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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	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	+$421K	1	0.57%	Increased
402	EP Elkfork Partners Portland, Oregon	$13M	+$975K	8	0.39%	Increased
403	Amalgamated Bank New York	$12.9M	+$4.05M	8	0.42%	Increased
404	HA Halsey Associates New Haven, Connecticut	$12.9M	+$344K	1	2.65%	Increased
405	NRS Neville Rodie & Shaw New York	$12.8M	+$3.31M	3	1.46%	Increased
406	NC Nitorum Capital New York	$12.6M	+$3.1M	1	2.51%	Increased
407	Ladenburg Thalmann Financial Services Miami, Florida	$12.6M	-$864K	20	0.15%	Reduced
408	HHC Hutchin Hill Capital New York	$12.4M	+$12.1M	6	0.42%	Increased
409	Foresters Investment Management New York	$12.4M	+$678K	2	0.21%	Increased
410	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.3M	-$1.04M	3	0.3%	Reduced
411	Bridgeway Capital Management Houston, Texas	$12.2M	+$2.43M	5	0.15%	Increased
412	CAM Capstone Asset Management Houston, Texas	$12.1M	-$134K	9	0.34%	Reduced
413	BlueCrest Capital Management St Helier, Jersey	$12.1M	+$8.2M	7	0.47%	Increased
414	RI Redwood Investments Boston, Massachusetts	$12.1M	+$3.87M	1	1.22%	Increased
415	Westfield Capital Management Boston, Massachusetts	$12.1M	+$11.6M	1	0.1%	New
416	MSA Mason Street Advisors Milwaukee, Wisconsin	$12M	+$205K	8	0.3%	Increased
417	MCIM Meadow Creek Investment Management Atlanta, Georgia	$12M	+$409K	9	0.29%	Increased
418	VHMC Value Holdings Management Company Hampton Bays, New York	$11.9M	+$3.1M	1	5.1%	Increased
419	IAM Impax Asset Management Portsmouth, New Hampshire	$11.9M	$0	1	0.67%	Maintained
420	Fuller & Thaler Asset Management San Mateo, California	$11.9M	+$263K	4	0.16%	Increased
421	CG Cutler Group San Francisco, California	$11.8M	-$15.4M	13	0.44%	Reduced
422	EA Edge Advisors Atlanta, Georgia	$11.8M	-$20.8K	4	1.34%	Reduced
423	D.A. Davidson & Co Great Falls, Montana	$11.7M	+$67.6K	9	0.26%	Increased
424	Shelton Capital Management Denver, Colorado	$11.7M	-$283K	8	0.82%	Reduced
425	Fort Washington Investment Advisors Cincinnati, Ohio	$11.6M	-$314K	3	0.18%	Reduced