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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
476	Brown Advisory Baltimore, Maryland	$6.4M	-$213K	5	0.02%	Reduced
477	AA Apriem Advisors Irvine, California	$6.39M	+$151K	4	2.08%	Increased
478	SPC Stewart & Patten Company Lafayette, California	$6.39M	+$69.3K	1	1.25%	Increased
479	Ferguson Wellman Capital Management Portland, Oregon	$6.38M	+$917K	2	0.27%	Increased
480	Summit Partners Public Asset Management Boston, Massachusetts	$6.37M	-$4.55M	1	1.16%	Reduced
481	MC Moors & Cabot Boston, Massachusetts	$6.35M	-$16.8K	4	1.12%	Reduced
482	Segall Bryant & Hamill Chicago, Illinois	$6.29M	-$285K	6	0.17%	Reduced
483	Wasatch Advisors Salt Lake City, Utah	$6.29M	-$111K	2	0.1%	Reduced
484	GS Gagnon Securities New York	$6.28M	+$136K	1	2.93%	Increased
485	Nordea Investment Management Stockholm, Sweden	$6.28M	-$2.32M	5	0.02%	Reduced
486	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$6.26M	+$1.9M	2	1.51%	Increased
487	Cullen Capital Management New York	$6.24M	-$202K	1	0.22%	Reduced
488	NN Investment Partners Holdings The Hague, Netherlands	$6.19M	+$1.79M	3	0.06%	Increased
489	Amalgamated Bank New York	$6.18M	+$2.04M	8	0.36%	Increased
490	MCM Matarin Capital Management New York	$6.16M	+$157K	1	0.84%	Increased
491	EI EAM Investors Solana Beach, California	$6.14M	+$3.52M	3	0.92%	Increased
492	SAM Scopus Asset Management New York	$6.12M	-$27.4M	1	0.08%	Reduced
493	CCM Cadence Capital Management Boston, Massachusetts	$6.09M	-$232K	3	0.46%	Reduced
494	CCB Cutter & Co Brokerage Ballwin, Missouri	$5.98M	-$31.1K	2	2.55%	Reduced
495	Cubist Systematic Strategies Stamford, Connecticut	$5.96M	+$904K	8	0.35%	Increased
496	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.91M	-$416K	6	0.31%	Reduced
497	RIL Rothschild Investment LLC Chicago, Illinois	$5.9M	+$4.86M	3	0.75%	Increased
498	FHC First Houston Capital Houston, Texas	$5.88M	+$4.35M	2	5.44%	Increased
499	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$5.84M	+$6.25M	1	0.23%	New
500	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.83M	+$41.5K	2	1.01%	Increased