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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
276	NPIC Neumeier Poma Investment Counsel Carmel, California	$25.5M	+$5.17M	2	5.43%	Increased
277	Cullen/Frost Bankers San Antonio, Texas	$25.3M	+$375K	1	0.94%	Increased
278	KMC Kirr Marbach & Co Columbus, Indiana	$25M	+$103K	2	4.37%	Increased
279	Ferguson Wellman Capital Management Portland, Oregon	$24.2M	+$299K	1	1%	Increased
280	Pinnacle Associates New York	$24.2M	+$89K	3	0.45%	Increased
281	Kennedy Capital Management St Louis, Missouri	$24.1M	-$3.14M	5	0.43%	Reduced
282	VAM Visium Asset Management New York	$24M	+$16.1M	3	0.34%	Increased
283	ALPS Advisors Denver, Colorado	$24M	-$429K	2	0.2%	Reduced
284	Paradigm Capital Management Inc Albany, New York	$24M	+$565K	2	2.48%	Increased
285	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.3M	-$187K	2	5.6%	Reduced
286	PRCM Pine River Capital Management Minnetonka, Minnesota	$23.3M	+$10.3M	3	0.25%	Increased
287	Envestnet Asset Management Chicago, Illinois	$23.2M	+$2.65M	7	0.11%	Increased
288	TAM THB Asset Management Norwalk, Connecticut	$23.1M	+$7.02M	4	1.75%	Increased
289	Hood River Capital Management Palm Beach Gardens, Florida	$23M	-$24.1M	2	2.82%	Reduced
290	PFC Phocas Financial Corp Alameda, California	$23M	+$10.3M	2	1.47%	Increased
291	Janus Henderson Group London,	$22.9M	-$2.02M	2	0.18%	Reduced
292	DL Delta Lloyd Amsterdam, Netherlands	$22.9M	+$1.94M	3	0.71%	Increased
293	Natixis Advisors Boston, Massachusetts	$22.8M	-$3.93M	4	0.39%	Reduced
294	Highbridge Capital Management New York	$21.9M	-$30.3M	3	0.28%	Reduced
295	RCM Rutabaga Capital Management Boston, Massachusetts	$21.6M	+$242K	1	2.17%	Increased
296	GL GLG LLC New York	$21.3M	+$2.65M	6	0.45%	Increased
297	Reinhart Partners Mequon, Wisconsin	$21.3M	-$171K	2	1.97%	Reduced
298	Teacher Retirement System of Texas Austin, Texas	$21.3M	+$52K	12	0.16%	Increased
299	WesBanco Bank Wheeling, West Virginia	$21.3M	-$875K	2	1.19%	Reduced
300	PGGM Investments Zeist, Netherlands	$21.2M	-$1.67M	1	0.11%	Reduced