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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	First National Bank of Omaha Omaha, Nebraska	$14.6M	-$1.43M	5	1.14%	Reduced
377	GAMCO Investors Greenwich, Connecticut	$14.5M	+$1.08M	5	0.17%	Increased
378	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.4M	$0	11	0.33%	Maintained
379	Fifth Third Bancorp Cincinnati, Ohio	$14.4M	+$2.12M	11	0.1%	Increased
380	Copeland Capital Management Conshohocken, Pennsylvania	$14.4M	-$75.9K	1	0.87%	Reduced
381	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$14.4M	-$740K	1	1.81%	Reduced
382	QF QVT Financial New York	$14.2M	$0	1	3.32%	Maintained
383	Cambridge Investment Research Advisors Fairfield, Iowa	$14.2M	-$4.95M	7	0.14%	Reduced
384	SAM Scopus Asset Management New York	$14M	-$21.9M	1	1.2%	Reduced
385	Associated Banc-Corp Green Bay, Wisconsin	$14M	+$636K	7	0.74%	Increased
386	WBC Westpac Banking Corp Sydney, Australia	$14M	-$1.35M	2	0.24%	Reduced
387	Wolverine Asset Management Chicago, Illinois	$14M	-$9.64M	5	0.2%	Reduced
388	Mariner Overland Park, Kansas	$13.9M	+$14.1M	4	0.17%	Increased
389	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.9M	-$3.74M	14	0.24%	Reduced
390	GS Gagnon Securities New York	$13.7M	-$2.07M	1	4.65%	Reduced
391	CIBC Asset Management Toronto, Ontario, Canada	$13.6M	+$836K	5	0.1%	Increased
392	GGI Godsey & Gibb Inc Richmond, Virginia	$13.5M	-$881K	1	2.57%	Reduced
393	Shelton Capital Management Denver, Colorado	$13.4M	-$1M	6	0.97%	Reduced
394	TIP Torray Investment Partners Bethesda, Maryland	$13.3M	-$15.2K	1	2.94%	Reduced
395	Pinnacle Associates New York	$13.3M	+$2.7M	5	0.4%	Increased
396	Washington Trust Westerly, Rhode Island	$13.2M	+$978K	6	0.63%	Increased
397	Eastern Bank Boston, Massachusetts	$13.1M	-$304K	1	0.98%	Reduced
398	ER Enlightenment Research Miami, Florida	$13.1M	+$12.2M	1	13.92%	New
399	Artisan Partners Milwaukee, Wisconsin	$13.1M	-$868K	1	0.03%	Reduced
400	ECM Engine Capital Management New York	$13M	-$3.52M	1	6.78%	Reduced