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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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.7M	+$3.13M	2	2.08%	Increased
302	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$21.7M	-$1.77M	5	0.14%	Reduced
303	TPSF Texas Permanent School Fund Austin, Texas	$21.6M	-$2.2M	6	0.24%	Reduced
304	Axiom Investors Greenwich, Connecticut	$21.6M	-$10.5M	2	0.54%	Reduced
305	ICOM Investment Counselors of Maryland Baltimore, Maryland	$21.5M	+$607K	1	1.07%	Increased
306	Sentry Investments Toronto, Ontario, Canada	$21.5M	-$16.9K	1	0.27%	Reduced
307	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$21.4M	+$3.13M	2	5.48%	Increased
308	SFM Systematic Financial Management Teaneck, New Jersey	$21.2M	-$20.3M	1	0.15%	Reduced
309	WesBanco Bank Wheeling, West Virginia	$21M	+$164K	3	1.18%	Increased
310	M&T Bank Buffalo, New York	$20.9M	+$21.7M	9	0.13%	Increased
311	Panagora Asset Management Boston, Massachusetts	$20.9M	-$21.5M	10	0.1%	Reduced
312	Segall Bryant & Hamill Chicago, Illinois	$20.9M	+$1.74M	5	0.48%	Increased
313	AP Alydar Partners Boston, Massachusetts	$20.9M	-$13.6M	2	2.26%	Reduced
314	BCM Beddow Capital Management Jackson, Wyoming	$20.8M	+$1.1M	2	6.12%	Increased
315	Congress Asset Management Boston, Massachusetts	$20.8M	+$2.19M	2	0.53%	Increased
316	PFC Phocas Financial Corp Alameda, California	$20.8M	+$5.81M	4	1.86%	Increased
317	HCCM Herring Creek Capital Management Stamford, Connecticut	$20.6M	+$1.02M	1	3.8%	Increased
318	Robeco Schweiz Zurich, Switzerland	$20.6M	+$4.66M	4	1.65%	Increased
319	Highbridge Capital Management New York	$20.5M	+$17.4M	2	0.27%	Increased
320	DekaBank Deutsche Girozentrale Frankfurt, Germany	$20.5M	-$1.75M	5	0.28%	Reduced
321	HighTower Advisors Chicago, Illinois	$20.4M	-$2.54M	5	0.34%	Reduced
322	Parallax Volatility Advisers San Francisco, California	$20.1M	+$5.55M	9	0.06%	Increased
323	Paradigm Capital Management Inc Albany, New York	$20.1M	+$926K	2	1.67%	Increased
324	Federated Hermes Pittsburgh, Pennsylvania	$19.9M	-$61M	8	0.06%	Reduced
325	HCM Hodges Capital Management Dallas, Texas	$19.9M	+$6.78M	1	0.82%	Increased