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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
376	Meyer Handelman Company Rye Brook, New York	$13.4M	+$152K	2	0.6%	Increased
377	LPL Financial San Diego, California	$13.2M	+$1.44M	11	0.07%	Increased
378	HT HAP Trading New York	$13.2M	+$9.18M	1	0.49%	Increased
379	Whittier Trust South Pasadena, California	$13.1M	+$178K	5	0.62%	Increased
380	Placemark Investments Chicago, Illinois	$13.1M	+$109K	7	0.23%	Increased
381	Suntrust Banks Atlanta, Georgia	$12.9M	-$937K	4	0.09%	Reduced
382	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.9M	+$33K	6	0.15%	Increased
383	CCM Cupps Capital Management Chicago, Illinois	$12.5M	-$19.9M	2	1.12%	Reduced
384	GAI General American Investors New York	$12.5M	$0	1	1%	Maintained
385	MCM Marathon Capital Management Hunt Valley, Maryland	$12.5M	-$109K	2	11.5%	Reduced
386	HA Halsey Associates New Haven, Connecticut	$12.4M	+$152K	2	2.73%	Increased
387	ECP Electron Capital Partners New York	$12.3M	+$10.8M	4	7.44%	Increased
388	JAM JW Asset Management Miami Beach, Florida	$12.3M	+$12.9M	1	9.21%	New
389	HA Heartland Advisors Milwaukee, Wisconsin	$12.2M	-$10.4M	3	0.24%	Reduced
390	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.2M	-$535K	2	1.74%	Reduced
391	Acadian Asset Management Boston, Massachusetts	$12.1M	-$3.86M	4	0.05%	Reduced
392	Fifth Third Bancorp Cincinnati, Ohio	$12.1M	-$1.87M	7	0.1%	Reduced
393	Rathbones Group Liverpool, United Kingdom	$12M	-$15M	1	0.79%	Reduced
394	LCM Lafitte Capital Management Austin, Texas	$11.9M	$0	1	10.71%	Maintained
395	OCM Olstein Capital Management Purchase, New York	$11.9M	+$4.33M	1	1.45%	Increased
396	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$11.8M	+$3.42M	4	2.92%	Increased
397	AAP Ardsley Advisory Partners Stamford, Connecticut	$11.7M	-$10.9M	3	1.86%	Reduced
398	Thrivent Financial for Lutherans Minneapolis, Minnesota	$11.7M	-$12.9M	8	0.06%	Reduced
399	RCM Riverhead Capital Management Wilmington, Delaware	$11.7M	+$295K	4	0.18%	Increased
400	Associated Banc-Corp Green Bay, Wisconsin	$11.7M	+$248K	1	0.74%	Increased