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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	Hermes Investment Management London Uk, United Kingdom	$19.7M	+$2.07M	1	0.51%	Increased
302	EA Ecofin Advisors London, United Kingdom	$19.5M	-$1.29M	1	3.51%	Reduced
303	IAM Impax Asset Management Portsmouth, New Hampshire	$19.5M	+$1.2M	2	1.15%	Increased
304	Sentry Investments Toronto, Ontario, Canada	$19.4M	+$2.88M	1	0.24%	Increased
305	SEI Investments Oaks, Pennsylvania	$19.3M	+$20.1M	9	0.17%	New
306	HighTower Advisors Chicago, Illinois	$19.2M	-$411K	5	0.29%	Reduced
307	CAIMH Central Asset Investments & Management Holdings Hong Kong	$19.1M	-$13.5M	2	18.57%	Reduced
308	Impax Asset Management (UK) London, United Kingdom	$18.9M	+$110K	2	1.27%	Increased
309	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$18.8M	+$14.3M	3	0.49%	Increased
310	AIM Avity Investment Management Greenwich, Connecticut	$18.8M	+$1.28M	1	3.02%	Increased
311	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$18.6M	-$9.81M	2	0.05%	Reduced
312	DekaBank Deutsche Girozentrale Frankfurt, Germany	$18.4M	-$874K	5	0.23%	Reduced
313	WC Walthausen & Co Malta, New York	$18.4M	-$6.31M	1	1.41%	Reduced
314	OCG Opus Capital Group Cincinnati, Ohio	$18.3M	+$4.57M	3	2.66%	Increased
315	WIC Willis Investment Counsel Gainesville, Georgia	$18.3M	+$1.56M	2	1.71%	Increased
316	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.2M	+$3.15M	1	0.89%	Increased
317	OAM Oxford Asset Management Oxford, United Kingdom	$18.1M	+$1.15M	3	0.4%	Increased
318	William Blair & Company Chicago, Illinois	$18.1M	+$7.84M	5	0.03%	Increased
319	ProShare Advisors Bethesda, Maryland	$18.1M	+$321K	7	0.21%	Increased
320	TA Teton Advisors Rye, New York	$18M	+$1.68M	6	1.18%	Increased
321	Regions Financial Corp Birmingham, Alabama	$18M	-$17.1M	6	0.23%	Reduced
322	Bartlett & Co Cincinnati, Ohio	$18M	+$22.8K	4	0.87%	Increased
323	TAM THB Asset Management Norwalk, Connecticut	$17.7M	+$3.4M	2	1.17%	Increased
324	Winton Group London, United Kingdom	$17.3M	-$1.25M	2	0.21%	Reduced
325	IP Interval Partners New York	$17.3M	+$9.51M	1	2.61%	Increased