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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
351	MSA Mason Street Advisors Milwaukee, Wisconsin	$15.2M	+$442K	7	0.11%	Increased
352	Obermeyer Wealth Partners Aspen, Colorado	$15M	+$14.6M	1	1.36%	New
353	Eventide Asset Management Boston, Massachusetts	$15M	+$4.17M	2	1.64%	Increased
354	AH Achievement Holdings Chicago, Illinois	$14.8M	+$16.4M	1	0.43%	New
355	NPIC Neumeier Poma Investment Counsel Carmel, California	$14.7M	+$1.61M	2	3.48%	Increased
356	WIM Wilen Investment Management Bonita Springs, Florida	$14.7M	-$694K	2	9.67%	Reduced
357	VDBMI Van Den Berg Management I Austin, Texas	$14.7M	-$998K	2	1.32%	Reduced
358	TSU TD Securities (USA) New York	$14.6M	+$1.12M	2	0.21%	Increased
359	CCMH Cornerstone Capital Management Holdings New York	$14.6M	-$1.63M	5	0.15%	Reduced
360	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$14.3M	+$13.9M	1	1.69%	New
361	Zacks Investment Management Chicago, Illinois	$14.2M	-$49.6K	2	0.46%	Reduced
362	ECM Estabrook Capital Management New York	$14.1M	-$315K	1	1.56%	Reduced
363	HHC Hutchin Hill Capital New York	$14M	+$11.8M	3	0.5%	Increased
364	DIA Denver Investment Advisors Denver, Colorado	$13.9M	+$511K	2	0.45%	Increased
365	Donaldson Capital Management Evansville, Indiana	$13.9M	-$1.55M	1	2.07%	Reduced
366	OIM Oceanic Investment Management Douglas, Isle Of Man	$13.8M	-$7.04M	1	4.39%	Reduced
367	WP WMS Partners Towson, Maryland	$13.8M	-$1.1M	4	2.13%	Reduced
368	AIP ARS Investment Partners New York	$13.8M	+$780K	1	2.34%	Increased
369	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$13.7M	-$3.76M	1	0.15%	Reduced
370	Virginia Retirement Systems Richmond, Virginia	$13.6M	+$1.77M	4	0.21%	Increased
371	Wasatch Advisors Salt Lake City, Utah	$13.6M	-$959K	2	0.14%	Reduced
372	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13.4M	-$786K	3	0.41%	Reduced
373	WI Wafra Inc New York	$13.4M	+$809K	1	1.38%	Increased
374	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.4M	-$85.3K	10	0.09%	Reduced
375	Congress Asset Management Boston, Massachusetts	$13.4M	-$2.35M	2	0.34%	Reduced