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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
501	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$8.88M	+$1.02M	9	0.44%	Increased
502	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.85M	+$130K	1	1.16%	Increased
503	TAM Third Avenue Management New York	$8.82M	+$3.58M	1	0.42%	Increased
504	Brown Advisory Baltimore, Maryland	$8.81M	+$323K	8	0.03%	Increased
505	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$8.81M	+$8.03M	1	1.95%	New
506	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.79M	+$1.74K	5	1.21%	Increased
507	PPCM Pillar Pacific Capital Management Pacifica, California	$8.75M	+$10.3K	4	1.07%	Increased
508	Bridges Investment Management Omaha, Nebraska	$8.57M	-$113K	2	0.69%	Reduced
509	AA Apriem Advisors Irvine, California	$8.5M	-$1.09M	2	2.11%	Reduced
510	UONDDL University of Notre Dame du Lac South Bend, Indiana	$8.5M	+$2.52M	1	1.76%	Increased
511	Eagle Asset Management St Petersburg, Florida	$8.47M	+$409K	3	0.05%	Increased
512	BHG Blue Harbour Group Greenwich, Connecticut	$8.46M	-$1.5M	1	0.3%	Reduced
513	SRC Shufro Rose & Co New York	$8.43M	-$86.2K	2	0.83%	Reduced
514	TA Teton Advisors Rye, New York	$8.41M	-$418K	4	0.77%	Reduced
515	UR USCA RIA Houston, Texas	$8.41M	+$298K	1	0.93%	Increased
516	EA Evanston Advisors Schaumburg, Illinois	$8.37M	-$45.4K	1	2%	Reduced
517	Voloridge Investment Management Jupiter, Florida	$8.35M	-$71.7M	4	0.18%	Reduced
518	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.33M	+$15.5K	2	1.2%	Increased
519	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$8.33M	+$1.01M	1	0.35%	Increased
520	OPCM Osborne Partners Capital Management San Francisco, California	$8.32M	-$388K	1	1.1%	Reduced
521	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$8.28M	+$995K	1	0.65%	Increased
522	DAM Delta Asset Management Memphis, Tennessee	$8.27M	+$41.8K	5	1.17%	Increased
523	Quantbot Technologies New York	$8.21M	-$3.28M	5	0.76%	Reduced
524	Banco Santander Madrid, Spain	$8.19M	+$4.06M	2	0.12%	Increased
525	Cubist Systematic Strategies Stamford, Connecticut	$8.15M	-$2.9M	10	0.43%	Reduced