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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
401	GD Grandfield & Dodd New York	$13.1M	-$972K	1	1.97%	Reduced
402	Utah Retirement Systems Salt Lake City, Utah	$13M	+$85K	5	0.37%	Increased
403	Associated Banc-Corp Green Bay, Wisconsin	$12.8M	-$155K	1	0.83%	Reduced
404	CCI Columbus Circle Investors	$12.7M	-$64.3M	3	0.09%	Reduced
405	QS Batterymarch Financial Management New York	$12.7M	-$7.37M	3	0.32%	Reduced
406	DVM Dreman Value Management West Palm Beach, Florida	$12.7M	+$226K	4	0.96%	Increased
407	QAM Quentec Asset Management New York	$12.7M	+$1.49M	2	3.29%	Increased
408	Eventide Asset Management Boston, Massachusetts	$12.6M	+$1.69M	2	1.72%	Increased
409	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$12.6M	-$1M	4	0.87%	Reduced
410	ARC Absolute Return Capital Boston, Massachusetts	$12.6M	+$2.95M	6	0.15%	Increased
411	CRCP Copper Rock Capital Partners Boston, Massachusetts	$12.6M	-$5.52M	1	2.01%	Reduced
412	CCM Crestwood Capital Management New York	$12.6M	-$1.27M	1	1.54%	Reduced
413	MCM Marathon Capital Management Hunt Valley, Maryland	$12.6M	-$90.8K	2	10.12%	Reduced
414	UPA Union Point Advisors San Mateo, California	$12.5M	+$4.06M	1	5.14%	Increased
415	Guardian Capital (Canada) Toronto, Ontario, Canada	$12.4M	-$1.19M	1	0.18%	Reduced
416	PC Pier Capital Stamford, Connecticut	$12.4M	-$1.18M	2	1.76%	Reduced
417	FMW Farr Miller & Washington Washington, District of Columbia	$12.4M	+$129K	1	1.59%	Increased
418	LCP LGT Capital Partners Pfaeffikon, Switzerland	$12.4M	+$12.4M	1	2.91%	New
419	HT HAP Trading New York	$12.2M	-$2.5M	3	0.45%	Reduced
420	Placemark Investments Chicago, Illinois	$12.2M	+$101K	8	0.22%	Increased
421	AL AJO LP Philadelphia, Pennsylvania	$12.1M	+$7.04M	2	0.05%	Increased
422	Mitsubishi UFJ Asset Management Tokyo, Japan	$12M	-$153K	3	0.31%	Reduced
423	Virtu KCG Holdings New York	$12M	-$25.7M	9	0.19%	Reduced
424	Davis Selected Advisers Tucson, Arizona	$11.7M	$0	1	0.03%	Maintained
425	EIM Essex Investment Management Boston, Massachusetts	$11.7M	+$3.54M	5	1.72%	Increased