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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	WC Walthausen & Co Malta, New York	$22.6M	-$3.98M	2	1.67%	Reduced
302	Oppenheimer & Co New York	$22.3M	-$2.51M	6	0.71%	Reduced
303	WesBanco Bank Wheeling, West Virginia	$22.1M	+$55.5K	3	1.26%	Increased
304	Highbridge Capital Management New York	$21.9M	-$42.5M	2	0.26%	Reduced
305	William Blair & Company Chicago, Illinois	$21.9M	-$6.58M	5	0.04%	Reduced
306	ECM Estabrook Capital Management New York	$21.9M	-$700K	1	2.25%	Reduced
307	SCM SKBA Capital Management San Francisco, California	$21.3M	-$498K	1	2.49%	Reduced
308	TCW Group Los Angeles, California	$21.2M	-$5.36M	2	0.09%	Reduced
309	Paradigm Capital Management Inc Albany, New York	$21.2M	-$114K	1	1.27%	Reduced
310	Channing Capital Management Chicago, Illinois	$21.2M	+$199K	1	1.39%	Increased
311	EULAV Asset Management Sarasota, Florida	$21.1M	-$891K	3	1.15%	Reduced
312	HCMT Highland Capital Management (Texas) Dallas, Texas	$21.1M	-$13.2M	1	1.15%	Reduced
313	MWR McAdams Wright Ragen Seattle, Washington	$20.9M	-$981K	2	1.38%	Reduced
314	Manning & Napier Advisors Fairport, New York	$20.9M	-$9.1M	2	0.09%	Reduced
315	Regions Financial Corp Birmingham, Alabama	$20.7M	-$1.09M	7	0.26%	Reduced
316	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.4M	-$547K	1	0.83%	Reduced
317	PIM Progressive Investment Management Lake Oswego, Oregon	$20.2M	+$72.8K	3	6.93%	Increased
318	Raymond James & Associates St Petersburg, Florida	$20M	+$4.68M	7	0.15%	Increased
319	HCM Hahn Capital Management Walnut Creek, California	$19.7M	+$18.3M	1	2.73%	New
320	CGM Capital Growth Management Boston, Massachusetts	$19.6M	-$6.13M	1	0.51%	Reduced
321	TCM Tensile Capital Management Larkspur, California	$19.3M	+$17.7M	1	5.47%	New
322	ST Stifel Trust St. Louis, Missouri	$19.1M	+$181K	4	3.6%	Increased
323	TA Teton Advisors Rye, New York	$19.1M	-$381K	5	1.35%	Reduced
324	Williams Jones & Associates New York	$19.1M	+$8.39M	2	0.92%	Increased
325	R.M. Davis Inc Portland, Maine	$19.1M	+$6.41M	1	1.17%	Increased