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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
451	FQ First Quadrant Glendale, California	$9.2M	+$658K	3	0.23%	Increased
452	HA Heartland Advisors Milwaukee, Wisconsin	$9.19M	-$14.6M	1	0.17%	Reduced
453	CC Curian Capital Denver, Colorado	$9.18M	+$6.65M	3	0.16%	Increased
454	FMT First Mercantile Trust Cordova, Tennessee	$9.17M	-$2.66M	6	0.74%	Reduced
455	Williams Jones & Associates New York	$9.17M	-$3.67M	1	0.47%	Reduced
456	Whittier Trust South Pasadena, California	$9.16M	-$2.15M	5	0.5%	Reduced
457	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$9.16M	+$33.1K	2	0.07%	Increased
458	BCM Bodri Capital Management San Francisco, California	$9.16M	+$1.7M	4	5.34%	Increased
459	SSA South Street Advisors New York	$9.14M	+$118K	1	4.38%	Increased
460	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.09M	-$2.46M	4	0.34%	Reduced
461	Old National Bancorp Evansville, Indiana	$9.07M	-$7.84M	2	0.93%	Reduced
462	MCM McRae Capital Management Morristown, New Jersey	$8.88M	+$111K	1	4.91%	Increased
463	Weiss Multi-Strategy Advisers New York	$8.78M	-$3.59M	5	0.19%	Reduced
464	GC Gratry & Company Beachwood, Ohio	$8.77M	+$10.2K	1	3.09%	Increased
465	WI Wafra Inc New York	$8.74M	$0	1	1.27%	Maintained
466	HCM Hodges Capital Management Dallas, Texas	$8.67M	-$46.8K	1	0.75%	Reduced
467	PCM Peg Capital Management Canaan, New Hampshire	$8.66M	-$33.7K	1	4.42%	Reduced
468	CCM Crestwood Capital Management New York	$8.66M	+$5.69M	1	1.03%	New
469	Boston Trust Walden Boston, Massachusetts	$8.63M	+$166K	2	0.13%	Increased
470	HFS Haverford Financial Services Radnor, Pennsylvania	$8.63M	+$674K	1	4.75%	Increased
471	Fuller & Thaler Asset Management San Mateo, California	$8.6M	-$2.01M	1	0.51%	Reduced
472	SCM SIR Capital Management New York	$8.59M	+$1.1M	1	1.43%	Increased
473	OCM Olstein Capital Management Purchase, New York	$8.52M	-$508K	2	1.31%	Reduced
474	AC AFAM Capital Austin, Texas	$8.44M	-$369K	1	1.16%	Reduced
475	Bridges Investment Management Omaha, Nebraska	$8.16M	-$1.15M	3	2.02%	Reduced