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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	Segall Bryant & Hamill Chicago, Illinois	$29M	-$1.42M	6	0.67%	Reduced
252	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$28.9M	-$1.1M	2	6.13%	Reduced
253	Hancock Whitney Gulfport, Mississippi	$28.9M	-$2.65M	3	1.29%	Reduced
254	CRCP Copper Rock Capital Partners Boston, Massachusetts	$28.5M	-$237K	1	1.7%	Reduced
255	FQ First Quadrant Glendale, California	$28.4M	+$16M	3	0.54%	Increased
256	NC Nightview Capital Austin, Texas	$28.3M	+$3.98M	1	14.82%	Increased
257	Daiwa Securities Group Tokyo, Japan	$28.3M	-$10.3M	5	0.23%	Reduced
258	Commerce Bank Kansas City, Missouri	$28M	-$429K	4	0.37%	Reduced
259	FA Friess Associates Greenville, Delaware	$27.8M	-$6.13M	2	2.27%	Reduced
260	NC Nitorum Capital New York	$27.8M	+$11.6M	1	3.05%	Increased
261	Eaton Vance Management Boston, Massachusetts	$27.8M	+$813K	4	0.07%	Increased
262	Natixis Paris, France	$27.6M	+$20.6M	4	0.17%	Increased
263	CAM Cortina Asset Management Milwaukee, Wisconsin	$27.5M	-$5.49M	2	1.35%	Reduced
264	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$27.3M	+$1.16M	2	2.28%	Increased
265	Davis Selected Advisers Tucson, Arizona	$27.1M	+$239K	1	0.12%	Increased
266	Nomura Asset Management Tokyo, Japan	$27M	+$2.87M	2	0.29%	Increased
267	TCM Tygh Capital Management Portland, Oregon	$26.4M	-$2.71M	3	5.02%	Reduced
268	MP Makaira Partners La Jolla, California	$26.3M	-$21.2M	1	2.99%	Reduced
269	AIM Avity Investment Management Greenwich, Connecticut	$26.1M	+$1.7M	1	3.41%	Increased
270	CCM Criterion Capital Management San Francisco, California	$26M	+$8.81M	1	1.8%	Increased
271	Paradigm Capital Management Inc Albany, New York	$25.7M	$0	2	2.17%	Maintained
272	Commonwealth Equity Services Waltham, Massachusetts	$25.4M	+$1.27M	7	0.14%	Increased
273	Arizona State Retirement System Phoenix, Arizona	$25.2M	-$952K	9	0.25%	Reduced
274	SG Americas Securities New York	$25.1M	+$12.9M	13	0.2%	Increased
275	SGAM Smith Group Asset Management Dallas, Texas	$25.1M	+$270K	3	0.83%	Increased