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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
401	OA OFI Advisors Philadelphia, Pennsylvania	$11.9M	+$6.02M	8	0.7%	Increased
402	Advisors Asset Management Monument, Colorado	$11.7M	+$458K	8	0.16%	Increased
403	Associated Banc-Corp Green Bay, Wisconsin	$11.6M	-$250K	1	0.75%	Reduced
404	Polar Asset Management Partners Toronto, Ontario, Canada	$11.6M	+$1.99M	1	0.5%	Increased
405	NC Northpointe Capital Bloomfield Hills, Michigan	$11.6M	+$11.2M	1	1.37%	New
406	VWM Valley Wealth Managers Paramus, New Jersey	$11.6M	+$341K	1	2.01%	Increased
407	OAM Oxford Asset Management Oxford, United Kingdom	$11.6M	+$1.76M	3	0.31%	Increased
408	TIP Torray Investment Partners Bethesda, Maryland	$11.5M	+$11.7M	1	0.75%	Increased
409	First Eagle Investment Management New York	$11.5M	$0	1	0.03%	Maintained
410	Nordea Investment Management Stockholm, Sweden	$11.5M	+$1.53M	5	0.04%	Increased
411	Employees Retirement System of Texas Austin, Texas	$11.5M	+$1.75M	4	0.15%	Increased
412	Segall Bryant & Hamill Chicago, Illinois	$11.4M	+$20.7K	6	0.26%	Increased
413	Ruffer LLP London, United Kingdom	$11.2M	-$3.4M	1	0.49%	Reduced
414	GCP GSA Capital Partners London, United Kingdom	$11.1M	-$3.52M	7	0.43%	Reduced
415	GD Grandfield & Dodd New York	$11.1M	+$61.3K	1	1.7%	Increased
416	Manning & Napier Advisors Fairport, New York	$11M	+$2.03M	2	0.05%	Increased
417	Regions Financial Corp Birmingham, Alabama	$11M	-$2.36M	5	0.15%	Reduced
418	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$10.7M	+$1.37M	1	0.14%	Increased
419	SCM SeaStone Capital Management New York	$10.7M	-$287K	1	3.01%	Reduced
420	Fifth Third Bancorp Cincinnati, Ohio	$10.6M	+$1.79M	11	0.09%	Increased
421	CHA Cedar Hill Associates Chicago, Illinois	$10.5M	+$303K	1	1.66%	Increased
422	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$10.5M	+$9.27M	1	0.69%	New
423	CIM Calvert Investment Management Bethesda, Maryland	$10.5M	-$1.74M	3	0.46%	Reduced
424	PCM Palouse Capital Management Spokane, Washington	$10.5M	+$686K	3	3.68%	Increased
425	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.4M	-$310K	1	1.35%	Reduced