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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	Whittier Trust South Pasadena, California	$18.2M	+$4.85M	4	0.77%	Increased
302	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$17.6M	+$1.95M	2	0.79%	Increased
303	Gulf International Bank (UK) London, United Kingdom	$17.6M	+$596K	2	0.27%	Increased
304	BNP Paribas Asset Management Paris, France	$17.6M	-$646K	2	0.17%	Reduced
305	Churchill Management Los Angeles, California	$17.5M	+$740K	1	0.58%	Increased
306	HA Heartland Advisors Milwaukee, Wisconsin	$17.4M	-$775K	2	0.96%	Reduced
307	CC Cadinha & Co Honolulu, Hawaii	$17.4M	+$450K	1	2.99%	Increased
308	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$17.4M	-$6.34M	1	0.85%	Reduced
309	Mackenzie Financial Toronto Ontario, Ontario, Canada	$17.3M	+$15.7M	2	0.1%	New
310	Nisa Investment Advisors St. Louis, Missouri	$17.3M	+$745K	9	0.21%	Increased
311	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$17.3M	+$4.77M	1	1.27%	Increased
312	Arizona State Retirement System Phoenix, Arizona	$17.3M	+$141K	7	0.25%	Increased
313	Envestnet Asset Management Chicago, Illinois	$17.2M	+$1.53M	11	0.06%	Increased
314	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$297K	1	0.59%	Reduced
315	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$17M	+$587K	2	1.84%	Increased
316	Nomura Holdings Tokyo, Japan	$16.8M	-$17M	3	0.04%	Reduced
317	State of Michigan Retirement System Lansing, Michigan	$16.7M	-$824K	5	0.13%	Reduced
318	First Eagle Investment Management New York	$16.7M	-$584K	2	0.04%	Reduced
319	Fisher Asset Management Camas, Washington	$16.6M	-$1.47M	2	0.03%	Reduced
320	BCM Beddow Capital Management Jackson, Wyoming	$16.5M	-$11.7K	2	6.56%	Reduced
321	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$16.4M	+$1.18M	1	0.11%	Increased
322	United Capital Financial Advisors Irving, Texas	$16.3M	+$581K	6	0.16%	Increased
323	Natixis Paris, France	$16.3M	+$11.1M	4	0.17%	Increased
324	Kennedy Capital Management St Louis, Missouri	$16.2M	-$961K	3	0.28%	Reduced
325	HighTower Advisors Chicago, Illinois	$16.2M	+$2.89M	4	0.18%	Increased