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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	Atreides Management Boston, Massachusetts	$19.4M	-$16.5M	1	1.84%	Reduced
427	Thompson Siegel & Walmsley Richmond, Virginia	$19.3M	+$4.59M	5	0.37%	Increased
428	Andra AP-fonden Goteborg, Sweden	$19.2M	-$1.64M	2	0.52%	Reduced
429	MAM Meeder Asset Management Dublin, Ohio	$19.1M	-$3.12M	16	1.24%	Reduced
430	Assenagon Asset Management Senningerberg, Luxembourg	$19M	-$56.7M	8	0.11%	Reduced
431	Manning & Napier Group Fairport, New York	$19M	+$89.2K	1	0.19%	Increased
432	Ameritas Investment Partners Lincoln, Nebraska	$18.9M	-$281K	19	0.85%	Reduced
433	CG Cutler Group San Francisco, California	$18.8M	-$296K	4	1.16%	Reduced
434	SC Sasco Capital Fairfield, Connecticut	$18.7M	+$707K	1	3.21%	Increased
435	TC Teilinger Capital Houston, Texas	$18.4M	+$15.2M	1	17.53%	New
436	APA American Portfolios Advisors Holbrook, New York	$18.4M	+$989K	12	1.06%	Increased
437	BDS Banco de Sabadell Miami, Florida	$18.1M	+$2.45M	6	2.03%	Increased
438	SIC Schwartz Investment Counsel Plymouth, Michigan	$18M	$0	1	0.91%	Maintained
439	MSA Mason Street Advisors Milwaukee, Wisconsin	$17.9M	-$246K	11	0.35%	Reduced
440	Sessa Capital New York	$17.7M	+$18.7M	1	1.44%	New
441	AIC AWM Investment Company New York	$17.7M	$0	1	2.9%	Maintained
442	AR Advisory Research Chicago, Illinois	$17.6M	-$3.9M	3	1.72%	Reduced
443	TCM Tributary Capital Management Omaha, Nebraska	$17.5M	-$775K	3	1.51%	Reduced
444	GGI Godsey & Gibb Inc Richmond, Virginia	$17.5M	-$269K	1	2.63%	Reduced
445	GA Greenhaven Associates Purchase, New York	$17.4M	-$23.4M	1	0.38%	Reduced
446	AF Advisornet Financial Minnetonka, Minnesota	$17.3M	-$1.13M	10	1.48%	Reduced
447	MAI Capital Management Independence, Ohio	$17.3M	-$183K	2	0.5%	Reduced
448	Synovus Financial Columbus, Georgia	$17.2M	+$796K	4	0.23%	Increased
449	PC Periscope Capital Toronto, Ontario, Canada	$17.2M	+$5.62M	2	1.19%	Increased
450	TIP Torray Investment Partners Bethesda, Maryland	$17.1M	-$364K	1	3.13%	Reduced