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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
326	Cullen/Frost Bankers San Antonio, Texas	$17.8M	-$1.04M	1	0.61%	Reduced
327	Personal Capital Advisors Redwood City, California	$17.8M	+$15.5M	1	0.45%	Increased
328	Global X Management Company New York	$17.7M	+$3.49M	13	0.63%	Increased
329	BCM Barometer Capital Management Toronto, Ontario, Canada	$17.4M	+$2.18M	1	1.51%	Increased
330	Castleark Management Chicago, Illinois	$17.1M	-$26M	1	0.54%	Reduced
331	Public Employees Retirement Association of Colorado Denver, Colorado	$17M	-$342K	8	0.13%	Reduced
332	QF QVT Financial New York	$16.9M	-$9.6M	1	0.53%	Reduced
333	TU TDAM USA Toronto, Ontario, Canada	$16.9M	-$240K	2	0.85%	Reduced
334	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$16.8M	-$623K	2	1.8%	Reduced
335	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$16.8M	-$3.83M	3	1.12%	Reduced
336	SAM Scopus Asset Management New York	$16.7M	+$4.21M	1	0.25%	Increased
337	Suntrust Banks Atlanta, Georgia	$16.6M	-$3.89M	5	0.11%	Reduced
338	Element Capital Management New York	$16.5M	+$15M	1	4.42%	New
339	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$16.1M	-$3.05M	2	1.13%	Reduced
340	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$16.1M	+$16.2M	1	0.74%	Increased
341	QIM Quantitative Investment Management Charlottesville, Virginia	$16M	-$23.7M	3	0.24%	Reduced
342	Utah Retirement Systems Salt Lake City, Utah	$16M	$0	6	0.38%	Maintained
343	Fjarde Ap-fonden Stockholm, Sweden	$16M	-$1.15M	2	0.38%	Reduced
344	Quadrature Capital London, United Kingdom	$15.9M	+$12.8M	5	1.15%	Increased
345	Marshall Wace North America New York	$15.8M	+$15.7M	5	0.12%	New
346	Advisors Asset Management Monument, Colorado	$15.7M	+$2.23M	8	0.26%	Increased
347	GD Grandfield & Dodd New York	$15.6M	+$12.5K	2	1.92%	Increased
348	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$15.3M	-$3.72M	1	0.79%	Reduced
349	ProShare Advisors Bethesda, Maryland	$15.2M	-$1.05M	7	0.16%	Reduced
350	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.2M	-$373K	1	1.77%	Reduced