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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
301	Segall Bryant & Hamill Chicago, Illinois	$21.4M	-$235K	5	0.53%	Reduced
302	SPC Standard Pacific Capital San Francisco, California	$21.2M	+$198K	1	4.37%	Increased
303	HA Halsey Associates New Haven, Connecticut	$21.1M	+$1.28M	2	5.12%	Increased
304	SAM Sentinel Asset Management Montpelier, Vermont	$20.6M	+$11M	3	0.43%	Increased
305	OAM Oxford Asset Management Oxford, United Kingdom	$20.5M	+$3.6M	5	0.46%	Increased
306	ECM Estabrook Capital Management New York	$20.5M	-$1.7M	1	2.23%	Reduced
307	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.4M	+$504K	1	3.26%	Increased
308	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.3M	+$33.1K	1	0.86%	Increased
309	Palisade Capital Management Fort Lee, New Jersey	$20.2M	-$416K	2	0.55%	Reduced
310	EULAV Asset Management Sarasota, Florida	$19.9M	-$5.09M	4	1.16%	Reduced
311	Aperio Group Sausalito, California	$19.9M	+$2.12M	6	0.38%	Increased
312	SCM SKBA Capital Management San Francisco, California	$19.8M	-$2.82M	1	2.4%	Reduced
313	Regions Financial Corp Birmingham, Alabama	$19.7M	+$919K	7	0.26%	Increased
314	MSA Mason Street Advisors Milwaukee, Wisconsin	$19.7M	-$13.2M	7	0.22%	Reduced
315	OIM Oceanic Investment Management Douglas, Isle Of Man	$19.7M	-$5M	2	8.34%	Reduced
316	WesBanco Bank Wheeling, West Virginia	$19.6M	+$155K	3	1.21%	Increased
317	HBK Investments Dallas, Texas	$19.6M	+$9.1M	5	0.29%	Increased
318	Placemark Investments Chicago, Illinois	$19.6M	+$1.18M	9	0.37%	Increased
319	PFU Parus Finance (UK) London, United Kingdom	$19.5M	+$5.75M	1	6.11%	Increased
320	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.3M	+$3.56M	2	5.33%	Increased
321	CAM Capstone Asset Management Houston, Texas	$19.2M	+$860K	9	0.46%	Increased
322	PFC Phocas Financial Corp Alameda, California	$19M	-$255K	3	1.82%	Reduced
323	DCM Dupont Capital Management Wilmington, Delaware	$18.8M	-$2.98M	3	0.34%	Reduced
324	ALA Atherton Lane Advisers Menlo Park, California	$18.8M	+$18.2M	1	1.29%	New
325	PIM Progressive Investment Management Lake Oswego, Oregon	$18.7M	-$2.06M	3	6.95%	Reduced