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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	VanEck Associates New York	$29.5M	-$3.15M	4	0.1%	Reduced
302	Loomis, Sayles & Company Boston, Massachusetts	$29.2M	-$18.2M	2	0.05%	Reduced
303	QS Investors New York	$28.9M	-$13.1M	11	0.4%	Reduced
304	CIBC World Market Toronto, Ontario, Canada	$28.8M	+$9.06M	5	0.13%	Increased
305	CMG Cavalry Management Group San Francisco, California	$28.7M	+$21.6M	2	3.72%	New
306	PCM Polaris Capital Management Boston, Massachusetts	$28.6M	+$176K	1	1.41%	Increased
307	Ancora Advisors Cleveland, Ohio	$28.4M	-$4.5M	6	1.19%	Reduced
308	Gotham Asset Management New York	$28.2M	-$13M	8	0.84%	Reduced
309	Miller Howard Investments Kingston, New York	$28.1M	-$6.99M	1	1.4%	Reduced
310	Cambridge Investment Research Advisors Fairfield, Iowa	$28M	+$2.16M	10	0.21%	Increased
311	HRT Financial New York	$28M	+$22.7M	9	0.84%	Increased
312	Private Advisor Group Morristown, New Jersey	$27.8M	+$7.04M	14	0.39%	Increased
313	ECP Electron Capital Partners New York	$27.5M	+$1.09M	1	3.02%	Increased
314	M&T Bank Buffalo, New York	$27.2M	-$6.1M	6	0.15%	Reduced
315	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$27M	+$2.68M	7	0.07%	Increased
316	Hotchkis & Wiley Capital Management Los Angeles, California	$26.9M	-$783K	7	0.13%	Reduced
317	Mercer Global Advisors Denver, Colorado	$26.7M	+$1.19M	5	0.49%	Increased
318	MetLife Investment Management Whippany, New Jersey	$26.6M	+$907K	15	0.3%	Increased
319	ICOM Investment Counselors of Maryland Baltimore, Maryland	$26.6M	+$1.69M	2	1.39%	Increased
320	FMW Farr Miller & Washington Washington, District of Columbia	$26.6M	-$73.6K	1	2.17%	Reduced
321	Kennedy Capital Management St Louis, Missouri	$26.4M	+$5.69M	4	0.76%	Increased
322	Thornburg Investment Management Santa Fe, New Mexico	$26.3M	+$16.4M	2	0.34%	Increased
323	Marshall Wace London, United Kingdom	$26.1M	+$17.8M	9	0.18%	Increased
324	WC Wexford Capital West Palm Beach, Florida	$26M	$0	1	6.54%	Maintained
325	Homestead Advisers Arlington, Virginia	$26M	+$17.6M	3	0.67%	Increased