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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	M&T Bank Buffalo, New York	$23.3M	+$170K	7	0.12%	Increased
302	Robeco Schweiz Zurich, Switzerland	$23.3M	+$5.34M	2	0.99%	Increased
303	MN Services Vermogensbeheer The Hague, Netherlands	$23.2M	-$1.89M	2	0.27%	Reduced
304	GW&K Investment Management Boston, Massachusetts	$23.1M	-$451K	1	0.35%	Reduced
305	SGAM Smith Group Asset Management Dallas, Texas	$22.9M	-$5.22M	1	0.77%	Reduced
306	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$22.8M	-$6.75M	5	0.16%	Reduced
307	Ancora Advisors Cleveland, Ohio	$22.7M	-$1.47M	3	1.02%	Reduced
308	ECP Electron Capital Partners New York	$22.7M	+$20.6M	1	3.08%	New
309	MAA Matrix Asset Advisors White Plains, New York	$22.6M	-$1.62M	1	4.01%	Reduced
310	William Blair & Company Chicago, Illinois	$22.3M	+$6.95M	6	0.13%	Increased
311	Quadrature Capital London, United Kingdom	$22.1M	+$19.3M	4	1.46%	Increased
312	KMC Kirr Marbach & Co Columbus, Indiana	$21.9M	-$861K	2	5.35%	Reduced
313	VanEck Associates New York	$21.8M	+$2.48M	5	0.1%	Increased
314	AI Atom Investors Austin, Texas	$21.7M	+$2.4M	5	1.41%	Increased
315	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.5M	+$434K	1	2.24%	Increased
316	Sculptor Capital New York	$21.5M	+$22.4M	1	0.11%	New
317	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$21.2M	-$356K	2	1.87%	Reduced
318	Suntrust Banks Atlanta, Georgia	$21.2M	-$1.53M	4	0.11%	Reduced
319	Cullen/Frost Bankers San Antonio, Texas	$21.2M	-$344K	7	0.66%	Reduced
320	Employees Retirement System of Texas Austin, Texas	$21M	+$1.45M	10	0.32%	Increased
321	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$20.9M	-$88.4K	2	5.56%	Reduced
322	Creative Planning Overland Park, Kansas	$20.5M	+$2.4M	5	0.07%	Increased
323	AAM ACK Asset Management Greenwich, Connecticut	$20.5M	-$20.3M	1	5.95%	Reduced
324	Calamos Advisors Naperville, Illinois	$20.4M	+$6.11M	4	0.11%	Increased
325	LCS Levin Capital Strategies New York	$20.1M	+$820K	1	1.98%	Increased