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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	Dai-ichi Life Insurance Company Tokyo, Japan	$36.7M	+$623K	2	0.82%	Increased
427	BC Burleson & Co Petaluma, California	$36.6M	+$8.55M	3	7.94%	Increased
428	BCH Berkshire Capital Holdings San Jose, California	$36.4M	-$19.2M	1	14.01%	Reduced
429	TCW Group Los Angeles, California	$36.3M	-$50.3K	3	0.48%	Reduced
430	SCM Stonehill Capital Management New York	$36.1M	+$10.5M	1	24.02%	Increased
431	Stephens Investment Management Group Houston, Texas	$36.1M	+$3.71M	1	0.67%	Increased
432	Cullen/Frost Bankers San Antonio, Texas	$35.4M	+$562K	5	0.8%	Increased
433	Acadian Asset Management Boston, Massachusetts	$35.4M	+$8.48M	6	0.18%	Increased
434	RegentAtlantic Capital Morristown, New Jersey	$35.4M	-$1.37M	4	1.17%	Reduced
435	GW&K Investment Management Boston, Massachusetts	$35.2M	+$1.82M	4	0.38%	Increased
436	WorldQuant Millennium Advisors New York	$35M	+$2.13M	1	1%	Increased
437	HRT Financial New York	$34.3M	+$5.2M	13	0.38%	Increased
438	NewEdge Advisors New Orleans, Louisiana	$34.3M	+$5.06M	4	0.57%	Increased
439	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$34.2M	+$16.2M	2	0.25%	Increased
440	Whittier Trust South Pasadena, California	$34.1M	+$259K	9	0.69%	Increased
441	SI Schusterman Interests Tulsa, Oklahoma	$33.7M	$0	1	35.58%	Maintained
442	SFM Stack Financial Management Whitefish, Montana	$33.6M	-$237K	1	3.35%	Reduced
443	Trexquant Investment Stamford, Connecticut	$33.5M	+$6.14M	13	1.5%	Increased
444	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$33.5M	-$1.4M	2	1.26%	Reduced
445	Pinnacle Associates New York	$33.4M	+$6.8M	6	0.73%	Increased
446	WI Wafra Inc New York	$33.3M	+$1.48M	1	1.27%	Increased
447	Ameritas Investment Partners Lincoln, Nebraska	$33.1M	-$650K	23	1.43%	Reduced
448	D.A. Davidson & Co Great Falls, Montana	$32.7M	+$2.43M	9	0.41%	Increased
449	Erste Asset Management Vienna, Austria	$32.6M	+$2.83M	6	0.72%	Increased
450	RHBC R.H. Bluestein & Co Birmingham, Michigan	$32.4M	-$509K	5	1.99%	Reduced