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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	Cambiar Investors Denver, Colorado	$26.3M	-$6.62M	1	0.37%	Reduced
227	O'Shaughnessy Asset Management Stamford, Connecticut	$26M	+$5.77M	7	0.67%	Increased
228	ALPS Advisors Denver, Colorado	$25.8M	+$4.19M	2	0.23%	Increased
229	HHC Hutchin Hill Capital New York	$25.8M	-$851K	4	0.86%	Reduced
230	CIM Corbyn Investment Management Lutherville, Maryland	$25.5M	-$3.84M	3	8.3%	Reduced
231	Raymond James Financial Services Advisors St. Petersburg, Florida	$25.4M	+$17.8M	8	0.25%	Increased
232	GW&K Investment Management Boston, Massachusetts	$25.1M	-$1.11M	1	0.52%	Reduced
233	KBC Group Brussels, Belgium	$24.8M	+$3.28M	11	0.35%	Increased
234	Comerica Bank Dallas, Texas	$24.6M	-$430K	10	0.21%	Reduced
235	PCM Polaris Capital Management Boston, Massachusetts	$24.5M	-$6.6K	1	2.13%	Reduced
236	Castleark Management Chicago, Illinois	$24.3M	+$23.9M	2	0.77%	New
237	AFG American Financial Group Cincinnati, Ohio	$24M	-$678K	3	1.84%	Reduced
238	HCM Hodges Capital Management Dallas, Texas	$24M	-$1.66M	1	1.17%	Reduced
239	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$23.9M	-$688K	1	0.98%	Reduced
240	Sculptor Capital New York	$23.9M	-$16.1M	1	0.14%	Reduced
241	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.7M	-$3.95M	2	5.14%	Reduced
242	KBI Global Investors Ifsc, Dublin, Ireland	$23.5M	+$25.4M	5	0.63%	New
243	SEI Investments Oaks, Pennsylvania	$23.3M	-$4.51M	12	0.14%	Reduced
244	SAM Sentinel Asset Management Montpelier, Vermont	$23.1M	-$5.68M	2	0.55%	Reduced
245	South Texas Money Management San Antonio, Texas	$23.1M	+$5.59M	1	1.3%	Increased
246	1832 Asset Management Toronto, Ontario, Canada	$23.1M	-$84.9M	4	0.09%	Reduced
247	VanEck Associates New York	$23M	-$2.39M	5	0.12%	Reduced
248	Obermeyer Wealth Partners Aspen, Colorado	$22.9M	-$2.21M	1	2.28%	Reduced
249	Nomura Asset Management Tokyo, Japan	$22.9M	-$1.58M	6	0.43%	Reduced
250	GH GAM Holding Zurich, Switzerland	$22.8M	-$2.41M	5	0.35%	Reduced