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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	SAM Scopus Asset Management New York	$13.6M	-$39.8M	3	0.88%	Reduced
377	Bridges Investment Management Omaha, Nebraska	$13.5M	+$2.91M	2	0.63%	Increased
378	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$13.4M	-$434K	1	4.72%	Reduced
379	Credit Agricole Montrouge Cedex, France	$13.4M	-$2.28M	5	0.76%	Reduced
380	Employees Retirement System of Texas Austin, Texas	$13.4M	+$181K	6	0.21%	Increased
381	TU TDAM USA Toronto, Ontario, Canada	$13.2M	-$417K	2	0.96%	Reduced
382	GS Gagnon Securities New York	$13M	-$1.23M	1	3.47%	Reduced
383	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13M	-$1.47M	13	0.22%	Reduced
384	PC Pier Capital Stamford, Connecticut	$13M	-$1.62M	2	2.58%	Reduced
385	Mutual of America Capital Management New York	$12.9M	+$2.7M	10	0.21%	Increased
386	Marshall Wace London, United Kingdom	$12.9M	-$3.34M	7	0.13%	Reduced
387	SCP Sandhill Capital Partners Buffalo, New York	$12.8M	+$735K	2	2.12%	Increased
388	HA Halsey Associates New Haven, Connecticut	$12.8M	+$626K	1	2.42%	Increased
389	OAM Oxford Asset Management Oxford, United Kingdom	$12.8M	-$9.48M	9	0.33%	Reduced
390	GH GAM Holding Zurich, Switzerland	$12.8M	-$1.99M	4	0.65%	Reduced
391	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.7M	+$1.32M	11	0.18%	Increased
392	WI Wafra Inc New York	$12.6M	$0	1	0.5%	Maintained
393	SCM Stevens Capital Management Radnor, Pennsylvania	$12.6M	-$8.43M	3	0.65%	Reduced
394	MCM Matarin Capital Management New York	$12.6M	+$10.9M	2	1.02%	Increased
395	IM Islet Management New York	$12.5M	+$12.1M	1	1.99%	New
396	William Blair & Company Chicago, Illinois	$12.4M	+$756K	4	0.09%	Increased
397	GHCM Glen Harbor Capital Management San Diego, California	$12.3M	+$4.48M	8	0.3%	Increased
398	RCM Rutabaga Capital Management Boston, Massachusetts	$12.3M	+$12.2M	1	4.04%	New
399	Advisors Asset Management Monument, Colorado	$12.2M	-$4.81M	11	0.25%	Reduced
400	PIA Piedmont Investment Advisors Durham, North Carolina	$12.2M	+$756K	5	0.58%	Increased