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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	BNP Paribas Asset Management Paris, France	$16.9M	+$531K	3	0.14%	Increased
302	Cullen/Frost Bankers San Antonio, Texas	$16.8M	-$1.49M	1	0.63%	Reduced
303	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$16.7M	+$13.2M	2	1.03%	Increased
304	Highbridge Capital Management New York	$16.6M	+$14.6M	3	0.28%	New
305	Gulf International Bank (UK) London, United Kingdom	$16.4M	-$194K	3	0.28%	Reduced
306	MLICM Metropolitan Life Insurance Company (MetLife) New York	$16.4M	+$41K	12	0.13%	Increased
307	BCM Billings Capital Management Arlington, Virginia	$16.2M	-$2.48M	1	16.06%	Reduced
308	Edge Asset Management Seattle, Washington	$16.1M	-$353K	1	0.15%	Reduced
309	MC Martin Currie Edinburgh, United Kingdom	$16M	-$146K	2	1.52%	Reduced
310	CCI Columbus Circle Investors	$15.9M	+$5.78M	1	0.14%	Increased
311	WP WMS Partners Towson, Maryland	$15.6M	+$13.8K	4	2.17%	Increased
312	OCM Olstein Capital Management Purchase, New York	$15.5M	-$2.3M	1	2.08%	Reduced
313	Public Employees Retirement Association of Colorado Denver, Colorado	$15.5M	-$13.9M	8	0.13%	Reduced
314	CC Cadinha & Co Honolulu, Hawaii	$15.4M	+$1.99M	1	3.96%	Increased
315	HBK Investments Dallas, Texas	$15.1M	+$7.75M	5	0.15%	Increased
316	RIG Roosevelt Investment Group New York	$15.1M	+$12.1M	1	1.34%	Increased
317	Quadrature Capital London, United Kingdom	$14.9M	+$12.6M	2	2.07%	Increased
318	Envestnet Asset Management Chicago, Illinois	$14.8M	-$2.25M	9	0.06%	Reduced
319	NTCM Nine Ten Capital Management Chicago, Illinois	$14.8M	+$6.44M	1	5.65%	Increased
320	CIBC Private Wealth Group Atlanta, Georgia	$14.8M	-$235K	4	0.11%	Reduced
321	TU TDAM USA Toronto, Ontario, Canada	$14.8M	-$110K	2	0.72%	Reduced
322	William Blair Investment Management Chicago, Illinois	$14.7M	-$12.4M	2	0.06%	Reduced
323	ProShare Advisors Bethesda, Maryland	$14.7M	-$1.68M	6	0.2%	Reduced
324	Capital International Sarl Los Angeles, California	$14.6M	-$60.8K	1	1.24%	Reduced
325	Fjarde Ap-fonden Stockholm, Sweden	$14.6M	+$1.17M	3	0.34%	Increased