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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	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$36.9M	-$2.43M	3	0.9%	Reduced
227	Chartwell Investment Partners Berywn, Pennsylvania	$36.6M	-$3.6M	1	0.76%	Reduced
228	VCM Vision Capital Management Portland, Oregon	$36.4M	+$7.7M	2	4.35%	Increased
229	Miller Howard Investments Kingston, New York	$35.8M	+$29.2M	2	0.57%	Increased
230	British Columbia Investment Management Victoria, British Columbia, Canada	$35.8M	-$30.5K	3	0.29%	Reduced
231	AIG American International Group New York	$35.4M	+$1.01M	18	0.16%	Increased
232	Aviva London, United Kingdom	$35.3M	+$5.42M	3	0.27%	Increased
233	CCM Cornerstone Capital Management Edina, Minnesota	$35.3M	+$11M	1	1.13%	Increased
234	Davenport & Co Richmond, Virginia	$35.1M	+$1.02M	2	0.6%	Increased
235	CIP Champlain Investment Partners Burlington, Vermont	$34.8M	-$4.14M	1	0.57%	Reduced
236	IAM Impax Asset Management Portsmouth, New Hampshire	$34.7M	-$16.9M	2	2.18%	Reduced
237	QI QV Investors Calgary, Alberta, Canada	$34.7M	+$35.1M	1	4.8%	New
238	BCM Brown Capital Management Baltimore, Maryland	$34.6M	+$2.43M	2	0.58%	Increased
239	Capital International Sarl Los Angeles, California	$34.4M	-$868K	1	1.92%	Reduced
240	TAM Third Avenue Management New York	$34.4M	-$4.99M	1	0.66%	Reduced
241	AP Alydar Partners Boston, Massachusetts	$34.3M	-$4.24M	4	2.92%	Reduced
242	PP PDT Partners New York	$33.6M	+$11.8M	8	0.9%	Increased
243	SCM SKBA Capital Management San Francisco, California	$33M	+$5.73M	1	2.92%	Increased
244	SEI Trust Company Oaks, Pennsylvania	$32.7M	-$5.78M	7	0.32%	Reduced
245	OCG Opus Capital Group Cincinnati, Ohio	$32.3M	-$1.93M	2	2.24%	Reduced
246	Axiom Investors Greenwich, Connecticut	$31.7M	+$26.1M	2	0.75%	Increased
247	VanEck Associates New York	$31.6M	+$747K	5	0.15%	Increased
248	Williams Jones & Associates New York	$31.5M	-$23.4M	1	1.41%	Reduced
249	Bank of Montreal Toronto, Ontario, Canada	$31.4M	+$3.6M	18	0.04%	Increased
250	Ferguson Wellman Capital Management Portland, Oregon	$30.8M	-$3.81M	2	1.3%	Reduced