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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.1M	-$492K	3	0.22%	Reduced
477	TAM Third Avenue Management New York	$10.1M	+$1.3M	1	0.5%	Increased
478	RCYC Richard C. Young & Co Newport, Rhode Island	$10M	+$145K	1	2.02%	Increased
479	Weiss Multi-Strategy Advisers New York	$9.93M	+$3.37M	2	0.24%	Increased
480	Cullen Capital Management New York	$9.85M	+$1.32M	2	0.37%	Increased
481	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$9.85M	$0	1	2.16%	Maintained
482	SL SIB LLC New York, New York	$9.71M	$0	1	6.8%	Maintained
483	NN Investment Partners Holdings The Hague, Netherlands	$9.62M	-$19.2M	2	0.07%	Reduced
484	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.6M	+$211K	2	0.48%	Increased
485	Fifth Third Bancorp Cincinnati, Ohio	$9.59M	-$307K	8	0.07%	Reduced
486	FCI Financial Counselors Inc Overland Park, Kansas	$9.58M	+$2.12M	4	0.44%	Increased
487	WIM Wilen Investment Management Bonita Springs, Florida	$9.53M	-$209K	2	6.12%	Reduced
488	HI Honeywell International Charlotte, North Carolina	$9.47M	+$9.91M	1	0.57%	New
489	Hudson Bay Capital Management Stamford, Connecticut	$9.47M	-$5.35M	2	0.13%	Reduced
490	OPCM Osborne Partners Capital Management San Francisco, California	$9.46M	-$156K	1	1.29%	Reduced
491	Beck Mack & Oliver New York	$9.45M	-$33.7K	1	0.32%	Reduced
492	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$9.43M	-$1.71M	1	0.46%	Reduced
493	SIM Sonora Investment Management Tucson, Arizona	$9.43M	+$284K	3	1.45%	Increased
494	ArrowMark Colorado Holdings Denver, Colorado	$9.42M	$0	1	0.09%	Maintained
495	Fiera Capital (Canada) Montreal, Quebec, Canada	$9.4M	-$889K	2	0.04%	Reduced
496	FPC Falcon Point Capital San Francisco, California	$9.37M	-$468K	1	1.84%	Reduced
497	Cambridge Investment Research Advisors Fairfield, Iowa	$9.33M	-$557K	5	0.1%	Reduced
498	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.28M	+$789K	10	0.49%	Increased
499	Nissay Asset Management Tokyo, Japan	$9.28M	-$143K	2	0.27%	Reduced
500	HCM Hodges Capital Management Dallas, Texas	$9.24M	+$2.09M	2	0.68%	Increased