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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	R.M. Davis Inc Portland, Maine	$34.2M	+$1.32M	2	0.92%	Increased
427	ACM Argent Capital Management St Louis, Missouri	$33.9M	-$141K	1	1.22%	Reduced
428	Cetera Investment Advisers Schaumburg, Illinois	$33.8M	+$15.2M	10	0.31%	Increased
429	Alpha Cubed Investments Irvine, California	$33.8M	+$1.95M	3	2.56%	Increased
430	CloudAlpha Capital Management Hong Kong	$33.4M	+$8.07M	1	4.21%	Increased
431	MDSL M.D. Sass LLC New York	$33.2M	-$3.62M	1	4.88%	Reduced
432	Castleark Management Chicago, Illinois	$32.7M	+$7.35M	4	1.71%	Increased
433	Eventide Asset Management Boston, Massachusetts	$32.5M	-$1.04M	1	0.64%	Reduced
434	Huntington National Bank Columbus, Ohio	$32.4M	-$5.25M	16	0.34%	Reduced
435	Kentucky Retirement Systems Frankfort, Kentucky	$32.3M	+$201K	3	1.27%	Increased
436	CGIM Capital Group Investment Management Raffles Quay, Singapore	$32.3M	+$39.8M	2	1.24%	New
437	TAM Thematics Asset Management Paris, France	$32.2M	+$30.9M	1	1.95%	New
438	Cetera Advisors Denver, Colorado	$32.2M	+$3.43M	6	0.58%	Increased
439	Vaughan David Investments Peoria, Illinois	$32M	+$618K	1	0.95%	Increased
440	Ameritas Investment Partners Lincoln, Nebraska	$31.9M	+$1.45M	23	1.28%	Increased
441	Elo Mutual Pension Insurance Espoo, Finland	$31.8M	+$1.66M	3	1.09%	Increased
442	Bridgeway Capital Management Houston, Texas	$31.8M	+$6.01M	8	0.82%	Increased
443	GW&K Investment Management Boston, Massachusetts	$31.7M	-$657K	3	0.32%	Reduced
444	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$31.4M	+$7.13M	3	0.87%	Increased
445	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$31.1M	+$34.7M	1	0.85%	Increased
446	ZCM Ziegler Capital Management Chicago, Illinois	$31.1M	+$6.69M	4	1.3%	Increased
447	CAM ClariVest Asset Management San Diego, California	$31M	-$1.57M	5	1.49%	Reduced
448	AEGON Asset Management (UK) Edinburgh, United Kingdom	$30.8M	+$22.2M	2	0.56%	Increased
449	Folketrygdfondet Oslo Norway, Norway	$30.8M	+$608K	1	0.65%	Increased
450	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$30.8M	-$11.4M	1	0.47%	Reduced