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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
226	PCM Penn Capital Management Philadelphia, Pennsylvania	$37.3M	-$13.6M	3	1.42%	Reduced
227	NIMC NWQ Investment Management Company Los Angeles, California	$37.2M	+$6.18M	3	0.32%	Increased
228	Virtu KCG Holdings New York	$37M	+$22.9M	11	0.46%	Increased
229	AP Alydar Partners Boston, Massachusetts	$36.6M	-$14.9M	3	3.64%	Reduced
230	NAM NorthCoast Asset Management Greenwich, Connecticut	$35.6M	+$27.9M	3	2.32%	Increased
231	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$35.4M	+$1.68M	7	0.21%	Increased
232	KMC Kirr Marbach & Co Columbus, Indiana	$34.9M	-$235K	2	6.14%	Reduced
233	SFM Systematic Financial Management Teaneck, New Jersey	$34.6M	+$31.5M	2	0.24%	New
234	British Columbia Investment Management Victoria, British Columbia, Canada	$34.6M	+$2.95M	3	0.29%	Increased
235	OCG Opus Capital Group Cincinnati, Ohio	$34.4M	-$10.4M	2	2.45%	Reduced
236	Capital International Sarl Los Angeles, California	$34.3M	-$545K	1	1.9%	Reduced
237	Impax Asset Management (UK) London, United Kingdom	$34.3M	+$5.64M	2	3.11%	Increased
238	Ferguson Wellman Capital Management Portland, Oregon	$34.2M	+$844K	2	1.52%	Increased
239	MTB Mizuho Trust & Banking Tokyo, Japan	$34M	+$22.8M	2	0.13%	Increased
240	AIG American International Group New York	$34M	+$479K	18	0.16%	Increased
241	Suntrust Banks Atlanta, Georgia	$33.9M	+$4.72M	8	0.12%	Increased
242	Appaloosa Management Miami Beach, Florida	$33.6M	+$25.7M	1	0.37%	Increased
243	Davenport & Co Richmond, Virginia	$33.4M	+$756K	2	0.6%	Increased
244	VCM Vision Capital Management Portland, Oregon	$33.2M	+$31.2M	2	4.04%	New
245	Credit Agricole Montrouge Cedex, France	$32.3M	-$7.11M	4	0.13%	Reduced
246	VVP Vulcan Value Partners Birmingham, Alabama	$32.1M	+$32.5M	1	0.57%	New
247	Bowen Hanes & Co Ponte Vedra Beach, Florida	$31.8M	-$52.7K	1	1.54%	Reduced
248	F.L. Putnam Investment Management Lynnfield, Massachusetts	$31.2M	-$1.97M	3	3.71%	Reduced
249	Baird Milwaukee, Wisconsin	$31.1M	-$3.1M	7	0.45%	Reduced
250	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$30.9M	+$3.94M	3	0.2%	Increased