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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
251	Rothschild & Co Asset Management US Stamford, Connecticut	$24M	+$23M	2	0.56%	New
252	BCM Basswood Capital Management New York	$23.7M	+$24.9M	1	1.53%	New
253	EULAV Asset Management Sarasota, Florida	$23.5M	+$23.3M	4	1.43%	New
254	Driehaus Capital Management Chicago, Illinois	$23.3M	+$21.1M	4	1.02%	New
255	CGM Capital Growth Management Boston, Massachusetts	$23.1M	+$16.2M	1	0.61%	New
256	I.G. Investment Management Winnipeg, Manitoba, Canada	$23.1M	+$22.7M	4	0.09%	New
257	ZDA Zweig-DiMenna Associates New York	$22.8M	+$23.8M	2	0.92%	New
258	NIMC NWQ Investment Management Company Los Angeles, California	$22.5M	+$22.3M	3	0.2%	New
259	BCM Beddow Capital Management Jackson, Wyoming	$22.5M	+$22.4M	2	7.3%	New
260	Oppenheimer & Co New York	$22.4M	+$22.2M	9	0.87%	New
261	HA Heartland Advisors Milwaukee, Wisconsin	$22.2M	+$20.9M	2	0.41%	New
262	GH GAM Holding Zurich, Switzerland	$22.1M	+$22.8M	3	0.48%	New
263	Stifel Nicolaus & Co St Louis, Missouri	$22M	+$21.7M	6	0.4%	New
264	AC Amiya Capital London, United Kingdom	$21.9M	+$20.9M	1	7.33%	New
265	LBG Lloyds Banking Group London, United Kingdom	$21.9M	+$21.2M	2	0.23%	New
266	SCM SKBA Capital Management San Francisco, California	$21.7M	+$20.8M	1	2.55%	New
267	FMA Fiduciary Management Associates Chicago, Illinois	$21.6M	+$19.9M	2	1.69%	New
268	SFM Systematic Financial Management Teaneck, New Jersey	$21.6M	+$20.7M	1	0.19%	New
269	Bartlett & Co Cincinnati, Ohio	$21.5M	+$22M	2	1.19%	New
270	VDBMI Van Den Berg Management I Austin, Texas	$21.5M	+$20.8M	1	1.83%	New
271	Brandywine Global Investment Management Philadelphia, Pennsylvania	$21.5M	+$21.5M	6	0.22%	New
272	Granahan Investment Management Waltham, Massachusetts	$21.2M	+$18M	2	0.61%	New
273	ECM Estabrook Capital Management New York	$21.2M	+$20.3M	1	2.25%	New
274	Arizona State Retirement System Phoenix, Arizona	$21.1M	+$20.6M	6	0.29%	New
275	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$21M	+$20.7M	16	0.04%	New