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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	Cornerstone Investment Partners Atlanta, Georgia	$17.7M	+$16.4M	1	0.77%	Increased
352	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17.6M	+$475K	17	0.3%	Increased
353	SC Skylands Capital Milwaukee, Wisconsin	$17.4M	+$1.19M	2	2.4%	Increased
354	GAM GVO Asset Management Zug, Switzerland	$17.4M	+$13.5M	1	14.16%	Increased
355	BCM Billings Capital Management Arlington, Virginia	$17.4M	-$662K	1	15.53%	Reduced
356	GD Grandfield & Dodd New York	$17.3M	+$973K	2	1.71%	Increased
357	EP Elkfork Partners Portland, Oregon	$17.3M	-$7.05M	7	0.42%	Reduced
358	Federated Hermes Pittsburgh, Pennsylvania	$17.1M	+$5.29M	14	0.04%	Increased
359	DIA Dean Investment Associates Beavercreek, Ohio	$17M	+$1.56M	4	2.45%	Increased
360	Wolverine Asset Management Chicago, Illinois	$17M	-$8.5M	6	0.22%	Reduced
361	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.9M	-$281K	1	1.63%	Reduced
362	Dana Investment Advisors Waukesha, Wisconsin	$16.8M	-$1.09M	2	0.83%	Reduced
363	Swiss Life Asset Management Zurich,	$16.8M	+$1.6M	1	0.2%	Increased
364	Summit Partners Public Asset Management Boston, Massachusetts	$16.8M	+$4.09M	1	1.67%	Increased
365	PFC Phocas Financial Corp Alameda, California	$16.7M	-$1.57M	2	1.71%	Reduced
366	Utah Retirement Systems Salt Lake City, Utah	$16.7M	-$82.5K	7	0.32%	Reduced
367	Whittier Trust South Pasadena, California	$16.6M	+$43.1K	7	0.49%	Increased
368	BNP Paribas Asset Management Paris, France	$16.4M	+$177K	4	0.13%	Increased
369	Kennedy Capital Management St Louis, Missouri	$16.2M	-$8.85M	3	0.39%	Reduced
370	LNB Ledyard National Bank	$16.2M	-$254K	2	2.16%	Reduced
371	MSL Mackay Shields LLC New York	$16.1M	+$1.01M	10	0.11%	Increased
372	FTCM Fir Tree Capital Management New York	$16.1M	-$2.37M	1	1.61%	Reduced
373	Copeland Capital Management Conshohocken, Pennsylvania	$15.8M	+$677K	1	0.88%	Increased
374	EP Edgestream Partners Princeton, New Jersey	$15.8M	+$9.75M	2	1.78%	Increased
375	Gulf International Bank (UK) London, United Kingdom	$15.6M	-$97K	2	0.26%	Reduced