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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	LI Leeward Investments Boston, Massachusetts	$46.4M	-$555K	3	2.18%	Reduced
452	Junto Capital Management New York	$46.4M	-$1.51M	1	1.04%	Reduced
453	Prudential plc London, England, United Kingdom	$46M	+$1.3M	5	0.47%	Increased
454	PFM Premier Fund Managers Guildford, United Kingdom	$45.9M	-$9.3M	1	1.98%	Reduced
455	WTA Washington Trust Advisors Wellesley, Massachusetts	$45.9M	-$219K	4	4.39%	Reduced
456	NRS Neville Rodie & Shaw New York	$45.6M	+$3.4M	3	3.73%	Increased
457	TSS Two Sigma Securities New York	$45.5M	-$50.3M	8	0.44%	Reduced
458	Eventide Asset Management Boston, Massachusetts	$45.4M	-$998K	1	0.74%	Reduced
459	Metis Global Partners San Diego, California	$45.4M	+$4.29M	4	1.81%	Increased
460	Kennedy Capital Management St Louis, Missouri	$44.7M	-$5.19M	6	0.98%	Reduced
461	JSC J. Stern & Co London, United Kingdom	$44.7M	+$40.1M	1	8.14%	New
462	Crossmark Global Holdings Houston, Texas	$44.3M	-$773K	10	0.92%	Reduced
463	Ferguson Wellman Capital Management Portland, Oregon	$44.3M	+$445K	3	0.99%	Increased
464	Gratus Capital Atlanta, Georgia	$44.3M	+$17.1M	2	2.49%	Increased
465	Hantz Financial Services Southfield, Michigan	$44M	-$3.34M	8	0.96%	Reduced
466	MAI Capital Management Independence, Ohio	$44M	+$683K	6	0.58%	Increased
467	VHAM Van Hulzen Asset Management El Dorado Hills, California	$44M	-$43.5K	2	3.09%	Reduced
468	Eastern Bank Boston, Massachusetts	$43.8M	-$8.03M	2	1.99%	Reduced
469	GW&K Investment Management Boston, Massachusetts	$43.5M	-$9.84M	4	0.41%	Reduced
470	MUFG Securities EMEA London, United Kingdom	$43.5M	+$36.3M	1	2.56%	Increased
471	Exencial Wealth Advisors Oklahoma City, Oklahoma	$43.4M	+$2.31M	3	1.77%	Increased
472	Ethic Inc New York	$43.3M	+$731K	7	1.28%	Increased
473	SB Investment Advisers (UK) London, United Kingdom	$43.2M	$0	1	0.38%	Maintained
474	iA Global Asset Management Quebec, Quebec, Canada	$43M	+$3.4M	3	0.99%	Increased
475	TIAA Trust, National Association Charlotte, North Carolina	$42.9M	-$6.37M	4	0.14%	Reduced