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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	Bank of Nova Scotia Toronto, Ontario, Canada	$13M	+$2.4M	5	0.04%	Increased
402	Mutual of America Capital Management New York	$13M	-$2.71M	9	0.22%	Reduced
403	KMC Kirr Marbach & Co Columbus, Indiana	$12.9M	-$4.03M	2	5.51%	Reduced
404	Thompson Siegel & Walmsley Richmond, Virginia	$12.7M	+$1.14M	4	0.3%	Increased
405	NN Investment Partners Holdings The Hague, Netherlands	$12.5M	-$665K	2	0.1%	Reduced
406	DCM Divisar Capital Management San Francisco, California	$12.5M	+$6.59M	1	4.87%	Increased
407	Sit Investment Associates Minneapolis, Minnesota	$12.3M	-$1.23M	2	0.47%	Reduced
408	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$12.3M	+$792K	2	1.29%	Increased
409	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.3M	-$3.21M	5	0.04%	Reduced
410	BP Bandera Partners New York	$12.3M	+$1.3M	1	10.32%	Increased
411	D.A. Davidson & Co Great Falls, Montana	$12.2M	+$814K	6	0.24%	Increased
412	Första AP-fonden Stockholm, Sweden	$12.1M	+$10.8M	2	0.44%	Increased
413	Oppenheimer Asset Management New York	$12M	-$82.9K	12	0.3%	Reduced
414	GAI General American Investors New York	$12M	$0	1	1.62%	Maintained
415	Nissay Asset Management Tokyo, Japan	$11.8M	+$332K	2	0.3%	Increased
416	DAM Delta Asset Management Memphis, Tennessee	$11.8M	+$4.28M	4	1.87%	Increased
417	AAM Alpine Associates Management Palm Beach, Florida	$11.8M	+$22M	1	0.47%	New
418	FCI Financial Counselors Inc Overland Park, Kansas	$11.7M	+$227K	3	0.52%	Increased
419	Pacer Advisors Malvern, Pennsylvania	$11.6M	-$6.04M	6	0.23%	Reduced
420	OAM Oxford Asset Management Oxford, United Kingdom	$11.5M	-$14.9M	1	1.61%	Reduced
421	KPF K2 Principal Fund Toronto, Ontario, Canada	$11.5M	+$9.63M	1	2.17%	Increased
422	AWAM Appian Way Asset Management New York	$11.5M	-$5.01M	3	8.39%	Reduced
423	MAA Matrix Asset Advisors White Plains, New York	$11.4M	-$10.9M	1	2.6%	Reduced
424	Peregrine Capital Management Minneapolis, Minnesota	$11.4M	+$7.48M	2	0.41%	Increased
425	FTI Fiduciary Trust International Lincoln, Massachusetts	$11.3M	+$82.1K	2	2.11%	Increased