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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	Reinhart Partners Mequon, Wisconsin	$19.5M	+$1.2M	2	1.47%	Increased
327	Driehaus Capital Management Chicago, Illinois	$19.4M	-$16.8M	6	0.61%	Reduced
328	LHC Lodge Hill Capital New York	$19.4M	+$1.56M	1	4.23%	Increased
329	H Hexavest Montreal, Quebec, Canada	$19.4M	+$17.5M	3	0.3%	Increased
330	William Blair & Company Chicago, Illinois	$19.4M	-$1.25M	5	0.03%	Reduced
331	TA Teton Advisors Rye, New York	$19.3M	-$938K	5	1.31%	Reduced
332	CAIMH Central Asset Investments & Management Holdings Hong Kong	$19.2M	-$62.9M	2	25.42%	Reduced
333	WC Walthausen & Co Malta, New York	$19.2M	-$635K	2	1.54%	Reduced
334	CCMH Cornerstone Capital Management Holdings New York	$19.2M	+$4.49M	7	0.22%	Increased
335	Winton Capital Management London, United Kingdom	$18.9M	+$4.95M	1	0.13%	Increased
336	Hancock Whitney Gulfport, Mississippi	$18.9M	-$2.24M	4	0.74%	Reduced
337	OAM Oxford Asset Management Oxford, United Kingdom	$18.8M	+$1.66M	4	0.55%	Increased
338	Palisade Capital Management Fort Lee, New Jersey	$18.8M	-$8.74M	3	0.46%	Reduced
339	HCCM Herring Creek Capital Management Stamford, Connecticut	$18.5M	+$3.11M	1	4.07%	Increased
340	EULAV Asset Management Sarasota, Florida	$18.5M	-$2.55M	2	1%	Reduced
341	RHJA Rice Hall James & Associates San Diego, California	$18.4M	-$751K	1	1.35%	Reduced
342	Janus Henderson Group London,	$18.3M	+$1.42M	2	0.18%	Increased
343	PEAK6 Group Chicago, Illinois	$18.3M	+$4.54M	7	0.16%	Increased
344	AIA AGF Investments America Toronto, Ontario, Canada	$17.8M	-$1.89M	4	6.93%	Reduced
345	TU TDAM USA Toronto, Ontario, Canada	$17.8M	+$2.05M	2	0.77%	Increased
346	LM Luminus Management Houston, Texas	$17.7M	+$2.24M	5	1.07%	Increased
347	TCM Tensile Capital Management Larkspur, California	$17.7M	$0	1	4.62%	Maintained
348	IRF IBM Retirement Fund Armonk, New York	$17.6M	-$9.42M	5	0.35%	Reduced
349	Wasatch Advisors Salt Lake City, Utah	$17.5M	+$16.4M	2	0.17%	Increased
350	VFM Viking Fund Management Minot, North Dakota	$17.5M	+$15.9M	1	2.44%	New