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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	MSA Mason Street Advisors Milwaukee, Wisconsin	$16.1M	-$16K	9	0.33%	Reduced
377	GIA Granite Investment Advisors Concord, New Hampshire	$16.1M	-$804K	2	2.82%	Reduced
378	QI QV Investors Calgary, Alberta, Canada	$15.9M	-$1.19M	1	0.39%	Reduced
379	TU TDAM USA Toronto, Ontario, Canada	$15.8M	-$436K	2	0.96%	Reduced
380	Cambiar Investors Denver, Colorado	$15.7M	+$4.83M	3	0.29%	Increased
381	Eastern Bank Boston, Massachusetts	$15.6M	-$764K	1	1.02%	Reduced
382	SCP Sandhill Capital Partners Buffalo, New York	$15.4M	+$701K	2	2.28%	Increased
383	WCM Investment Management Laguna Beach, California	$15.3M	+$2.73M	2	0.14%	Increased
384	TW Transform Wealth Greenwood Village, Colorado	$15.2M	+$1.38M	2	2.63%	Increased
385	CIBC World Market Toronto, Ontario, Canada	$15M	-$4.1M	5	0.06%	Reduced
386	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$15M	+$10.4M	3	0.1%	Increased
387	TIP Torray Investment Partners Bethesda, Maryland	$15M	+$15.8K	1	1.5%	Increased
388	SCM SKBA Capital Management San Francisco, California	$15M	$0	1	1.94%	Maintained
389	CI Investments Inc Toronto, Ontario, Canada	$14.9M	-$347K	2	0.11%	Reduced
390	KMC Kirr Marbach & Co Columbus, Indiana	$14.9M	-$267K	2	3.3%	Reduced
391	GL Governors Lane New York	$14.9M	$0	1	0.83%	Maintained
392	DF Donoghue Forlines Boston, Massachusetts	$14.5M	-$3.53M	2	1.13%	Reduced
393	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.4M	-$1.67M	9	0.17%	Reduced
394	LNB Ledyard National Bank	$14.4M	+$195K	3	1.64%	Increased
395	Copeland Capital Management Conshohocken, Pennsylvania	$14.3M	-$2.69M	1	0.87%	Reduced
396	Oppenheimer & Co New York	$14.1M	+$3.48M	8	0.36%	Increased
397	DIA Dean Investment Associates Beavercreek, Ohio	$14.1M	+$763K	4	1.96%	Increased
398	Manning & Napier Group Fairport, New York	$14M	+$603K	3	0.14%	Increased
399	WI Wafra Inc New York	$14M	+$703K	1	0.48%	Increased
400	Robeco Schweiz Zurich, Switzerland	$14M	-$6.47M	2	0.55%	Reduced