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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
351	MLIM Mountain Lake Investment Management Boca Raton, Florida	$15.1M	+$8.58M	1	8.25%	Increased
352	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$15M	-$558K	2	1.84%	Reduced
353	GL Governors Lane New York	$15M	$0	1	1.4%	Maintained
354	BNP Paribas Asset Management Paris, France	$15M	+$408K	4	0.14%	Increased
355	Cullen/Frost Bankers San Antonio, Texas	$14.9M	-$1.63M	3	0.56%	Reduced
356	Robeco Schweiz Zurich, Switzerland	$14.9M	+$4.22M	2	0.69%	Increased
357	NN Investment Partners Holdings The Hague, Netherlands	$14.9M	+$8.06M	2	0.13%	Increased
358	EP Elkfork Partners Portland, Oregon	$14.8M	+$6.37M	7	0.42%	Increased
359	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.8M	+$2.03M	11	0.36%	Increased
360	FG Formula Growth Montreal, Quebec, Canada	$14.8M	-$14.8M	1	2.44%	Reduced
361	GAM GVO Asset Management Zug, Switzerland	$14.8M	+$2.71M	1	11.62%	Increased
362	GD Grandfield & Dodd New York	$14.7M	+$666K	2	1.74%	Increased
363	DIA Dean Investment Associates Beavercreek, Ohio	$14.4M	+$3.8M	4	2.29%	Increased
364	PFC Phocas Financial Corp Alameda, California	$14.3M	+$3.81M	2	1.54%	Increased
365	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.2M	+$78.1K	1	1.64%	Increased
366	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$14.2M	+$717K	1	1.58%	Increased
367	Alpha Cubed Investments Irvine, California	$14.2M	-$532K	1	2.12%	Reduced
368	WCM Investment Management Laguna Beach, California	$14.2M	+$1.38M	2	0.13%	Increased
369	Whittier Trust South Pasadena, California	$14.1M	+$545K	6	0.49%	Increased
370	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.1M	-$301M	12	0.01%	Reduced
371	Hancock Whitney Gulfport, Mississippi	$14.1M	-$593K	3	0.48%	Reduced
372	CBT Capital Bank & Trust Irvine, California	$13.9M	-$4.8K	3	0.2%	Reduced
373	First National Bank of Omaha Omaha, Nebraska	$13.8M	-$798K	4	1.05%	Reduced
374	Korea Investment Corp Seoul, South Korea	$13.7M	+$3.41M	2	0.07%	Increased
375	NSCM New South Capital Management Memphis, Tennessee	$13.7M	-$1.09M	1	0.44%	Reduced