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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	Capital International Los Angeles, California	$19.1M	-$5.53M	1	1.26%	Reduced
327	SCP Sandhill Capital Partners Buffalo, New York	$18.9M	-$29.9K	2	3.68%	Reduced
328	QF QVT Financial New York	$18.6M	-$3.41M	1	0.69%	Reduced
329	Suntrust Banks Atlanta, Georgia	$18.3M	+$744K	4	0.11%	Increased
330	CAM Cortina Asset Management Milwaukee, Wisconsin	$18.2M	+$12.8M	2	0.75%	Increased
331	Public Employees Retirement Association of Colorado Denver, Colorado	$18.1M	-$491K	8	0.13%	Reduced
332	State of New Jersey Common Pension Fund D Trenton, New Jersey	$18M	+$2M	4	0.07%	Increased
333	HCM Hodges Capital Management Dallas, Texas	$17.8M	-$11M	1	1.21%	Reduced
334	Utah Retirement Systems Salt Lake City, Utah	$17.7M	$0	6	0.4%	Maintained
335	GIM GCA Investment Management New York	$17.5M	+$2.93M	1	3.44%	Increased
336	Westfield Capital Management Boston, Massachusetts	$17.4M	+$4.73M	1	0.13%	Increased
337	CCM Criterion Capital Management San Francisco, California	$17.4M	+$753K	1	0.74%	Increased
338	GD Grandfield & Dodd New York	$17.3M	+$571K	2	1.95%	Increased
339	GH GAM Holding Zurich, Switzerland	$17.3M	-$4.18M	3	0.73%	Reduced
340	Ferguson Wellman Capital Management Portland, Oregon	$17.3M	+$52.8K	1	0.63%	Increased
341	Cullen/Frost Bankers San Antonio, Texas	$17.3M	-$121K	1	0.57%	Reduced
342	GCP GSA Capital Partners London, United Kingdom	$17.3M	+$10.7M	12	1.18%	Increased
343	Advisors Asset Management Monument, Colorado	$17.2M	+$184K	9	0.29%	Increased
344	WI Wafra Inc New York	$17.2M	$0	1	0.84%	Maintained
345	DF Donoghue Forlines Boston, Massachusetts	$17.2M	+$1.07M	1	1.81%	Increased
346	Simplex Trading Chicago, Illinois	$17.1M	+$12.4M	7	0.7%	Increased
347	Churchill Management Los Angeles, California	$17.1M	-$6.69M	1	0.42%	Reduced
348	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.1M	-$3.04M	1	0.71%	Reduced
349	Summit Partners Public Asset Management Boston, Massachusetts	$17.1M	$0	1	2.32%	Maintained
350	State of Michigan Retirement System Lansing, Michigan	$17M	-$1.25M	5	0.14%	Reduced