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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	Creative Planning Overland Park, Kansas	$9.96M	+$252K	17	0.06%	Increased
427	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.92M	+$576K	3	0.19%	Increased
428	Acadian Asset Management Boston, Massachusetts	$9.89M	+$3.28M	6	0.05%	Increased
429	Eventide Asset Management Boston, Massachusetts	$9.88M	+$341K	3	0.64%	Increased
430	Ameritas Investment Partners Lincoln, Nebraska	$9.78M	+$2.45M	6	0.49%	Increased
431	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.69M	-$464K	7	0.35%	Reduced
432	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.66M	+$909K	8	0.47%	Increased
433	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$9.62M	-$24.7K	1	3.57%	Reduced
434	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$9.6M	+$1.58M	1	2.43%	Increased
435	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.52M	-$18.5K	3	0.23%	Reduced
436	LPU Lansdowne Partners (UK) London, United Kingdom	$9.41M	-$329K	1	0.08%	Reduced
437	Manning & Napier Advisors Fairport, New York	$9.36M	-$810K	2	0.06%	Reduced
438	PP PDT Partners New York	$9.36M	+$5.01M	3	0.61%	Increased
439	EA Edge Advisors Atlanta, Georgia	$9.21M	+$9.09M	4	1.18%	New
440	AIC AWM Investment Company New York	$9.19M	$0	1	1.8%	Maintained
441	Vident Investment Advisory Alpharetta, Georgia	$9.08M	+$59.1K	3	1.1%	Increased
442	Hermes Investment Management London Uk, United Kingdom	$9.07M	-$12.4M	1	0.16%	Reduced
443	1M 13D Management New York	$9.06M	+$657K	1	3.71%	Increased
444	MCIM Meadow Creek Investment Management Atlanta, Georgia	$9.06M	+$8.62M	9	0.23%	New
445	RCYC Richard C. Young & Co Newport, Rhode Island	$9.03M	+$82K	1	1.9%	Increased
446	CAM Centre Asset Management New York	$8.99M	+$8.1M	1	1.74%	New
447	GHCM Glen Harbor Capital Management San Diego, California	$8.89M	+$8.39M	8	0.24%	New
448	CG Cutler Group San Francisco, California	$8.86M	-$811K	10	0.32%	Reduced
449	Douglas Lane & Associates New York	$8.78M	-$6.64M	2	0.22%	Reduced
450	TA Teton Advisors Rye, New York	$8.77M	-$6.18M	4	0.88%	Reduced