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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	Avantax Advisory Services Dallas, Texas	$26.1M	+$14.1M	4	0.42%	Increased
352	Dai-ichi Life Insurance Company Tokyo, Japan	$25.9M	-$34.7K	2	0.47%	Reduced
353	Rubric Capital Management (New York) New York	$25.8M	+$26.4M	1	2.41%	New
354	CI Investments Inc Toronto, Ontario, Canada	$25.7M	+$5.71M	3	0.13%	Increased
355	ZCM Ziegler Capital Management Chicago, Illinois	$25.6M	+$5.65M	4	0.99%	Increased
356	Gotham Asset Management New York	$25.5M	-$8.9M	8	0.82%	Reduced
357	Nomura Holdings Tokyo, Japan	$25.5M	-$14.1M	5	0.06%	Reduced
358	Causeway Capital Management Los Angeles, California	$25.4M	-$11.7M	1	0.47%	Reduced
359	Advisors Asset Management Monument, Colorado	$25.4M	+$2.16M	9	0.47%	Increased
360	Voloridge Investment Management Jupiter, Florida	$25.2M	-$55.1M	7	0.21%	Reduced
361	PCM Parsifal Capital Management Greenwich, Connecticut	$25.2M	+$1.88M	1	4.5%	Increased
362	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$25.2M	-$18.6M	4	4.11%	Reduced
363	CIBC World Market Toronto, Ontario, Canada	$25M	-$22.3M	6	0.11%	Reduced
364	MML Investors Services Springfield, Massachusetts	$24.6M	-$762K	6	0.31%	Reduced
365	QS Investors New York	$24.5M	-$9.81M	8	0.33%	Reduced
366	Bridgewater Associates Westport, Connecticut	$24.5M	+$2.09M	4	0.29%	Increased
367	AE Wealth Management Topeka, Kansas	$24.4M	+$4.05M	4	0.35%	Increased
368	Copeland Capital Management Conshohocken, Pennsylvania	$24.4M	+$2.7M	2	1.08%	Increased
369	Yacktman Asset Management Austin, Texas	$24.2M	+$4.21M	2	0.36%	Increased
370	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$24.2M	+$7.98M	2	1.87%	Increased
371	Wedge Capital Management Charlotte, North Carolina	$24.2M	-$12.4M	4	0.32%	Reduced
372	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$24M	-$1.64M	7	0.26%	Reduced
373	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$24M	-$12.4M	1	0.78%	Reduced
374	PineBridge Investments New York	$23.9M	-$5.82M	4	0.41%	Reduced
375	Harris Associates Chicago, Illinois	$23.8M	-$2.65M	1	0.06%	Reduced