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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	GW&K Investment Management Boston, Massachusetts	$25.8M	+$4.29M	1	0.36%	Increased
277	T TOBAM Paris, France	$25.8M	-$6.85M	1	1.66%	Reduced
278	Aviva London, United Kingdom	$25.5M	-$4.27M	3	0.17%	Reduced
279	First Eagle Investment Management New York	$25.4M	-$2.79M	1	0.07%	Reduced
280	Cubist Systematic Strategies Stamford, Connecticut	$25.4M	-$7.02M	15	0.5%	Reduced
281	Trillium Asset Management Boston, Massachusetts	$25.3M	+$1.13M	2	1.18%	Increased
282	Nisa Investment Advisors St. Louis, Missouri	$25.1M	-$1.56M	13	0.22%	Reduced
283	KMC Kirr Marbach & Co Columbus, Indiana	$24.9M	-$629K	2	6%	Reduced
284	Assenagon Asset Management Senningerberg, Luxembourg	$24.8M	+$11.9M	2	0.17%	Increased
285	Korea Investment Corp Seoul, South Korea	$24.6M	-$2.52M	1	0.1%	Reduced
286	CIBC Private Wealth Group Atlanta, Georgia	$24.3M	-$577K	4	0.09%	Reduced
287	River Road Asset Management Louisville, Kentucky	$24M	+$24.4M	2	0.45%	New
288	TCM Tygh Capital Management Portland, Oregon	$23.9M	+$16.2M	2	4.25%	Increased
289	Nomura Holdings Tokyo, Japan	$23.9M	-$12.9M	1	0.09%	Reduced
290	TPSF Texas Permanent School Fund Austin, Texas	$23.6M	-$434K	11	0.37%	Reduced
291	NC Nightview Capital Austin, Texas	$23.3M	-$7.03M	1	12.19%	Reduced
292	M&T Bank Buffalo, New York	$22.8M	-$543K	7	0.11%	Reduced
293	Robeco Schweiz Zurich, Switzerland	$22.6M	-$3.43M	2	0.97%	Reduced
294	Quadrature Capital London, United Kingdom	$22.6M	-$1.31M	4	1.09%	Reduced
295	MAA Matrix Asset Advisors White Plains, New York	$22.4M	-$171K	1	3.96%	Reduced
296	Suntrust Banks Atlanta, Georgia	$22.4M	+$891K	4	0.12%	Increased
297	SGAM Smith Group Asset Management Dallas, Texas	$22.3M	-$639K	2	0.78%	Reduced
298	ICOM Investment Counselors of Maryland Baltimore, Maryland	$22.2M	-$52K	2	1.03%	Reduced
299	HA Heartland Advisors Milwaukee, Wisconsin	$22.1M	-$2.88M	3	1.69%	Reduced
300	ECP Elk Creek Partners Denver, Colorado	$22M	-$10M	2	1.9%	Reduced