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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	SoftBank Group Tokyo, Japan	$21.1M	+$23.6M	1	0.15%	New
302	SCM Stevens Capital Management Radnor, Pennsylvania	$21M	+$12.8M	5	0.76%	Increased
303	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$20.9M	-$768K	6	0.15%	Reduced
304	Hermes Investment Management London Uk, United Kingdom	$20.8M	+$402K	1	0.47%	Increased
305	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$20.2M	-$7.32M	2	4.62%	Reduced
306	AAM ACK Asset Management Greenwich, Connecticut	$20.2M	+$20.5M	1	5.64%	New
307	TPSF Texas Permanent School Fund Austin, Texas	$20.2M	-$732K	7	0.23%	Reduced
308	CCM Cupps Capital Management Chicago, Illinois	$19.8M	+$8.09M	2	1.9%	Increased
309	AIM Avity Investment Management Greenwich, Connecticut	$19.8M	+$426K	1	3.12%	Increased
310	Oppenheimer & Co New York	$19.8M	+$2.42M	5	0.55%	Increased
311	HighTower Advisors Chicago, Illinois	$19.7M	+$2.28M	6	0.32%	Increased
312	KCM Kingdon Capital Management New York	$19.6M	+$3.01M	1	0.77%	Increased
313	Klingenstein Fields & Co New York	$19.4M	-$116K	1	0.87%	Reduced
314	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.4M	-$357K	5	0.23%	Reduced
315	Becker Capital Management Portland, Oregon	$19.2M	-$30.2K	1	0.76%	Reduced
316	BCM Beddow Capital Management Jackson, Wyoming	$19.1M	+$554K	2	6.7%	Increased
317	M&T Bank Buffalo, New York	$19.1M	-$5.1M	7	0.12%	Reduced
318	Capital International Sarl Los Angeles, California	$18.8M	-$3.21M	1	1.39%	Reduced
319	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$18.7M	+$19.5M	1	0.85%	New
320	Anchor Capital Advisors Boston, Massachusetts	$18.6M	-$58K	2	0.42%	Reduced
321	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.5M	+$168K	1	0.92%	Increased
322	ACI AMP Capital Investors Sydney, Australia	$18.4M	-$848K	3	0.12%	Reduced
323	FA Friess Associates Greenville, Delaware	$18.4M	+$18.1M	2	1.54%	New
324	WIC Willis Investment Counsel Gainesville, Georgia	$18.2M	+$56.3K	2	1.73%	Increased
325	ING Group Amsterdam, Netherlands	$18.2M	+$1.06M	3	0.1%	Increased