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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	Aviva London, United Kingdom	$33.2M	+$1.76M	3	0.26%	Increased
227	VCM Vision Capital Management Portland, Oregon	$32.9M	+$480K	2	4.09%	Increased
228	PCM Penn Capital Management Philadelphia, Pennsylvania	$32.6M	+$1.92M	3	1.36%	Increased
229	Natixis Advisors Boston, Massachusetts	$32.5M	-$17.7M	6	0.65%	Reduced
230	Nomura Asset Management Tokyo, Japan	$32.5M	+$75.5K	3	0.57%	Increased
231	Brandywine Global Investment Management Philadelphia, Pennsylvania	$32.1M	+$13.8M	5	0.24%	Increased
232	Johnson Investment Counsel Cincinnati, Ohio	$31.8M	+$34.4M	4	1.07%	Increased
233	MWR McAdams Wright Ragen Seattle, Washington	$31.8M	+$970K	2	1.78%	Increased
234	AIG American International Group New York	$31.6M	-$51.2K	18	0.14%	Reduced
235	QAM Quentec Asset Management New York	$31.5M	+$17.4M	2	8.33%	Increased
236	Mirae Asset Global Investments Seoul, South Korea	$31.4M	-$40.9M	3	1.13%	Reduced
237	PFU Parus Finance (UK) London, United Kingdom	$31.3M	+$4.87M	1	6.16%	Increased
238	British Columbia Investment Management Victoria, British Columbia, Canada	$31.3M	-$730K	3	0.26%	Reduced
239	Capital International Los Angeles, California	$31M	-$56.7K	2	1.93%	Reduced
240	JCM Janney Capital Management Pittsburgh, Pennsylvania	$30.6M	+$34.2M	1	1.85%	New
241	Davenport & Co Richmond, Virginia	$30.4M	+$1.06M	2	0.53%	Increased
242	GW&K Investment Management Boston, Massachusetts	$30.4M	+$7.22M	1	0.8%	Increased
243	Rathbones Group Liverpool, United Kingdom	$30.3M	+$2.47M	2	2.11%	Increased
244	ArrowMark Colorado Holdings Denver, Colorado	$30.2M	+$5.61M	2	0.83%	Increased
245	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$29.3M	-$5.48M	3	0.78%	Reduced
246	Fort Washington Investment Advisors Cincinnati, Ohio	$29.3M	+$29.9M	2	0.61%	Increased
247	TAM Third Avenue Management New York	$29.3M	$0	1	0.61%	Maintained
248	EA Euclid Advisors Hartford, Connecticut	$29.2M	+$3.94M	2	0.21%	Increased
249	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$29M	+$12.7M	2	6.34%	Increased
250	Thornburg Investment Management Santa Fe, New Mexico	$29M	+$28.2M	1	0.13%	New