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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	SCP Sandhill Capital Partners Buffalo, New York	$19.2M	+$357K	2	4.05%	Increased
327	Tocqueville Asset Management New York	$19.1M	+$516K	5	0.23%	Increased
328	Public Employees Retirement Association of Colorado Denver, Colorado	$19M	+$12K	8	0.14%	Increased
329	AHL Partners London, United Kingdom	$18.7M	-$1.43M	6	0.4%	Reduced
330	Los Angeles Capital Management Los Angeles, California	$18.6M	+$6.47M	5	0.12%	Increased
331	Arizona State Retirement System Phoenix, Arizona	$18.6M	-$184K	7	0.26%	Reduced
332	CIBC Private Wealth Group Atlanta, Georgia	$18.4M	-$211K	5	0.12%	Reduced
333	State of Michigan Retirement System Lansing, Michigan	$18.1M	-$24.8K	5	0.14%	Reduced
334	Utah Retirement Systems Salt Lake City, Utah	$18.1M	+$192K	6	0.42%	Increased
335	Summit Partners Public Asset Management Boston, Massachusetts	$18.1M	-$12M	1	2.47%	Reduced
336	Suntrust Banks Atlanta, Georgia	$17.8M	-$202K	5	0.11%	Reduced
337	CCM Criterion Capital Management San Francisco, California	$17.7M	+$6.02M	1	0.85%	Increased
338	Cullen/Frost Bankers San Antonio, Texas	$17.6M	-$1.02M	1	0.59%	Reduced
339	BCM Barometer Capital Management Toronto, Ontario, Canada	$17.6M	-$999K	3	1.79%	Reduced
340	CCMH Cornerstone Capital Management Holdings New York	$17.6M	-$6.24M	7	0.14%	Reduced
341	Parallax Volatility Advisers San Francisco, California	$17.6M	+$9.99M	6	0.03%	Increased
342	ZDA Zweig-DiMenna Associates New York	$17.5M	+$16.3M	2	1.28%	Increased
343	Ferguson Wellman Capital Management Portland, Oregon	$17.5M	+$4.15M	1	0.66%	Increased
344	Cambiar Investors Denver, Colorado	$17.4M	-$3.91M	2	0.27%	Reduced
345	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.3M	$0	1	0.76%	Maintained
346	Meag Munich Ergo Munich, Germany	$17.2M	-$1.55M	2	0.76%	Reduced
347	QF QVT Financial New York	$17.1M	-$1.27M	1	0.46%	Reduced
348	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$16.9M	-$1.04M	1	1.23%	Reduced
349	TU TDAM USA Toronto, Ontario, Canada	$16.8M	-$607K	2	0.87%	Reduced
350	GD Grandfield & Dodd New York	$16.8M	+$315K	2	1.99%	Increased