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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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$33M	+$2M	14	0.34%	Increased
452	GW&K Investment Management Boston, Massachusetts	$32.9M	-$801K	1	0.29%	Reduced
453	QIM Quantitative Investment Management Charlottesville, Virginia	$32.9M	+$12.3M	5	2.97%	Increased
454	SC Sasco Capital Fairfield, Connecticut	$32.7M	-$6.31M	1	3.99%	Reduced
455	ACM Argent Capital Management St Louis, Missouri	$32.7M	+$4K	1	1.03%	Increased
456	Loomis, Sayles & Company Boston, Massachusetts	$32.6M	-$153K	3	0.04%	Reduced
457	TIAA FSB Jacksonville, Florida	$32.3M	+$5.86M	3	0.11%	Increased
458	RegentAtlantic Capital Morristown, New Jersey	$32.2M	-$2.77M	3	0.97%	Reduced
459	First National Bank of Omaha Omaha, Nebraska	$32M	-$5.78M	5	1.62%	Reduced
460	Chartwell Investment Partners Berywn, Pennsylvania	$31.1M	+$4.89M	4	0.97%	Increased
461	BOK Financial Tulsa, Oklahoma	$31M	+$28.9M	4	0.53%	New
462	GD Grandfield & Dodd New York	$30.7M	+$255K	4	2.14%	Increased
463	SFM Stack Financial Management Whitefish, Montana	$30.6M	-$12.7M	1	2.92%	Reduced
464	CMG Cavalry Management Group San Francisco, California	$30.6M	+$27.9M	1	3.04%	New
465	TC Tsai Capital New York	$30.6M	+$529K	1	26.35%	Increased
466	HighPoint Advisor Group Downers Grove, Illinois	$30.3M	+$3.64M	5	2.97%	Increased
467	Synovus Financial Columbus, Georgia	$30.3M	-$712K	5	0.32%	Reduced
468	Acadian Asset Management Boston, Massachusetts	$30.2M	-$4.22M	5	0.12%	Reduced
469	Bragg Financial Advisors Charlotte, North Carolina	$30M	-$1.1M	5	1.92%	Reduced
470	Davis Selected Advisers Tucson, Arizona	$29.9M	-$3.15M	1	0.14%	Reduced
471	Weiss Multi-Strategy Advisers New York	$29.7M	+$15M	6	0.64%	Increased
472	Nippon Life Global Investors Americas New York	$29.6M	-$2.17M	2	1.55%	Reduced
473	HRT Financial New York	$29.6M	+$563K	16	0.18%	Increased
474	D.A. Davidson & Co Great Falls, Montana	$29.5M	+$2.35M	7	0.34%	Increased
475	HVM Harvest Volatility Management Norwalk, Connecticut	$29.2M	+$10.7M	1	1.36%	Increased