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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	JIR James Investment Research Alpha, Ohio	$27M	+$14.2M	2	0.72%	Increased
227	GW&K Investment Management Boston, Massachusetts	$26.8M	-$456K	1	0.5%	Reduced
228	BCM Billings Capital Management Arlington, Virginia	$26.8M	+$404K	1	19.97%	Increased
229	Hood River Capital Management Palm Beach Gardens, Florida	$26.2M	+$8M	1	2.69%	Increased
230	South Texas Money Management San Antonio, Texas	$26.2M	+$787K	1	1.45%	Increased
231	CAM Cortina Asset Management Milwaukee, Wisconsin	$26.1M	-$404K	2	1.13%	Reduced
232	LPC Lion Point Capital New York	$26M	+$19.1M	1	3.41%	Increased
233	AFG American Financial Group Cincinnati, Ohio	$25.9M	$0	3	1.85%	Maintained
234	Jacobs Levy Equity Management Florham Park, New Jersey	$25.8M	+$7.5M	7	0.46%	Increased
235	HCM Hodges Capital Management Dallas, Texas	$25.8M	-$311K	1	1.24%	Reduced
236	CIM Corbyn Investment Management Lutherville, Maryland	$25.7M	-$6.43M	3	8.3%	Reduced
237	State of Tennessee, Department of Treasury Nashville, Tennessee	$25.6M	+$8.44M	6	0.12%	Increased
238	SAM Sentinel Asset Management Montpelier, Vermont	$25.5M	-$2.57M	2	0.61%	Reduced
239	Paradigm Capital Management Inc Albany, New York	$25.1M	+$1.9M	2	2.63%	Increased
240	Janney Montgomery Scott Philadelphia, Pennsylvania	$24.8M	+$24.3M	5	0.44%	Increased
241	Cambiar Investors Denver, Colorado	$24.7M	-$5.67M	1	0.36%	Reduced
242	Capital Fund Management (CFM) Paris, France	$24.6M	+$951K	5	0.23%	Increased
243	Obermeyer Wealth Partners Aspen, Colorado	$24.3M	-$905K	1	2.33%	Reduced
244	VFA Virtus Fund Advisers Hartford, Connecticut	$24.2M	+$3.14M	2	0.21%	Increased
245	Nomura Asset Management Tokyo, Japan	$23.9M	-$876K	2	0.43%	Reduced
246	Robeco Schweiz Zurich, Switzerland	$23.7M	-$7.11M	3	2.06%	Reduced
247	Zurich Cantonal Bank Zurich, Switzerland	$23.7M	+$4.85M	13	0.25%	Increased
248	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$23.6M	+$22.9M	1	0.89%	Increased
249	FP Foundry Partners Minneapolis, Minnesota	$23.5M	+$3.19M	2	1.24%	Increased
250	Nordea Investment Management Stockholm, Sweden	$23.4M	+$15.4M	4	0.06%	Increased