25%	Increased
278	MUFG Securities EMEA London, United Kingdom	$26.3M	-$11M	2	0.28%	Reduced
279	Kornitzer Capital Management Shawnee Mission, Kansas	$26.1M	+$1.56M	4	0.46%	Increased
280	Fjarde Ap-fonden Stockholm, Sweden	$26.1M	-$2.85M	2	0.33%	Reduced
281	SIC Schwartz Investment Counsel Plymouth, Michigan	$26.1M	$0	1	1.34%	Maintained
282	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$25.9M	-$926K	2	2.15%	Reduced
283	Commonwealth Equity Services Waltham, Massachusetts	$25.9M	-$378K	10	0.11%	Reduced
284	Marshall Wace London, United Kingdom	$25.7M	-$16.6M	5	0.21%	Reduced
285	LPL Financial San Diego, California	$25.6M	+$2.01M	10	0.05%	Increased
286	Daiwa Securities Group Tokyo, Japan	$25.6M	-$58.9K	4	0.23%	Reduced
287	Oregon Public Employees Retirement Fund Tigard, Oregon	$25.4M	+$3.36M	11	0.35%	Increased
288	Glazer Capital LLC New York	$25.2M	+$16.7M	1	2.92%	Increased
289	LM Luminus Management Houston, Texas	$25M	-$10.3M	2	0.6%	Reduced
290	Vaughan Nelson Investment Management Houston, Texas	$25M	-$3.4M	2	0.33%	Reduced
291	IP Interval Partners New York	$24.9M	-$49.9M	2	0.99%	Reduced
292	CIBC Private Wealth Group Atlanta, Georgia	$24.7M	-$1.6M	4	0.09%	Reduced
293	Yacktman Asset Management Austin, Texas	$24.3M	-$5.73M	1	0.29%	Reduced
294	Trillium Asset Management Boston, Massachusetts	$24.3M	-$378K	2	1.17%	Reduced
295	HA Heartland Advisors Milwaukee, Wisconsin	$24.2M	-$312K	3	1.78%	Reduced
296	Congress Asset Management Boston, Massachusetts	$24M	+$85K	3	0.3%	Increased
297	Highbridge Capital Management New York	$23.9M	+$1.82M	2	1.58%	Increased
298	TPSF Texas Permanent School Fund Austin, Texas	$23.9M	+$69.4K	11	0.37%	Increased
299	WCM Investment Management Laguna Beach, California	$23.8M	+$1.01M	2	0.15%	Increased
300	United Capital Financial Advisors Irving, Texas	$23.5M	+$707K	5	0.15%	Increased