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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	Janney Montgomery Scott Philadelphia, Pennsylvania	$15.1M	-$1.04M	3	0.39%	Reduced
302	BCM Basswood Capital Management New York	$14.9M	-$2.89M	1	0.79%	Reduced
303	ArrowMark Colorado Holdings Denver, Colorado	$14.9M	+$1.44M	1	0.41%	Increased
304	IRF IBM Retirement Fund Armonk, New York	$14.9M	+$2.41M	6	0.28%	Increased
305	OCM Olstein Capital Management Purchase, New York	$14.7M	+$3.31M	1	1.9%	Increased
306	Laurion Capital Management New York	$14.7M	+$11.2M	3	0.14%	Increased
307	MAA Matrix Asset Advisors White Plains, New York	$14.7M	-$7.13M	1	2.82%	Reduced
308	Anchor Capital Advisors Boston, Massachusetts	$14.6M	-$422K	2	0.37%	Reduced
309	Daiwa Securities Group Tokyo, Japan	$14.4M	-$2.83M	3	0.1%	Reduced
310	GCP GSA Capital Partners London, United Kingdom	$14.4M	+$6.78M	8	0.71%	Increased
311	Summit Partners Public Asset Management Boston, Massachusetts	$14.4M	+$2.24M	1	3.74%	Increased
312	Pinnacle Associates New York	$14.3M	-$782K	4	0.3%	Reduced
313	CIBC Private Wealth Group Atlanta, Georgia	$14.3M	+$7.15M	4	0.11%	Increased
314	Klingenstein Fields & Co New York	$14.2M	-$2.17M	1	0.71%	Reduced
315	WP WMS Partners Towson, Maryland	$14M	+$3.05M	4	2.02%	Increased
316	State of Tennessee, Department of Treasury Nashville, Tennessee	$14M	-$20.3M	7	0.08%	Reduced
317	BNP Paribas Asset Management Paris, France	$13.9M	-$5.08M	3	0.12%	Reduced
318	Robeco Schweiz Zurich, Switzerland	$13.7M	-$5.74M	1	1.18%	Reduced
319	Nisa Investment Advisors St. Louis, Missouri	$13.7M	-$131K	8	0.2%	Reduced
320	ARTA A.R.T. Advisors New York	$13.6M	+$1.29M	5	0.65%	Increased
321	MC Martin Currie Edinburgh, United Kingdom	$13.5M	+$289K	2	1.37%	Increased
322	WIM Wilen Investment Management Bonita Springs, Florida	$13.5M	-$1.01M	2	9.77%	Reduced
323	ING Group Amsterdam, Netherlands	$13.4M	-$5.29M	2	0.08%	Reduced
324	Hermes Investment Management London Uk, United Kingdom	$13.2M	+$3.78M	1	0.3%	Increased
325	BCM Brown Capital Management Baltimore, Maryland	$13.1M	-$203K	1	0.2%	Reduced