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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	Yacktman Asset Management Austin, Texas	$19.1M	-$1.35M	2	0.3%	Reduced
377	SC Sasco Capital Fairfield, Connecticut	$19.1M	+$11.3K	1	3%	Increased
378	Encompass Capital Advisors New York	$19M	-$11.7M	1	2.54%	Reduced
379	AR Advisory Research Chicago, Illinois	$19M	-$8.19M	2	1.69%	Reduced
380	Whittier Trust South Pasadena, California	$18.5M	+$1.04M	8	0.51%	Increased
381	Winton Group London, United Kingdom	$18.5M	-$6.29M	8	0.48%	Reduced
382	First National Bank of Omaha Omaha, Nebraska	$18.4M	+$801K	5	1.24%	Increased
383	TAMH Taikang Asset Management (HK) Hong Kong	$18.4M	$0	1	3.27%	Maintained
384	Mutual of America Capital Management New York	$18.3M	+$2.83M	9	0.26%	Increased
385	B BP London, United Kingdom	$18.1M	$0	2	0.66%	Maintained
386	Pacer Advisors Malvern, Pennsylvania	$17.8M	+$1.31M	8	0.36%	Increased
387	TCW Group Los Angeles, California	$17.8M	-$5.88M	2	0.21%	Reduced
388	Alpha Cubed Investments Irvine, California	$17.7M	-$1.29M	2	1.93%	Reduced
389	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$17.5M	-$2.31M	2	0.56%	Reduced
390	Fifth Third Bancorp Cincinnati, Ohio	$17.4M	-$1.61M	10	0.1%	Reduced
391	ZCM Ziegler Capital Management Chicago, Illinois	$17.4M	-$2.22M	4	0.55%	Reduced
392	SSP Sixth Street Partners Dallas, Texas	$17.2M	-$23.9M	1	8.44%	Reduced
393	Parallax Volatility Advisers San Francisco, California	$17.2M	-$18.8M	5	0.02%	Reduced
394	Castleark Management Chicago, Illinois	$17.2M	-$28.6M	3	0.75%	Reduced
395	TCM Tributary Capital Management Omaha, Nebraska	$17M	+$7.31M	3	1.45%	Increased
396	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.8M	-$265K	1	1.86%	Reduced
397	Martingale Asset Management Boston, Massachusetts	$16.8M	-$3.02M	8	0.2%	Reduced
398	BC Burleson & Co Petaluma, California	$16.7M	+$3.86M	1	3.65%	Increased
399	MSA Mason Street Advisors Milwaukee, Wisconsin	$16.7M	+$120K	11	0.34%	Increased
400	Advisors Asset Management Monument, Colorado	$16.5M	+$1.53M	11	0.32%	Increased