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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	Public Employees Retirement Association of Colorado Denver, Colorado	$26.3M	-$607K	7	0.23%	Reduced
227	William Blair Investment Management Chicago, Illinois	$26.1M	+$26.6M	2	0.05%	New
228	GW&K Investment Management Boston, Massachusetts	$25.7M	+$452K	1	0.61%	Increased
229	GH GAM Holding Zurich, Switzerland	$25.3M	-$3.1M	5	0.43%	Reduced
230	Retirement Systems of Alabama Montgomery, Alabama	$25.1M	-$457K	3	0.15%	Reduced
231	Davis Selected Advisers Tucson, Arizona	$25M	+$1.63M	2	0.1%	Increased
232	RCM Rutabaga Capital Management Boston, Massachusetts	$24.9M	+$6.32M	1	3.06%	Increased
233	US Bancorp Minneapolis, Minnesota	$24.1M	-$2.14M	14	0.1%	Reduced
234	PM Pembroke Management Montreal, Quebec, Canada	$23.9M	-$294K	1	1.78%	Reduced
235	OIM Oceanic Investment Management Douglas, Isle Of Man	$23.5M	+$16.3M	2	8.74%	Increased
236	Nomura Asset Management Tokyo, Japan	$23.4M	+$650K	3	0.47%	Increased
237	Rothschild & Co Asset Management US Stamford, Connecticut	$23.3M	+$235K	2	0.45%	Increased
238	EA Ecofin Advisors London, United Kingdom	$22.9M	-$5.78M	1	4.4%	Reduced
239	LM Luminus Management Houston, Texas	$22.7M	-$15.6M	4	0.7%	Reduced
240	Luther King Capital Management (LKCM) Fort Worth, Texas	$22.6M	-$3.07M	3	0.22%	Reduced
241	KBC Group Brussels, Belgium	$22.6M	-$22M	12	0.45%	Reduced
242	Gabelli Funds Rye, New York	$22.3M	-$10.6M	5	0.13%	Reduced
243	VanEck Associates New York	$22M	+$558K	5	0.17%	Increased
244	QI QV Investors Calgary, Alberta, Canada	$21.9M	+$377K	1	2.62%	Increased
245	Capital International Los Angeles, California	$21.7M	-$2.16M	1	1.44%	Reduced
246	VOYA Investment Management Atlanta, Georgia	$21.6M	+$718K	11	0.05%	Increased
247	MAA Matrix Asset Advisors White Plains, New York	$21.2M	+$426K	1	3.03%	Increased
248	ZDA Zweig-DiMenna Associates New York	$21.1M	-$12.2M	2	0.91%	Reduced
249	Eagle Asset Management St Petersburg, Florida	$20.9M	-$100M	3	0.14%	Reduced
250	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$20.8M	-$751K	5	0.82%	Reduced