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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
301	Employees Retirement System of Texas Austin, Texas	$23M	+$13.3M	4	0.3%	Increased
302	Cullen/Frost Bankers San Antonio, Texas	$22.9M	+$373K	1	0.98%	Increased
303	Congress Asset Management Boston, Massachusetts	$22.9M	+$18.1M	2	0.57%	Increased
304	OC Oakmont Corp Los Angeles, California	$22.9M	-$1.23M	1	3.56%	Reduced
305	Arizona State Retirement System Phoenix, Arizona	$22.6M	-$1.5M	6	0.29%	Reduced
306	PFC Phocas Financial Corp Alameda, California	$22.2M	-$2.92M	2	1.24%	Reduced
307	ALA Atherton Lane Advisers Menlo Park, California	$21.9M	+$977K	1	1.36%	Increased
308	Raymond James & Associates St Petersburg, Florida	$21.7M	+$147K	7	0.15%	Increased
309	WI Wafra Inc New York	$21.7M	+$2.56M	2	2.63%	Increased
310	TCW Group Los Angeles, California	$21.7M	+$157K	2	0.09%	Increased
311	PIM Progressive Investment Management Lake Oswego, Oregon	$21.5M	+$1.18M	3	6.91%	Increased
312	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$21.4M	-$1.43M	2	5.63%	Reduced
313	Rothschild & Co Asset Management US Stamford, Connecticut	$21.1M	-$3.22M	1	0.47%	Reduced
314	HighTower Advisors Chicago, Illinois	$21.1M	+$1.48M	7	0.41%	Increased
315	QS Batterymarch Financial Management New York	$21M	+$1.26M	4	0.43%	Increased
316	Paradigm Capital Management Inc Albany, New York	$20.9M	-$56.1K	1	1.51%	Reduced
317	R.M. Davis Inc Portland, Maine	$20.8M	+$1.7M	1	1.26%	Increased
318	ECM Estabrook Capital Management New York	$20.6M	-$947K	1	2.1%	Reduced
319	Thrivent Financial for Lutherans Minneapolis, Minnesota	$20.6M	-$5.87M	7	0.13%	Reduced
320	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.3M	-$331K	1	0.86%	Reduced
321	OCM OMT Capital Management San Francisco, California	$20.1M	+$410K	1	6.34%	Increased
322	Douglas C. Lane & Associates New York	$20.1M	+$2.42M	1	0.64%	Increased
323	CCM Cadence Capital Management Boston, Massachusetts	$19.8M	+$4.11M	3	0.83%	Increased
324	CCM Cornerstone Capital Management Edina, Minnesota	$19.7M	+$19M	1	0.64%	New
325	ST Stifel Trust St. Louis, Missouri	$19.6M	+$166K	4	3.69%	Increased