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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
201	Nuveen Charlotte, North Carolina	$38.9M	+$402K	5	0.25%	Increased
202	British Columbia Investment Management Victoria, British Columbia, Canada	$38.2M	-$19.8M	2	0.29%	Reduced
203	PGGM Investments Zeist, Netherlands	$37.6M	$0	1	0.21%	Maintained
204	SC Shellback Capital Boston, Massachusetts	$37.5M	+$35.5M	2	2.74%	Increased
205	Fort Washington Investment Advisors Cincinnati, Ohio	$37.5M	+$4.53M	4	0.39%	Increased
206	Luther King Capital Management (LKCM) Fort Worth, Texas	$37.4M	+$2.46M	5	0.31%	Increased
207	Castleark Management Chicago, Illinois	$36.5M	-$5.95M	4	1.15%	Reduced
208	JCM Janney Capital Management Pittsburgh, Pennsylvania	$36.3M	-$427K	4	1.58%	Reduced
209	Trillium Asset Management Boston, Massachusetts	$36.2M	+$5.16M	4	2%	Increased
210	Aviva London, United Kingdom	$36M	-$3.72M	2	0.22%	Reduced
211	Vaughan Nelson Investment Management Houston, Texas	$35.9M	-$594K	1	0.44%	Reduced
212	Samlyn Capital New York	$35.4M	-$13.9M	1	0.78%	Reduced
213	Putnam Investments Boston, Massachusetts	$35.1M	-$2.27M	9	0.08%	Reduced
214	Janney Montgomery Scott Philadelphia, Pennsylvania	$35M	+$475K	8	0.35%	Increased
215	Haverford Trust Company Radnor, Pennsylvania	$35M	-$748K	2	0.7%	Reduced
216	Gateway Investment Advisers Cincinnati, Ohio	$34.8M	-$1.1M	4	0.31%	Reduced
217	IAM Impax Asset Management Portsmouth, New Hampshire	$34.1M	+$3.54M	2	1.97%	Increased
218	ACI AMP Capital Investors Sydney, Australia	$34.1M	-$2.58M	4	0.19%	Reduced
219	QIM Quantitative Investment Management Charlottesville, Virginia	$34.1M	-$18.8M	8	0.59%	Reduced
220	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$33.9M	+$2.74M	1	0.17%	Increased
221	ProShare Advisors Bethesda, Maryland	$33.3M	+$6.29M	7	0.22%	Increased
222	Man Group London, United Kingdom	$33.2M	+$34.6M	9	0.15%	New
223	Causeway Capital Management Los Angeles, California	$33M	+$3.51M	2	0.35%	Increased
224	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$32.9M	+$7.93M	2	0.77%	Increased
225	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$32.9M	-$4.48M	2	2.22%	Reduced