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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	Weiss Asset Management Boston, Massachusetts	$23.5M	+$23.5M	2	1.84%	New
302	MAA Matrix Asset Advisors White Plains, New York	$23.5M	-$484K	1	4.01%	Reduced
303	GW&K Investment Management Boston, Massachusetts	$23.3M	-$77.4K	1	0.37%	Reduced
304	Kornitzer Capital Management Shawnee Mission, Kansas	$23.2M	+$6.22M	4	0.42%	Increased
305	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$23.1M	-$9.09M	3	0.68%	Reduced
306	TPSF Texas Permanent School Fund Austin, Texas	$22.9M	+$32.3K	10	0.36%	Increased
307	Suntrust Banks Atlanta, Georgia	$22.8M	+$2.04M	4	0.12%	Increased
308	M&T Bank Buffalo, New York	$22.8M	-$25.2M	7	0.12%	Reduced
309	WCM Investment Management Laguna Beach, California	$22.6M	+$9.96M	2	0.16%	Increased
310	United Capital Financial Advisors Irving, Texas	$22.4M	-$146K	5	0.16%	Reduced
311	Congress Asset Management Boston, Massachusetts	$22.3M	-$231K	3	0.29%	Reduced
312	Nomura Asset Management Tokyo, Japan	$22M	-$2.38M	2	0.22%	Reduced
313	Pinnacle Associates New York	$21.5M	-$588K	6	0.49%	Reduced
314	Creative Planning Overland Park, Kansas	$21.3M	+$2.5M	5	0.08%	Increased
315	Oregon Public Employees Retirement Fund Tigard, Oregon	$21.1M	+$88.7K	11	0.3%	Increased
316	Cullen/Frost Bankers San Antonio, Texas	$20.8M	+$3.27M	8	0.64%	Increased
317	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$20.6M	-$4.21M	2	5.67%	Reduced
318	Teacher Retirement System of Texas Austin, Texas	$20.6M	-$13.4M	1	0.18%	Reduced
319	KMC Kirr Marbach & Co Columbus, Indiana	$20.6M	-$279K	3	5%	Reduced
320	VanEck Associates New York	$20.4M	+$2.12M	6	0.1%	Increased
321	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.4M	-$304K	1	2.27%	Reduced
322	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$20.4M	+$69K	2	1.8%	Increased
323	UBS O'Connor Chicago, Illinois	$20.3M	+$17.3M	1	0.57%	Increased
324	FMW Farr Miller & Washington Washington, District of Columbia	$20.1M	+$1.67M	1	1.71%	Increased
325	CAM Cortina Asset Management Milwaukee, Wisconsin	$20M	-$447K	2	1.25%	Reduced