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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	AIC AWM Investment Company New York	$10.5M	-$1.22M	1	2.25%	Reduced
377	Axa Paris, France	$10.5M	-$671K	3	0.05%	Reduced
378	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.5M	+$1.16M	6	0.23%	Increased
379	JIR James Investment Research Alpha, Ohio	$10.4M	+$11.4M	1	0.26%	New
380	TIP Torray Investment Partners Bethesda, Maryland	$10.3M	+$13.8K	1	0.78%	Increased
381	SRC Shufro Rose & Co New York	$10.2M	-$452K	2	1.13%	Reduced
382	LSV Asset Management Chicago, Illinois	$10.2M	+$243K	7	0.02%	Increased
383	Aberdeen Asset Management Aberdeen, United Kingdom	$10.1M	-$674K	2	0.04%	Reduced
384	Fisher Asset Management Camas, Washington	$10.1M	-$515K	2	0.02%	Reduced
385	JCM Jag Capital Management St Louis, Missouri	$10.1M	-$434K	1	2.18%	Reduced
386	NTCM Nine Ten Capital Management Chicago, Illinois	$10M	+$1.2M	1	3.71%	Increased
387	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10M	-$2.15M	1	0.45%	Reduced
388	PDM Penn Davis McFarland Dallas, Texas	$9.89M	-$891K	1	2.63%	Reduced
389	KMC Kirr Marbach & Co Columbus, Indiana	$9.8M	-$111K	1	2.1%	Reduced
390	EA Euclid Advisors Hartford, Connecticut	$9.7M	+$8.27M	2	0.42%	Increased
391	Creative Planning Overland Park, Kansas	$9.53M	+$938K	15	0.07%	Increased
392	MPM Meritage Portfolio Management Overland Park, Kansas	$9.47M	+$887K	2	1.07%	Increased
393	Manning & Napier Advisors Fairport, New York	$9.46M	+$594K	2	0.06%	Increased
394	BCM Brown Capital Management Baltimore, Maryland	$9.31M	-$5.26M	1	0.15%	Reduced
395	MCM Marathon Capital Management Hunt Valley, Maryland	$9.29M	+$614K	2	4.77%	Increased
396	Hancock Whitney Gulfport, Mississippi	$9.28M	+$9.23M	2	0.39%	New
397	HA Halsey Associates New Haven, Connecticut	$9.25M	-$122K	1	2.06%	Reduced
398	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$9.2M	$0	1	3.58%	Maintained
399	Robeco Institutional Asset Management Rotterdam, Netherlands	$9.13M	+$174K	3	0.07%	Increased
400	Truist Financial Charlotte, North Carolina	$9.11M	+$5.3M	4	0.19%	Increased