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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
376	RHJA Rice Hall James & Associates San Diego, California	$14.5M	+$3.12M	1	1.05%	Increased
377	Asset Management One Tokyo, Japan	$14.5M	-$1.79M	5	0.22%	Reduced
378	CCMH Cornerstone Capital Management Holdings New York	$14.5M	-$1.42M	6	0.17%	Reduced
379	Meyer Handelman Company Rye Brook, New York	$14.3M	-$71.1K	1	0.69%	Reduced
380	ProShare Advisors Bethesda, Maryland	$14.2M	+$2.29M	5	0.21%	Increased
381	Janus Henderson Group London,	$14.2M	$0	2	0.14%	Maintained
382	SL SIB LLC New York, New York	$14.2M	$0	2	10.17%	Maintained
383	WIM Wilen Investment Management Bonita Springs, Florida	$14.1M	-$1.3M	2	9.05%	Reduced
384	Winton Capital Management London, United Kingdom	$14M	-$205K	2	0.13%	Reduced
385	National Rural Electric Cooperative Association Arlington, Virginia	$13.8M	$0	1	0.28%	Maintained
386	SCM Shah Capital Management Raleigh, North Carolina	$13.8M	-$3.1M	1	10.38%	Reduced
387	RCMC RK Capital Management (Colorado) Denver, Colorado	$13.7M	+$1.15M	2	3.37%	Increased
388	Fifth Third Bancorp Cincinnati, Ohio	$13.6M	-$1.59M	5	0.13%	Reduced
389	Tudor Investment Corp Stamford, Connecticut	$13.6M	-$3.82M	9	0.66%	Reduced
390	NPIC Neumeier Poma Investment Counsel Carmel, California	$13.5M	-$168K	1	3.07%	Reduced
391	TCM Tygh Capital Management Portland, Oregon	$13.5M	+$2.67M	3	2.82%	Increased
392	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.4M	-$577K	5	0.28%	Reduced
393	Davis Selected Advisers Tucson, Arizona	$13.4M	-$1M	2	0.03%	Reduced
394	SCM SG Capital Management Chicago, Illinois	$13.4M	+$5.88M	2	7.24%	Increased
395	DIA Denver Investment Advisors Denver, Colorado	$13.3M	+$235K	2	0.38%	Increased
396	Zacks Investment Management Chicago, Illinois	$13.3M	+$1.1M	3	0.53%	Increased
397	Guardian Capital (Canada) Toronto, Ontario, Canada	$13.3M	-$2.88M	1	0.21%	Reduced
398	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$13.2M	+$2.4M	4	0.98%	Increased
399	GLG Inc New York	$13.2M	-$3.67M	4	0.35%	Reduced
400	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.9M	+$471K	3	0.37%	Increased