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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	CIBC World Market Toronto, Ontario, Canada	$9.7M	+$3.2M	6	0.05%	Increased
377	Acadian Asset Management Boston, Massachusetts	$9.68M	-$709K	4	0.05%	Reduced
378	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.59M	+$265K	7	0.13%	Increased
379	MCM Marathon Capital Management Hunt Valley, Maryland	$9.55M	+$568K	2	4.85%	Increased
380	Hermes Investment Management London Uk, United Kingdom	$9.43M	-$7.34M	1	0.24%	Reduced
381	SAM Shell Asset Management The Hague, Netherlands	$9.33M	+$1.49M	5	0.15%	Increased
382	CIM Calvert Investment Management Bethesda, Maryland	$9.32M	+$1.36M	3	0.47%	Increased
383	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$9.3M	-$2.9M	2	1.06%	Reduced
384	PCM Palouse Capital Management Spokane, Washington	$9.24M	+$1.19M	3	3.56%	Increased
385	Capital Fund Management (CFM) Paris, France	$9.08M	+$10.3M	4	0.1%	Increased
386	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$9.05M	+$479	3	2.53%	Increased
387	CC Curian Capital Denver, Colorado	$8.98M	-$2.81M	5	0.24%	Reduced
388	VDBMI Van Den Berg Management I Austin, Texas	$8.97M	+$239K	2	1.15%	Increased
389	Associated Banc-Corp Green Bay, Wisconsin	$8.87M	+$37.2K	1	0.62%	Increased
390	TIP Torray Investment Partners Bethesda, Maryland	$8.81M	+$33.1K	1	0.65%	Increased
391	CHA Cedar Hill Associates Chicago, Illinois	$8.75M	-$121K	1	1.55%	Reduced
392	DILH Dai-ichi Life Holdings Tokyo, Japan	$8.65M	+$3.79M	3	0.27%	Increased
393	Polar Asset Management Partners Toronto, Ontario, Canada	$8.53M	-$354K	1	0.51%	Reduced
394	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$8.51M	+$4.27M	2	1.47%	Increased
395	Manning & Napier Advisors Fairport, New York	$8.45M	-$615K	2	0.05%	Reduced
396	Ladenburg Thalmann Financial Services Miami, Florida	$8.41M	-$1.86M	17	0.17%	Reduced
397	Bridgewater Associates Westport, Connecticut	$8.37M	+$9.34M	3	0.11%	Increased
398	Highbridge Capital Management New York	$8.34M	-$11.1M	3	0.13%	Reduced
399	VAM Visium Asset Management New York	$8.34M	-$15.1M	2	0.11%	Reduced
400	Regions Financial Corp Birmingham, Alabama	$8.34M	-$434K	5	0.12%	Reduced