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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	LPL Financial San Diego, California	$26.6M	+$591K	9	0.07%	Increased
277	CAM Cortina Asset Management Milwaukee, Wisconsin	$26.5M	-$2.98M	2	1.25%	Reduced
278	WIC Willis Investment Counsel Gainesville, Georgia	$26.5M	-$473K	2	1.95%	Reduced
279	Commerce Bank Kansas City, Missouri	$26.5M	+$135K	5	0.34%	Increased
280	SGAM Smith Group Asset Management Dallas, Texas	$26.3M	+$2.87M	4	0.76%	Increased
281	SC Selz Capital New York	$26.2M	+$27.4M	1	4.13%	New
282	MUFG Securities EMEA London, United Kingdom	$25.9M	+$22.1M	6	0.47%	Increased
283	CRCP Copper Rock Capital Partners Boston, Massachusetts	$25.5M	-$2.11M	1	1.47%	Reduced
284	Davis Selected Advisers Tucson, Arizona	$25.4M	+$82.9K	1	0.11%	Increased
285	Federated Hermes Pittsburgh, Pennsylvania	$25.2M	-$5.52M	15	0.07%	Reduced
286	Los Angeles Capital Management Los Angeles, California	$25.2M	+$1.31M	9	0.14%	Increased
287	CIBC World Markets New York	$24.8M	-$29.2M	3	0.21%	Reduced
288	AIM Avity Investment Management Greenwich, Connecticut	$24.7M	+$341K	1	3.14%	Increased
289	Gulf International Bank (UK) London, United Kingdom	$24.2M	-$348K	2	0.3%	Reduced
290	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$24.1M	-$1.07M	2	2.15%	Reduced
291	Fjarde Ap-fonden Stockholm, Sweden	$23.9M	-$1.03M	2	0.36%	Reduced
292	LPC Lion Point Capital New York	$23.9M	+$526K	1	2.15%	Increased
293	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.8M	-$41.3K	2	1.11%	Reduced
294	VanEck Associates New York	$23.3M	+$902	5	0.11%	Increased
295	Calamos Advisors Naperville, Illinois	$23.2M	-$21.5M	3	0.14%	Reduced
296	MAA Matrix Asset Advisors White Plains, New York	$23.2M	-$191K	1	3.82%	Reduced
297	SCM Stevens Capital Management Radnor, Pennsylvania	$22.9M	+$4.35M	5	0.82%	Increased
298	Putnam Investments Boston, Massachusetts	$22.7M	-$11.6M	5	0.05%	Reduced
299	FMW Farr Miller & Washington Washington, District of Columbia	$22.5M	-$224K	1	2.04%	Reduced
300	Robeco Schweiz Zurich, Switzerland	$22.4M	+$464K	2	0.95%	Increased