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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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$41.2M +$2.71M 17 0.35% Increased
227
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$39.5M -$1.07M 2 0.46% Reduced
228
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.9M -$287K 5 0.33% Reduced
229
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$38.8M +$12.3M 4 0.55% Increased
230
Causeway Capital Management
Causeway Capital Management
California
$38.2M +$700K 2 0.38% Increased
231
IP
Interval Partners
New York
$38.1M +$14.3M 4 1.55% Increased
232
South Texas Money Management
South Texas Money Management
Texas
$38M +$48.7K 1 1.6% Increased
233
FP
Foundry Partners
Minnesota
$37.6M -$1.03M 4 1.43% Reduced
234
Marshall Wace North America
Marshall Wace North America
New York
$37.5M +$650K 7 0.26% Increased
235
JCM
Janney Capital Management
Pennsylvania
$37.4M -$1.23M 4 1.62% Reduced
236
Royal London Asset Management
Royal London Asset Management
United Kingdom
$37.2M +$11.9M 2 0.38% Increased
237
Natixis
Natixis
France
$37.1M +$23.1M 3 0.21% Increased
238
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$37.1M -$820K 8 0.32% Reduced
239
AFG
American Financial Group
Ohio
$37M $0 1 3.65% Maintained
240
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.8M -$44.8K 2 0.68% Reduced
241
FG
Formula Growth
Quebec, Canada
$36.6M +$5.39M 1 4.2% Increased
242
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$36.4M +$5.39M 5 0.14% Increased
243
Kennedy Capital Management
Kennedy Capital Management
Missouri
$35.8M -$7.15M 4 0.67% Reduced
244
UBV
United Bank (Virginia)
Virginia
$35.8M +$130K 2 7.53% Increased
245
Trillium Asset Management
Trillium Asset Management
Massachusetts
$35.7M -$1.14M 4 1.78% Reduced
246
Eaton Vance Management
Eaton Vance Management
Massachusetts
$35.6M +$697K 5 0.08% Increased
247
1C
1060 Capital
Colorado
$35.3M +$22.8M 2 16.55% Increased
248
Element Capital Management
Element Capital Management
New York
$35.3M +$9.63M 4 0.71% Increased
249
TCM
Tygh Capital Management
Oregon
$35.2M +$2.79M 4 5.75% Increased
250
Gabelli Funds
Gabelli Funds
New York
$34.3M -$1.17M 5 0.2% Reduced
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