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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
551	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.4M	-$233K	2	0.9%	Reduced
552	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.37M	-$286K	1	1.51%	Reduced
553	LSV Asset Management Chicago, Illinois	$5.37M	-$141K	3	0.01%	Reduced
554	NI Nepsis Inc Minneapolis, Minnesota	$5.37M	+$24.3K	1	3.24%	Increased
555	PIM Profit Investment Management North Bethesda, Maryland	$5.35M	$0	2	0.29%	Maintained
556	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$5.33M	-$1.74M	2	0.43%	Reduced
557	GC Gratry & Company Beachwood, Ohio	$5.32M	-$3.16M	1	2.87%	Reduced
558	CCM Cadence Capital Management Boston, Massachusetts	$5.31M	-$4.42M	1	0.32%	Reduced
559	DIA Denver Investment Advisors Denver, Colorado	$5.29M	-$7.85M	1	0.17%	Reduced
560	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.26M	+$416K	1	2.45%	Increased
561	FTB First Trust Bank Nassau, Bahamas	$5.23M	+$5.09M	1	7.27%	New
562	Whitebox Advisors Minneapolis, Minnesota	$5.23M	+$1.05M	1	0.2%	Increased
563	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.21M	-$556K	5	0.25%	Reduced
564	Marshall Wace London, United Kingdom	$5.21M	+$3.23M	2	0.07%	Increased
565	CC Colrain Capital Boston, Massachusetts	$5.2M	-$1.33M	1	0.43%	Reduced
566	FPCM Financial Partners Capital Management New York	$5.19M	+$168K	1	1.3%	Increased
567	MUFG Americas New York	$5.19M	+$148K	4	0.17%	Increased
568	B BP London, United Kingdom	$5.16M	$0	1	0.16%	Maintained
569	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.16M	-$2.5M	3	0.09%	Reduced
570	ECP Electron Capital Partners New York	$5.16M	-$8.29M	3	2.29%	Reduced
571	South Dakota Investment Council Sioux Falls, South Dakota	$5.13M	$0	1	0.1%	Maintained
572	CF CNA Financial Chicago, Illinois	$5.12M	$0	1	1.19%	Maintained
573	SAM Selway Asset Management	$5.12M	+$3.62M	2	2.71%	Increased
574	CIBC Asset Management Toronto, Ontario, Canada	$5.11M	+$384K	4	0.04%	Increased
575	IHL Investment House LLC Redondo Beach, California	$5.11M	+$648K	1	0.82%	Increased