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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	PIM Progressive Investment Management Lake Oswego, Oregon	$14.7M	-$6.37M	2	4.74%	Reduced
377	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$14.6M	+$13.9M	2	3.78%	New
378	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.6M	-$504K	2	2.03%	Reduced
379	ZCG Zesiger Capital Group New York	$14.5M	-$41.5K	1	5.25%	Reduced
380	First Eagle Investment Management New York	$14.5M	+$8.65M	1	0.04%	Increased
381	AIP ARS Investment Partners New York	$14.4M	+$5.98M	1	2.23%	Increased
382	CAM Capstone Asset Management Houston, Texas	$14.3M	-$571K	7	0.46%	Reduced
383	Braun Stacey Associates New York	$14.3M	-$1.25M	1	0.85%	Reduced
384	HCM Hodges Capital Management Dallas, Texas	$14.2M	+$2.34M	2	0.66%	Increased
385	AIA AGF Investments America Toronto, Ontario, Canada	$14.1M	-$1.62M	4	5.48%	Reduced
386	Whittier Trust South Pasadena, California	$14M	+$379K	5	0.69%	Increased
387	Acadian Asset Management Boston, Massachusetts	$14M	+$9.08M	4	0.07%	Increased
388	CPIM Columbia Partners Investment Management Alexandria, Virginia	$13.7M	-$18.5M	2	0.63%	Reduced
389	Advisors Asset Management Monument, Colorado	$13.7M	+$507K	7	0.19%	Increased
390	BOK Financial Tulsa, Oklahoma	$13.6M	+$2.95M	4	0.44%	Increased
391	DSI Daiwa SB Investments Tokyo, Japan	$13.6M	+$25.2K	1	1.72%	Increased
392	DCM Dupont Capital Management Wilmington, Delaware	$13.6M	+$299K	2	0.22%	Increased
393	RCM Riverhead Capital Management Wilmington, Delaware	$13.5M	-$399K	4	0.25%	Reduced
394	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.5M	-$178K	5	0.28%	Reduced
395	BCM Bluefin Capital Management New York	$13.5M	+$11.2M	1	0.58%	Increased
396	Anchor Capital Advisors Boston, Massachusetts	$13.5M	+$439K	2	0.26%	Increased
397	Hermes Investment Management London Uk, United Kingdom	$13.4M	+$11.2M	1	0.37%	Increased
398	LPL Financial San Diego, California	$13.2M	-$1.29M	11	0.08%	Reduced
399	TIP Torray Investment Partners Bethesda, Maryland	$13.2M	+$28.2K	2	1.33%	Increased
400	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.2M	+$264K	4	0.29%	Increased