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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	HA Halsey Associates New Haven, Connecticut	$12.6M	+$128K	2	2.75%	Increased
377	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.6M	-$292K	6	0.15%	Reduced
378	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.6M	-$29.6K	2	1.7%	Reduced
379	Thornburg Investment Management Santa Fe, New Mexico	$12.5M	-$1.42M	1	0.07%	Reduced
380	HA Heartland Advisors Milwaukee, Wisconsin	$12.5M	+$2.04M	3	0.31%	Increased
381	DVM Dreman Value Management West Palm Beach, Florida	$12.4M	+$1.15M	4	1.08%	Increased
382	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.4M	-$786K	3	0.38%	Reduced
383	Korea Investment Corp Seoul, South Korea	$12.1M	-$26.2M	2	0.09%	Reduced
384	Associated Banc-Corp Green Bay, Wisconsin	$11.9M	+$283K	1	0.75%	Increased
385	CCMH Cornerstone Capital Management Holdings New York	$11.9M	-$2.16M	4	0.11%	Reduced
386	HAM Hillcrest Asset Management Plano, Texas	$11.9M	+$3.5K	2	3.6%	Increased
387	CIM Calvert Investment Management Bethesda, Maryland	$11.9M	+$1.23M	3	0.77%	Increased
388	Wasatch Advisors Salt Lake City, Utah	$11.5M	-$1.98M	2	0.12%	Reduced
389	Advisors Asset Management Monument, Colorado	$11.4M	-$26.1K	7	0.15%	Reduced
390	Segall Bryant & Hamill Chicago, Illinois	$11.4M	+$474K	6	0.26%	Increased
391	LCM Lafitte Capital Management Austin, Texas	$11.3M	-$2.02M	1	10.62%	Reduced
392	GD Grandfield & Dodd New York	$11.2M	+$291K	1	1.71%	Increased
393	Utah Retirement Systems Salt Lake City, Utah	$11.2M	+$338K	5	0.29%	Increased
394	CC Curian Capital Denver, Colorado	$11.2M	+$1.08M	5	0.19%	Increased
395	SCM SeaStone Capital Management New York	$11.1M	+$11M	1	2.48%	New
396	VWM Valley Wealth Managers Paramus, New Jersey	$11.1M	+$91.8K	1	1.92%	Increased
397	Sculptor Capital New York	$11.1M	+$11.9M	1	0.04%	New
398	Ladenburg Thalmann Financial Services Miami, Florida	$11.1M	+$1.7M	15	0.21%	Increased
399	TCW Group Los Angeles, California	$11.1M	+$359K	2	0.05%	Increased
400	SCM SG Capital Management Chicago, Illinois	$11.1M	+$1.6M	1	3.23%	Increased