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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	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$32M	$0	1	13.96%	Maintained
227	Trillium Asset Management Boston, Massachusetts	$31.9M	-$6.05M	4	2.04%	Reduced
228	Artisan Partners Milwaukee, Wisconsin	$31.5M	-$132K	1	0.06%	Reduced
229	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$31.5M	+$28.7M	1	19.42%	New
230	Janney Montgomery Scott Philadelphia, Pennsylvania	$31.4M	+$847K	6	0.42%	Increased
231	South Texas Money Management San Antonio, Texas	$30.3M	-$65.1K	1	1.52%	Reduced
232	FFIM Founders Fund IV Management San Francisco, California	$30.2M	$0	1	100%	Maintained
233	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$29.8M	+$22.4M	2	0.31%	Increased
234	AAM Ardevora Asset Management London, United Kingdom	$29.5M	+$91.3K	1	0.97%	Increased
235	Causeway Capital Management Los Angeles, California	$29M	+$969K	2	0.39%	Increased
236	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$28.9M	$0	1	0.35%	Maintained
237	Eagle Asset Management St Petersburg, Florida	$28.9M	-$4.03M	3	0.18%	Reduced
238	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$28.7M	+$2.53M	2	3.73%	Increased
239	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$28.3M	+$6.41M	1	0.19%	Increased
240	Paradigm Capital Management Inc Albany, New York	$28.2M	+$7.8K	2	2.65%	Increased
241	ORIO Old Republic International (ORI) Chicago, Illinois	$28M	$0	1	0.97%	Maintained
242	QAM Quentec Asset Management New York	$28M	+$922K	1	3.11%	Increased
243	Clark Capital Management Group Philadelphia, Pennsylvania	$28M	+$12.2M	3	1.24%	Increased
244	HCM Hodges Capital Management Dallas, Texas	$27.6M	-$2.82M	2	1.38%	Reduced
245	JP Morgan Private Wealth Advisors San Francisco, California	$27.6M	+$2.04M	9	0.21%	Increased
246	Hancock Whitney Gulfport, Mississippi	$27.1M	-$6.83M	3	1.13%	Reduced
247	WIC Willis Investment Counsel Gainesville, Georgia	$27.1M	+$2.09M	2	2.03%	Increased
248	Obermeyer Wealth Partners Aspen, Colorado	$27.1M	+$1.03M	1	2.49%	Increased
249	Thrivent Financial for Lutherans Minneapolis, Minnesota	$26.9M	-$3.61M	8	0.12%	Reduced
250	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$26.7M	+$707K	2	5.64%	Increased