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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	Gateway Investment Advisers Cincinnati, Ohio	$34.8M	-$5.96M	3	0.41%	Reduced
277	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$34.3M	+$13.6M	7	0.25%	Increased
278	MSL Mackay Shields LLC New York	$34.1M	-$4.05M	7	0.27%	Reduced
279	BCH Berkshire Capital Holdings San Jose, California	$33.8M	-$1.02M	1	6.13%	Reduced
280	AAM ACK Asset Management Greenwich, Connecticut	$33.5M	-$182K	2	15.2%	Reduced
281	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$33.4M	-$1.65M	1	7.4%	Reduced
282	UBV United Bank (Virginia) Vienna, Virginia	$33.2M	$0	1	6.02%	Maintained
283	Causeway Capital Management Los Angeles, California	$33M	-$4.93M	2	0.59%	Reduced
284	HT HAP Trading New York	$32.9M	+$24.7M	1	1.81%	New
285	GA Greenhaven Associates Purchase, New York	$32.7M	-$629K	1	0.72%	Reduced
286	SC Strategy Capital Los Altos, California	$32.5M	+$24.4M	1	5.24%	New
287	WBC Westpac Banking Corp Sydney, Australia	$32.4M	+$8.3M	3	0.48%	Increased
288	Paradigm Capital Management Inc Albany, New York	$32.2M	+$159K	4	2.95%	Increased
289	Employees Retirement System of Texas Austin, Texas	$32.1M	+$8.51M	6	0.49%	Increased
290	NC Nitorum Capital New York	$31.8M	+$123K	1	1.64%	Increased
291	Energy Income Partners Westport, Connecticut	$31.7M	+$21.1M	1	0.88%	Increased
292	Boothbay Fund Management New York	$31.7M	+$20M	4	2.16%	Increased
293	British Columbia Investment Management Victoria, British Columbia, Canada	$31.3M	+$8.91M	2	0.31%	Increased
294	Trillium Asset Management Boston, Massachusetts	$31.3M	+$226K	3	1.34%	Increased
295	Rockefeller Capital Management New York	$30.9M	+$4.47M	10	0.32%	Increased
296	MN Services Vermogensbeheer The Hague, Netherlands	$30.8M	-$667K	1	0.26%	Reduced
297	CRCP Copper Rock Capital Partners Boston, Massachusetts	$30.7M	+$27.4M	3	5.27%	New
298	Calamos Advisors Naperville, Illinois	$30.3M	-$2.45M	2	0.21%	Reduced
299	TAL TIG Advisors LLC New York	$30.1M	+$12.2M	1	3.06%	Increased
300	OCM Ogborne Capital Management San Francisco, California	$29.7M	+$22.3M	1	14.02%	New