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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$19.1M	-$643K	5	0.3%	Reduced
327	Capital Advisors Inc Tulsa, Oklahoma	$19.1M	+$3.14M	1	1.03%	Increased
328	Man Group London, United Kingdom	$18.8M	-$53.6M	8	0.12%	Reduced
329	Calamos Advisors Naperville, Illinois	$18.8M	+$8.34M	2	0.15%	Increased
330	Martingale Asset Management Boston, Massachusetts	$18.7M	+$7.86M	8	0.25%	Increased
331	PCM Polaris Capital Management Boston, Massachusetts	$18.4M	-$1.75M	1	1.12%	Reduced
332	ACM Argent Capital Management St Louis, Missouri	$18.4M	-$3.22M	1	0.87%	Reduced
333	State of Alaska Department of Revenue Juneau, Alaska	$18.4M	+$2.03M	12	0.29%	Increased
334	SJIC St. James Investment Company Southlake, Texas	$18.3M	+$8.33M	1	2.3%	Increased
335	Kornitzer Capital Management Shawnee Mission, Kansas	$18.2M	-$1.72M	3	0.43%	Reduced
336	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17.8M	-$454K	16	0.37%	Reduced
337	Ferguson Wellman Capital Management Portland, Oregon	$17.7M	+$94.1K	3	0.66%	Increased
338	Kennedy Capital Management St Louis, Missouri	$17.6M	+$7.54M	4	0.65%	Increased
339	HP Harvey Partners Tarrytown, New York	$17.5M	-$9.12M	3	15.84%	Reduced
340	Great Lakes Advisors Chicago, Illinois	$17.5M	-$5.78M	6	0.51%	Reduced
341	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$17.3M	-$1.81M	1	4.9%	Reduced
342	Jupiter Investment Management London, United Kingdom	$17.2M	+$15.5M	2	0.34%	Increased
343	Hawk Ridge Capital Management Los Angeles, California	$17.2M	+$2.78M	1	2.9%	Increased
344	SC Sasco Capital Fairfield, Connecticut	$17.2M	+$1.97M	1	3.37%	Increased
345	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$767K	6	0.59%	Reduced
346	BCH Berkshire Capital Holdings San Jose, California	$17M	+$20.2M	1	5.06%	New
347	Employees Retirement System of Texas Austin, Texas	$17M	+$198K	6	0.33%	Increased
348	Credit Agricole Montrouge Cedex, France	$17M	-$21.7M	3	1.46%	Reduced
349	Mercer Global Advisors Denver, Colorado	$17M	+$995K	5	0.37%	Increased
350	Greenwoods Asset Management Grand Cayman, Cayman Islands	$17M	-$34.8M	1	0.75%	Reduced