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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	Asset Management One Tokyo, Japan	$48.1M	+$2.4M	5	0.24%	Increased
202	Westwood Holdings Group Dallas, Texas	$48M	-$10.8M	3	0.52%	Reduced
203	Kayne Anderson Rudnick Investment Management Los Angeles, California	$47.8M	+$47.7M	3	0.25%	Increased
204	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$47.6M	-$7.17M	1	0.72%	Reduced
205	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$45.9M	+$8.77M	5	0.29%	Increased
206	RHJA Rice Hall James & Associates San Diego, California	$45.1M	-$446K	4	1.5%	Reduced
207	TCA Taconic Capital Advisors New York	$44.7M	+$46.7M	1	2.72%	New
208	ALPS Advisors Denver, Colorado	$44.7M	+$1.31M	8	0.33%	Increased
209	Hood River Capital Management Palm Beach Gardens, Florida	$44.6M	-$8.97M	1	2.09%	Reduced
210	Comerica Bank Dallas, Texas	$44M	-$1.14M	13	0.35%	Reduced
211	Jacobs Levy Equity Management Florham Park, New Jersey	$43M	-$561K	7	0.59%	Reduced
212	TCW Group Los Angeles, California	$42.7M	-$38.6M	2	0.45%	Reduced
213	ProShare Advisors Bethesda, Maryland	$42.3M	-$1.39M	8	0.25%	Reduced
214	EIP Easterly Investment Partners Beverly, Massachusetts	$42M	-$59.5M	2	1.05%	Reduced
215	Handelsbanken Fonder Stockholm, Sweden	$41.9M	-$2.84M	3	0.78%	Reduced
216	NI Nuance Investments Kansas City, Missouri	$41.8M	+$14.5M	1	1.77%	Increased
217	Channing Capital Management Chicago, Illinois	$41.8M	+$31.9M	1	1.94%	Increased
218	Causeway Capital Management Los Angeles, California	$41.5M	+$3.23M	2	0.45%	Increased
219	Brown Advisory Baltimore, Maryland	$40.8M	+$33.7M	7	0.12%	Increased
220	Squarepoint New York	$40.7M	+$4.14M	16	0.4%	Increased
221	Chevy Chase Trust Bethesda, Maryland	$40.5M	-$482K	4	0.17%	Reduced
222	Janney Montgomery Scott Philadelphia, Pennsylvania	$40.4M	+$5.52M	10	0.31%	Increased
223	Gabelli Funds Rye, New York	$40.2M	+$591K	7	0.26%	Increased
224	WIC Willis Investment Counsel Gainesville, Georgia	$39.9M	+$7.1M	2	2.7%	Increased
225	PCM Polaris Capital Management Boston, Massachusetts	$39.2M	+$178K	1	1.65%	Increased