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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
576	Virginia Retirement Systems Richmond, Virginia	$3.64M	-$10.3M	4	0.06%	Reduced
577	Fiera Capital (Canada) Montreal, Quebec, Canada	$3.6M	-$3.2M	2	0.03%	Reduced
578	Tygh Capital Management Portland, Oregon	$3.58M	+$3.94M	1	0.85%	New
579	Tudor Investment Corp Stamford, Connecticut	$3.55M	+$2.18M	4	0.12%	Increased
580	WIS Wright Investors Service Shelton, Connecticut	$3.53M	-$360K	1	1.6%	Reduced
581	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.53M	-$586K	1	0.62%	Reduced
582	CAM Cypress Asset Management Houston, Texas	$3.49M	-$25.1K	1	0.73%	Reduced
583	Shinko Asset Management Company Tokyo, Japan	$3.47M	+$2.89M	4	0.03%	Increased
584	First Allied Advisory Services San Diego, California	$3.47M	+$830K	6	0.19%	Increased
585	CIBC World Markets New York	$3.46M	+$2.63M	1	0.09%	Increased
586	SVB Wealth Boston, Massachusetts	$3.44M	-$2.05M	1	0.13%	Reduced
587	NCM Northroad Capital Management New York	$3.43M	-$177K	1	2.02%	Reduced
588	SAM Selway Asset Management	$3.42M	-$73.9K	2	2.16%	Reduced
589	Quantbot Technologies New York	$3.42M	+$146K	7	0.6%	Increased
590	Bourgeon Capital Management Darien, Connecticut	$3.36M	+$236K	1	2.35%	Increased
591	Howe & Rusling Rochester, New York	$3.36M	-$105K	5	0.83%	Reduced
592	MUFG Americas New York	$3.32M	-$359K	4	0.12%	Reduced
593	Vident Investment Advisory Alpharetta, Georgia	$3.31M	+$1.22M	9	0.46%	Increased
594	CIC Chase Investment Counsel Charlottesville, Virginia	$3.3M	-$93.8K	1	1.33%	Reduced
595	PEAK6 Group Chicago, Illinois	$3.3M	-$4.19M	5	0.02%	Reduced
596	Sumitomo Life Insurance Tokyo, Japan	$3.3M	+$217K	2	0.44%	Increased
597	Calamos Wealth Management Naperville, Illinois	$3.3M	+$971K	3	0.79%	Increased
598	Causeway Capital Management Los Angeles, California	$3.27M	+$3.36M	1	0.07%	New
599	Profund Advisors Bethesda, Maryland	$3.25M	-$706K	4	0.19%	Reduced
600	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.24M	+$136K	2	0.16%	Increased