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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	Fifth Third Bancorp Cincinnati, Ohio	$10.6M	+$402K	7	0.08%	Increased
452	Wilmington Savings Fund Society Wilmington, Delaware	$10.6M	+$544K	1	0.61%	Increased
453	Fiera Capital (Canada) Montreal, Quebec, Canada	$10.6M	-$350K	2	0.05%	Reduced
454	Ameritas Investment Partners Lincoln, Nebraska	$10.6M	+$35.3K	15	0.5%	Increased
455	DCM Dupont Capital Management Wilmington, Delaware	$10.5M	+$1.47M	4	0.24%	Increased
456	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.4M	-$73.6K	1	2.28%	Reduced
457	O'Shaughnessy Asset Management Stamford, Connecticut	$10.3M	-$6.78M	6	0.24%	Reduced
458	CG Cutler Group San Francisco, California	$10.3M	-$969K	13	0.39%	Reduced
459	Capital International Sarl Los Angeles, California	$10.1M	-$2.66M	1	0.84%	Reduced
460	ING Group Amsterdam, Netherlands	$10.1M	+$1.5M	5	0.2%	Increased
461	GL GLG LLC New York	$10.1M	+$3.02M	4	0.66%	Increased
462	GAMCO Investors Greenwich, Connecticut	$9.89M	-$171K	4	0.06%	Reduced
463	PDM Penn Davis McFarland Dallas, Texas	$9.87M	-$343K	1	3.06%	Reduced
464	BNP Paribas Asset Management Paris, France	$9.79M	-$99.5K	3	0.08%	Reduced
465	Walleye Trading New York	$9.78M	-$12.8M	6	0.05%	Reduced
466	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$9.73M	-$349K	1	3.55%	Reduced
467	WAM World Asset Management Detroit, Michigan	$9.67M	+$44.8K	6	0.32%	Increased
468	JCM Jag Capital Management St Louis, Missouri	$9.6M	+$771K	1	1.8%	Increased
469	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.58M	-$85.8K	2	0.18%	Reduced
470	AA Apriem Advisors Irvine, California	$9.52M	+$1.2M	2	2.37%	Increased
471	DIA Davidson Investment Advisors Great Falls, Montana	$9.46M	+$2.79M	1	1.02%	Increased
472	Artisan Partners Milwaukee, Wisconsin	$9.36M	-$471K	1	0.02%	Reduced
473	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$9.28M	+$6.48M	5	0.06%	Increased
474	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$9.23M	+$7.27M	2	1.04%	Increased
475	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$9.18M	$0	1	3.2%	Maintained