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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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.7M	-$622K	2	1.59%	Reduced
377	MCM McRae Capital Management Morristown, New Jersey	$14.6M	-$186K	2	5.94%	Reduced
378	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.6M	-$1.56M	12	0.24%	Reduced
379	SAM Scopus Asset Management New York	$14.6M	-$2.17M	2	0.16%	Reduced
380	Xact Kapitalforvaltning Stockholm, Sweden	$14.4M	+$2.19M	2	0.44%	Increased
381	Associated Banc-Corp Green Bay, Wisconsin	$14.3M	-$141K	2	0.81%	Reduced
382	Meyer Handelman Company Rye Brook, New York	$14.3M	-$320K	2	0.6%	Reduced
383	Sit Investment Associates Minneapolis, Minnesota	$14M	+$2.77M	3	0.35%	Increased
384	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$14M	+$2.68M	5	0.04%	Increased
385	Manning & Napier Advisors Fairport, New York	$13.9M	+$2.28M	2	0.12%	Increased
386	TAM Taurus Asset Management New York	$13.9M	-$66.6K	1	2.17%	Reduced
387	TAM THB Asset Management Norwalk, Connecticut	$13.8M	+$4.98M	2	1.79%	Increased
388	Zurich Insurance Group Zurich, Switzerland	$13.8M	+$7.22M	3	0.39%	Increased
389	ARK Investment Management St. Petersburg, Florida	$13.7M	+$5.01M	1	2.66%	Increased
390	DIA Denver Investment Advisors Denver, Colorado	$13.5M	+$567K	3	0.6%	Increased
391	TIP Torray Investment Partners Bethesda, Maryland	$13.5M	-$29.6K	1	1.42%	Reduced
392	EULAV Asset Management Sarasota, Florida	$13.4M	-$330K	3	0.66%	Reduced
393	MN Services Vermogensbeheer The Hague, Netherlands	$13.4M	+$10.5M	2	0.37%	Increased
394	Laurion Capital Management New York	$13.3M	-$7.67M	6	0.07%	Reduced
395	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$13.3M	+$1.47M	4	2.79%	Increased
396	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.3M	-$590K	8	0.17%	Reduced
397	Eventide Asset Management Boston, Massachusetts	$13.2M	-$2.68M	3	0.82%	Reduced
398	Alpha Cubed Investments Irvine, California	$13.1M	+$2.21M	2	2.26%	Increased
399	Segall Bryant & Hamill Chicago, Illinois	$13M	+$8.5M	4	0.31%	Increased
400	Capital International Sarl Los Angeles, California	$13M	+$22.9K	1	1.12%	Increased