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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	CG Cutler Group San Francisco, California	$19.4M	+$10M	14	0.79%	Increased
327	QS Investors New York	$19.2M	+$3.38M	13	0.18%	Increased
328	NC Nitorum Capital New York	$19.2M	+$3.68M	1	2.28%	Increased
329	GD Grandfield & Dodd New York	$19M	+$178K	2	2.03%	Increased
330	Public Employees Retirement Association of Colorado Denver, Colorado	$18.9M	+$897K	9	0.12%	Increased
331	Kornitzer Capital Management Shawnee Mission, Kansas	$18.9M	+$848K	2	0.32%	Increased
332	Advisors Asset Management Monument, Colorado	$18.8M	+$539K	9	0.31%	Increased
333	JP Morgan Private Wealth Advisors San Francisco, California	$18.8M	-$9.77M	6	0.12%	Reduced
334	CC Cadinha & Co Honolulu, Hawaii	$18.5M	+$16.1M	1	2.56%	Increased
335	NCGI Next Century Growth Investors Plymouth, Minnesota	$18.3M	-$2.57M	2	2.28%	Reduced
336	Cullen/Frost Bankers San Antonio, Texas	$18.3M	+$489K	1	0.58%	Increased
337	DF Donoghue Forlines Boston, Massachusetts	$18.2M	+$540K	1	1.38%	Increased
338	CI Investments Inc Toronto, Ontario, Canada	$18.2M	+$4.68M	2	0.19%	Increased
339	Korea Investment Corp Seoul, South Korea	$18.1M	-$6.22M	2	0.08%	Reduced
340	Utah Retirement Systems Salt Lake City, Utah	$18M	+$437K	6	0.38%	Increased
341	South Dakota Investment Council Sioux Falls, South Dakota	$17.9M	-$2.88M	5	0.4%	Reduced
342	Ferguson Wellman Capital Management Portland, Oregon	$17.9M	+$63.7K	1	0.62%	Increased
343	Churchill Management Los Angeles, California	$17.6M	+$12.4K	1	0.39%	Increased
344	Xact Kapitalforvaltning Stockholm, Sweden	$17.5M	+$3.18M	8	0.42%	Increased
345	FTCM Fir Tree Capital Management New York	$17.5M	+$17.5M	1	0.47%	New
346	KMC Kirr Marbach & Co Columbus, Indiana	$17.4M	-$271K	1	3.49%	Reduced
347	Suntrust Banks Atlanta, Georgia	$17.4M	-$1.28M	5	0.1%	Reduced
348	TAM THB Asset Management Norwalk, Connecticut	$17.3M	+$1.98M	2	2.28%	Increased
349	Laurion Capital Management New York	$17.3M	-$7.98M	4	0.09%	Reduced
350	Whittier Trust South Pasadena, California	$17.1M	-$7.45M	4	0.6%	Reduced