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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	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$20M	-$1.51M	3	0.57%	Reduced
302	Becker Capital Management Portland, Oregon	$19.9M	-$6.67M	1	0.78%	Reduced
303	IP Interval Partners New York	$19.9M	+$2.56M	2	2.5%	Increased
304	Channing Capital Management Chicago, Illinois	$19.9M	-$1.45M	1	0.91%	Reduced
305	Klingenstein Fields & Co New York	$19.8M	-$3.24M	1	0.88%	Reduced
306	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$19.8M	+$2.43M	4	0.54%	Increased
307	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$19.5M	+$738K	3	0.05%	Increased
308	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.2M	+$1.26M	7	0.24%	Increased
309	HBK Investments Dallas, Texas	$19.2M	+$4.19M	2	0.18%	Increased
310	FMA Fiduciary Management Associates Chicago, Illinois	$18.9M	-$629K	1	1.13%	Reduced
311	FMW Farr Miller & Washington Washington, District of Columbia	$18.7M	+$7.94M	1	2.15%	Increased
312	Anchor Capital Advisors Boston, Massachusetts	$18.7M	-$1.65M	2	0.4%	Reduced
313	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.6M	+$377K	1	0.89%	Increased
314	BCM Beddow Capital Management Jackson, Wyoming	$18.5M	-$213K	2	6.47%	Reduced
315	Congress Asset Management Boston, Massachusetts	$18.4M	+$7.19M	2	0.44%	Increased
316	WIC Willis Investment Counsel Gainesville, Georgia	$18.3M	+$64.6K	2	1.7%	Increased
317	BCM Brown Capital Management Baltimore, Maryland	$18.1M	-$7.86M	1	0.3%	Reduced
318	WC Walthausen & Co Malta, New York	$17.9M	-$1.49M	1	1.31%	Reduced
319	DL Delta Lloyd Amsterdam, Netherlands	$17.8M	+$534K	3	0.55%	Increased
320	GL GLG LLC New York	$17.7M	+$4.26M	6	0.5%	Increased
321	ACI AMP Capital Investors Sydney, Australia	$17.7M	+$1.95M	3	0.11%	Increased
322	Bartlett & Co Cincinnati, Ohio	$17.6M	-$380K	3	0.87%	Reduced
323	Oppenheimer & Co New York	$17.2M	+$1.37M	5	0.47%	Increased
324	ING Group Amsterdam, Netherlands	$17.1M	-$43.7M	2	0.09%	Reduced
325	TCM Tensile Capital Management Larkspur, California	$16.9M	-$5.24M	1	4.44%	Reduced