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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	MWR McAdams Wright Ragen Seattle, Washington	$30.6M	+$550K	2	1.71%	Increased
252	PCM Penn Capital Management Philadelphia, Pennsylvania	$30M	-$481K	3	1.16%	Reduced
253	EA Euclid Advisors Hartford, Connecticut	$30M	-$8.98M	2	0.21%	Reduced
254	Citigroup New York	$29.9M	+$2.7M	21	0.03%	Increased
255	Raymond James & Associates St Petersburg, Florida	$29.9M	+$7.01M	7	0.18%	Increased
256	BCM Basswood Capital Management New York	$29.7M	-$72.9K	1	1.53%	Reduced
257	EA Ecofin Advisors London, United Kingdom	$29.4M	-$525K	3	4.99%	Reduced
258	KMC Kirr Marbach & Co Columbus, Indiana	$29.4M	+$210K	2	5.26%	Increased
259	UBS O'Connor Chicago, Illinois	$29.3M	+$18.9M	3	0.19%	Increased
260	NAP New Amsterdam Partners New York	$29.1M	-$12.3M	2	1.89%	Reduced
261	Allstate Corporation Northbrook, Illinois	$28.7M	+$13.9M	1	0.78%	Increased
262	WC Walthausen & Co Malta, New York	$28.4M	+$3.13M	2	2.09%	Increased
263	Thrivent Financial for Lutherans Minneapolis, Minnesota	$28.4M	+$9.48M	9	0.16%	Increased
264	PGGM Investments Zeist, Netherlands	$27.8M	+$1.01M	1	0.13%	Increased
265	HCM Hahn Capital Management Walnut Creek, California	$27.6M	+$5.85M	1	3.64%	Increased
266	Baird Milwaukee, Wisconsin	$27.5M	-$1.94M	8	0.39%	Reduced
267	ArrowMark Colorado Holdings Denver, Colorado	$27.5M	-$1.34M	2	0.78%	Reduced
268	NCGI Next Century Growth Investors Plymouth, Minnesota	$27.5M	-$18.7M	2	0.88%	Reduced
269	TPSF Texas Permanent School Fund Austin, Texas	$27.4M	-$887K	6	0.28%	Reduced
270	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$27.2M	+$1.25M	5	0.16%	Increased
271	Rathbones Group Liverpool, United Kingdom	$27.1M	+$3.43M	2	1.92%	Increased
272	ZDA Zweig-DiMenna Associates New York	$27M	-$2.36M	2	1.23%	Reduced
273	MAA Matrix Asset Advisors White Plains, New York	$26.9M	+$9.93M	1	3.06%	Increased
274	Aperio Group Sausalito, California	$26.6M	+$494K	8	0.39%	Increased
275	Pinnacle Associates New York	$26.4M	-$1.29M	2	0.52%	Reduced