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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
426	Utah Retirement Systems Salt Lake City, Utah	$12.3M	+$74.3K	5	0.35%	Increased
427	FMW Farr Miller & Washington Washington, District of Columbia	$12M	+$11.9M	1	1.64%	New
428	KAM Keeley Asset Management Chicago, Illinois	$12M	-$480K	3	0.21%	Reduced
429	TWI Thomas White International Chicago, Illinois	$12M	+$77K	3	1.71%	Increased
430	BCAM Boston Common Asset Management Boston, Massachusetts	$11.9M	-$295K	1	0.67%	Reduced
431	CC Curian Capital Denver, Colorado	$11.9M	-$9.71M	4	0.21%	Reduced
432	SL SIB LLC New York, New York	$11.9M	-$4.01M	1	8.36%	Reduced
433	WIM Wilen Investment Management Bonita Springs, Florida	$11.9M	-$144K	2	6.93%	Reduced
434	BLM Bennett Lawrence Management New York	$11.9M	+$1.15M	1	1.75%	Increased
435	National Rural Electric Cooperative Association Arlington, Virginia	$11.8M	$0	1	0.23%	Maintained
436	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.6M	+$388K	3	0.31%	Increased
437	ExxonMobil Investment Management Irving, Texas	$11.5M	+$98.7K	2	0.26%	Increased
438	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.4M	+$123K	1	1.73%	Increased
439	QAM Quentec Asset Management New York	$11.4M	-$800K	1	3.46%	Reduced
440	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$11.3M	+$12.4M	4	1.86%	New
441	ICM ICC Capital Management Orlando, Florida	$11.3M	-$285K	2	1.02%	Reduced
442	MPM Meritage Portfolio Management Overland Park, Kansas	$11.2M	+$292K	2	1.35%	Increased
443	PTB Pioneer Trust Bank Salem, Oregon	$11.2M	-$231K	1	7.96%	Reduced
444	CCM Coe Capital Management Highland Park, Illinois	$11.2M	+$1.4M	3	3.27%	Increased
445	JP Morgan Private Wealth Advisors San Francisco, California	$11.1M	+$3.62M	7	0.2%	Increased
446	WAM World Asset Management Detroit, Michigan	$11M	-$1.56M	7	0.34%	Reduced
447	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11M	+$2.44M	5	0.17%	Increased
448	SC Skylands Capital Milwaukee, Wisconsin	$10.9M	+$2.08M	3	1.13%	Increased
449	Huntington National Bank Columbus, Ohio	$10.9M	+$5.45M	4	0.21%	Increased
450	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$10.9M	-$18.5M	6	0.04%	Reduced