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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	AAM ACK Asset Management Greenwich, Connecticut	$16.9M	-$6.18M	1	4.67%	Reduced
352	Cambiar Investors Denver, Colorado	$16.9M	+$61.7K	2	0.27%	Increased
353	Kornitzer Capital Management Shawnee Mission, Kansas	$16.9M	+$7.93K	2	0.29%	Increased
354	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$16.8M	+$2.78M	5	0.05%	Increased
355	KMC Kirr Marbach & Co Columbus, Indiana	$16.7M	-$8.28K	1	3.66%	Reduced
356	Envestnet Asset Management Chicago, Illinois	$16.6M	-$4.49M	12	0.04%	Reduced
357	CCMH Cornerstone Capital Management Holdings New York	$16.6M	-$612K	6	0.13%	Reduced
358	IA Icon Advisers Greenwood Village, Colorado	$16.5M	+$15.5M	1	1.16%	New
359	WBC Westpac Banking Corp Sydney, Australia	$16.3M	-$2.78M	3	0.36%	Reduced
360	FQ First Quadrant Glendale, California	$16.3M	-$4.64M	3	0.32%	Reduced
361	EULAV Asset Management Sarasota, Florida	$16.2M	+$3.3M	3	0.77%	Increased
362	OCM Olstein Capital Management Purchase, New York	$16.2M	+$532K	1	2.09%	Increased
363	QIM Quantitative Investment Management Charlottesville, Virginia	$16.1M	-$53M	3	0.18%	Reduced
364	TU TDAM USA Toronto, Ontario, Canada	$16.1M	-$716K	2	0.95%	Reduced
365	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$16.1M	+$9.56M	6	0.07%	Increased
366	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$15.8M	+$10.5M	1	1.79%	Increased
367	Segall Bryant & Hamill Chicago, Illinois	$15.7M	+$1.55M	4	0.36%	Increased
368	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.6M	-$81.1K	1	1.75%	Reduced
369	Gotham Asset Management New York	$15.3M	-$38.9M	5	0.22%	Reduced
370	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$15.2M	+$268K	2	1.6%	Increased
371	Fred Alger Management New York	$15M	-$7.21M	2	0.07%	Reduced
372	Handelsbanken Fonder Stockholm, Sweden	$15M	+$7.4M	3	0.35%	Increased
373	QS Investors New York	$15M	+$5.97M	13	0.12%	Increased
374	MCM McRae Capital Management Morristown, New Jersey	$14.8M	-$315K	2	6.35%	Reduced
375	NC Nitorum Capital New York	$14.7M	+$1.33M	1	2.44%	Increased