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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
326	OCM OMT Capital Management San Francisco, California	$16.3M	+$14.9M	1	5.53%	New
327	ICOM Investment Counselors of Maryland Baltimore, Maryland	$16.2M	+$17.7M	1	0.72%	New
328	DSI Daiwa SB Investments Tokyo, Japan	$16.2M	+$15.5M	1	2.74%	New
329	TA Teton Advisors Rye, New York	$16.2M	+$16.8M	5	1.41%	New
330	Aperio Group Sausalito, California	$16.1M	+$15.8M	6	0.38%	New
331	OCG Opus Capital Group Cincinnati, Ohio	$16M	+$15.5M	1	0.98%	New
332	ARTA A.R.T. Advisors New York	$15.9M	+$11.9M	6	0.52%	New
333	BLM Bennett Lawrence Management New York	$15.8M	+$12.7M	2	3.01%	New
334	ACI AMP Capital Investors Sydney, Australia	$15.8M	+$14.6M	4	0.12%	New
335	TC TFS Capital West Chester, Pennsylvania	$15.8M	+$16.4M	6	0.66%	New
336	Asset Management One Tokyo, Japan	$15.6M	+$15.2M	5	0.25%	New
337	OAM Oxford Asset Management Oxford, United Kingdom	$15.6M	+$15M	6	0.42%	New
338	Ferguson Wellman Capital Management Portland, Oregon	$15.5M	+$14.9M	1	1.2%	New
339	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.5M	+$15.1M	2	4.52%	New
340	CRCP Copper Rock Capital Partners Boston, Massachusetts	$15.4M	+$15.6M	2	1.66%	New
341	FIG Fortress Investment Group New York	$15.2M	+$14.5M	1	0.38%	New
342	NC Northpointe Capital Bloomfield Hills, Michigan	$14.8M	+$13.6M	1	1.71%	New
343	Jacobs Levy Equity Management Florham Park, New Jersey	$14.6M	+$15M	6	0.26%	New
344	Aviva London, United Kingdom	$14.6M	+$14M	1	0.15%	New
345	WAM World Asset Management Detroit, Michigan	$14.5M	+$14.2M	7	0.34%	New
346	Paradigm Capital Management Inc Albany, New York	$14.5M	+$14M	1	0.68%	New
347	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$14.5M	+$15.2M	3	0.07%	New
348	CCM Cadence Capital Management Boston, Massachusetts	$14.5M	+$15.3M	2	0.68%	New
349	BPIM Brant Point Investment Management New York	$14.4M	+$15.2M	3	1.56%	New
350	Douglas C. Lane & Associates New York	$14.3M	+$13.7M	1	0.56%	New