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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	SCM Stevens Capital Management Radnor, Pennsylvania	$24.3M	-$1.25M	2	0.89%	Reduced
302	CRCP Copper Rock Capital Partners Boston, Massachusetts	$24.2M	-$1.09M	1	1.5%	Reduced
303	Nisa Investment Advisors St. Louis, Missouri	$23.9M	+$1.51M	11	0.22%	Increased
304	WBC Westpac Banking Corp Sydney, Australia	$23.8M	+$15.8M	1	0.41%	Increased
305	PEAK6 Investments Chicago, Illinois	$23.8M	+$28M	3	0.1%	New
306	OAM Oxford Asset Management Oxford, United Kingdom	$23.8M	+$10.1M	11	0.5%	Increased
307	Westfield Capital Management Boston, Massachusetts	$23.8M	-$11M	1	0.17%	Reduced
308	Ancora Advisors Cleveland, Ohio	$23.6M	+$2.29M	5	0.91%	Increased
309	Federated Hermes Pittsburgh, Pennsylvania	$23.6M	-$2.94M	16	0.05%	Reduced
310	Los Angeles Capital Management Los Angeles, California	$23.5M	-$3.4M	8	0.12%	Reduced
311	Winton Group London, United Kingdom	$23.5M	+$11.7M	4	0.49%	Increased
312	CIBC Private Wealth Group Atlanta, Georgia	$23.4M	-$694K	5	0.09%	Reduced
313	BB&T Securities Richmond, Virginia	$23.3M	+$151K	5	0.23%	Increased
314	Swiss Life Asset Management Zurich,	$23.2M	-$7.44M	1	0.31%	Reduced
315	Nomura Asset Management Tokyo, Japan	$23M	-$6.33M	2	0.22%	Reduced
316	Foresters Investment Management New York	$22.9M	-$23.8M	3	0.36%	Reduced
317	VanEck Associates New York	$22.7M	-$277K	5	0.11%	Reduced
318	Suntrust Banks Atlanta, Georgia	$22.4M	+$966K	4	0.12%	Increased
319	TPSF Texas Permanent School Fund Austin, Texas	$22.4M	-$1.21M	8	0.31%	Reduced
320	NCA Newbrook Capital Advisors New York	$22.3M	+$23.1M	1	1.64%	New
321	United Capital Financial Advisors Irving, Texas	$22M	-$390K	4	0.15%	Reduced
322	ICOM Investment Counselors of Maryland Baltimore, Maryland	$21.9M	+$23.7K	2	1.01%	Increased
323	LPU Lansdowne Partners (UK) London, United Kingdom	$21.7M	+$4.83M	1	0.23%	Increased
324	WP WMS Partners Towson, Maryland	$21.7M	-$1.43K	4	2.43%	Reduced
325	Anchor Capital Advisors Boston, Massachusetts	$21.4M	-$485K	2	0.78%	Reduced