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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
KTA
Keeley-Teton Advisors
Illinois
$15.6M +$7.19M 4 1.52% Increased
377
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.5M +$9.64M 5 0.14% Increased
378
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$15.5M -$102K 1 0.51% Reduced
379
Jefferies Group
Jefferies Group
New York
$15.4M +$10.3M 9 0.11% Increased
380
HA
Halsey Associates
Connecticut
$15.3M -$783K 1 2.74% Reduced
381
QIM
Quantitative Investment Management
Virginia
$15.3M -$11.1M 5 0.59% Reduced
382
CAM
ClariVest Asset Management
California
$15.3M -$3.33M 7 0.34% Reduced
383
GGI
Godsey & Gibb Inc
Virginia
$15.1M +$651K 1 2.17% Increased
384
PP
Paloma Partners
Connecticut
$15M +$8.42M 10 0.25% Increased
385
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$14.9M +$15M 1 0.16% New
386
OCM
Olstein Capital Management
New York
$14.9M -$173K 2 2.41% Reduced
387
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$14.8M +$10.9M 1 0.73% Increased
388
Achmea Investment Management
Achmea Investment Management
Netherlands
$14.8M +$12.9M 2 0.56% Increased
389
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M -$463K 11 0.18% Reduced
390
UBS O'Connor
UBS O'Connor
Illinois
$14.5M -$1.75M 1 0.28% Reduced
391
SGCIA
Smith Graham & Co Investment Advisors
Texas
$14.5M -$314K 2 1.57% Reduced
392
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$14.5M -$4.6M 3 0.04% Reduced
393
Sit Investment Associates
Sit Investment Associates
Minnesota
$14.5M +$10.1M 2 0.45% Increased
394
GAMCO Investors
GAMCO Investors
Connecticut
$14.3M +$134K 5 0.11% Increased
395
TIP
Torray Investment Partners
Maryland
$14.3M +$2.91K 1 1.49% Increased
396
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$14.3M -$70.8K 1 0.35% Reduced
397
GHCM
Glen Harbor Capital Management
California
$14.3M -$5.38M 8 0.3% Reduced
398
CI
Cowen Inc
New York
$14.2M +$7.73M 2 1.03% Increased
399
SCM
Spyglass Capital Management
California
$14.1M +$2.56M 1 4.45% Increased
400
Advisor Group
Advisor Group
Arizona
$13.9M +$1.05M 20 0.11% Increased
14 15
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