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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	Bank of Nova Scotia Toronto, Ontario, Canada	$37.1M	-$7.38M	5	0.08%	Reduced
377	SIM SW Investment Management Telluride, Colorado	$37M	+$30.5M	1	22.66%	New
378	ZCM Ziegler Capital Management Chicago, Illinois	$36.7M	+$2.77M	4	1.21%	Increased
379	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$36.6M	+$21.2M	6	0.48%	Increased
380	Guinness Asset Management London, United Kingdom	$36.6M	+$21.7M	3	2.65%	Increased
381	Acadian Asset Management Boston, Massachusetts	$36.6M	+$409K	13	0.14%	Increased
382	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$36.6M	-$2.32M	2	2.5%	Reduced
383	AE Wealth Management Topeka, Kansas	$36.5M	-$1.34M	5	0.41%	Reduced
384	Hennessy Advisors Inc Novato, California	$36.2M	+$17.7M	4	2.33%	Increased
385	QS Investors New York	$35.9M	+$3.08M	5	0.43%	Increased
386	Ferguson Wellman Capital Management Portland, Oregon	$35.8M	+$1.44M	3	0.87%	Increased
387	MAM Myriad Asset Management North Point, Hong Kong	$35.4M	+$36.2M	1	7.26%	New
388	Rubric Capital Management (New York) New York	$35.4M	+$3.23M	1	2.6%	Increased
389	PWAM Park West Asset Management San Francisco, California	$34.8M	+$21.4M	1	0.72%	New
390	Kentucky Retirement Systems Frankfort, Kentucky	$34.7M	+$22.8M	3	1.79%	Increased
391	Kennedy Capital Management St Louis, Missouri	$34.6M	+$93.5K	5	0.78%	Increased
392	BC Burleson & Co Petaluma, California	$34.2M	+$304K	1	5.94%	Increased
393	Davis Selected Advisers Tucson, Arizona	$34.2M	-$15.2M	1	0.16%	Reduced
394	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$34.2M	-$229K	2	5.25%	Reduced
395	Carillon Tower Advisers St. Petersburg, Florida	$34.1M	+$19.2M	2	0.21%	Increased
396	Bridgeway Capital Management Houston, Texas	$33.7M	+$921K	8	0.71%	Increased
397	Lido Advisors Los Angeles, California	$33.6M	-$13.6M	3	0.7%	Reduced
398	Cubist Systematic Strategies Stamford, Connecticut	$33.3M	-$10.2M	17	0.46%	Reduced
399	Ameritas Investment Partners Lincoln, Nebraska	$33.3M	+$4.69M	19	1.53%	Increased
400	FMW Farr Miller & Washington Washington, District of Columbia	$33.2M	+$240K	1	2.53%	Increased