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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	TCM Tygh Capital Management Portland, Oregon	$31.9M	+$6.12M	4	6.37%	Increased
227	GW&K Investment Management Boston, Massachusetts	$31.6M	-$53.9K	1	0.53%	Reduced
228	Gabelli Funds Rye, New York	$31.3M	$0	4	0.18%	Maintained
229	State of Tennessee, Department of Treasury Nashville, Tennessee	$31.2M	-$3.01M	6	0.16%	Reduced
230	FP Foundry Partners Minneapolis, Minnesota	$31.2M	-$5.41M	3	1.25%	Reduced
231	Jane Street New York	$31M	-$18.1M	12	0.1%	Reduced
232	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$31M	$0	1	12.31%	Maintained
233	CIBC World Markets New York	$31M	+$5.21M	4	0.3%	Increased
234	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$30.7M	+$31.2M	1	8.25%	New
235	South Texas Money Management San Antonio, Texas	$30.7M	-$330K	1	1.46%	Reduced
236	CRCP Copper Rock Capital Partners Boston, Massachusetts	$30.2M	-$35.6M	1	2.02%	Reduced
237	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$30.2M	+$2.83M	2	6.29%	Increased
238	Causeway Capital Management Los Angeles, California	$29.6M	+$1.06M	2	0.33%	Increased
239	Los Angeles Capital Management Los Angeles, California	$29.5M	+$10.5M	7	0.17%	Increased
240	NSCM New South Capital Management Memphis, Tennessee	$29.2M	-$2.06M	1	0.7%	Reduced
241	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$29.1M	-$171K	2	3.37%	Reduced
242	ORIO Old Republic International (ORI) Chicago, Illinois	$29M	$0	1	0.96%	Maintained
243	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$28.9M	+$289K	2	1.62%	Increased
244	SCM SG Capital Management Chicago, Illinois	$28.5M	-$15.1M	2	3.08%	Reduced
245	ACM Argent Capital Management St Louis, Missouri	$28.3M	+$2.91M	4	1.1%	Increased
246	Obermeyer Wealth Partners Aspen, Colorado	$28.2M	-$82.8K	1	2.44%	Reduced
247	JP Morgan Private Wealth Advisors San Francisco, California	$28.1M	+$137K	6	0.2%	Increased
248	Nuveen Charlotte, North Carolina	$28.1M	-$23.8M	4	0.18%	Reduced
249	UBS O'Connor Chicago, Illinois	$27.8M	-$1.37M	1	0.4%	Reduced
250	Highbridge Capital Management New York	$27.5M	+$8.47M	4	0.41%	Increased