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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	PineBridge Investments New York	$8.79M	-$1.86M	3	0.21%	Reduced
502	South Dakota Investment Council Sioux Falls, South Dakota	$8.77M	-$434K	4	0.24%	Reduced
503	TCM Tygh Capital Management Portland, Oregon	$8.65M	-$10.3M	1	1.94%	Reduced
504	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.56M	+$3.52M	12	0.19%	Increased
505	Bridgewater Associates Westport, Connecticut	$8.54M	-$21.2M	1	0.17%	Reduced
506	IA Icon Advisers Greenwood Village, Colorado	$8.53M	-$168K	3	1.86%	Reduced
507	SCM SKBA Capital Management San Francisco, California	$8.48M	-$2.42M	1	1.93%	Reduced
508	ECG Edge Capital Group Atlanta, Georgia	$8.39M	+$1.81M	1	1%	Increased
509	Beck Mack & Oliver New York	$8.38M	-$231K	1	0.37%	Reduced
510	Haverford Trust Company Radnor, Pennsylvania	$8.38M	-$1.87M	2	0.17%	Reduced
511	Dai-ichi Life Insurance Company Tokyo, Japan	$8.29M	+$3.71M	2	0.32%	Increased
512	NIM Northeast Investment Management Boston, Massachusetts	$8.22M	+$1.82M	2	0.76%	Increased
513	OPCM Osborne Partners Capital Management San Francisco, California	$8.21M	+$1.99M	1	2.14%	Increased
514	Crossmark Global Holdings Houston, Texas	$8.11M	-$901K	8	0.29%	Reduced
515	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$8.09M	-$242K	2	1.02%	Reduced
516	BlueCrest Capital Management St Helier, Jersey	$8.07M	-$8.51M	2	0.56%	Reduced
517	CAM Columbia Asset Management Ann Arbor, Michigan	$8.04M	+$427K	1	1.98%	Increased
518	SL SIB LLC New York, New York	$8.03M	$0	1	7.7%	Maintained
519	CA Cullinan Associates Louisville, Kentucky	$7.93M	-$12K	1	0.65%	Reduced
520	CAM ClariVest Asset Management San Diego, California	$7.9M	+$1.91M	9	0.24%	Increased
521	ETrade Capital Management Arlington, Virginia	$7.9M	+$1.21M	6	0.2%	Increased
522	BDS Banco de Sabadell Miami, Florida	$7.88M	+$40.6K	4	1.24%	Increased
523	GFA Gifford Fong Associates Lafayette, California	$7.86M	+$9.33M	1	2.88%	New
524	Erste Asset Management Vienna, Austria	$7.8M	+$2.92M	6	0.45%	Increased
525	DIA Davidson Investment Advisors Great Falls, Montana	$7.78M	-$433K	1	1.01%	Reduced