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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
426	OAM Oxford Asset Management Oxford, United Kingdom	$11.7M	-$7.47M	2	0.38%	Reduced
427	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.7M	-$52K	1	1.71%	Reduced
428	Churchill Management Los Angeles, California	$11.7M	+$6.36M	1	0.53%	Increased
429	Brown Advisory Baltimore, Maryland	$11.6M	-$1.39M	5	0.04%	Reduced
430	MPM Meritage Portfolio Management Overland Park, Kansas	$11.5M	+$203K	2	1.25%	Increased
431	SCM Suffolk Capital Management New York	$11.4M	+$398K	1	1.38%	Increased
432	DIA Denver Investment Advisors Denver, Colorado	$11.3M	+$6.26M	2	0.34%	Increased
433	ExxonMobil Investment Management Irving, Texas	$11.3M	-$292K	2	0.25%	Reduced
434	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.2M	+$3.82M	3	2.94%	Increased
435	SL SIB LLC New York, New York	$11.1M	$0	1	8.04%	Maintained
436	RBA Richard Bernstein Advisors New York	$11.1M	$0	6	1.3%	Maintained
437	KAM Keeley Asset Management Chicago, Illinois	$11.1M	-$465K	3	0.2%	Reduced
438	CC Colrain Capital Boston, Massachusetts	$11M	+$8.02M	1	0.8%	Increased
439	PTB Pioneer Trust Bank Salem, Oregon	$11M	-$465K	1	7.58%	Reduced
440	Boston Trust Walden Boston, Massachusetts	$11M	+$2.02M	2	0.16%	Increased
441	SC Skylands Capital Milwaukee, Wisconsin	$11M	-$44.5K	3	1.07%	Reduced
442	AFG American Financial Group Cincinnati, Ohio	$10.9M	$0	3	0.89%	Maintained
443	ACM Aviance Capital Management Sarasota, Florida	$10.9M	+$5.08M	2	0.46%	Increased
444	QF QVT Financial New York	$10.8M	+$9.8M	1	0.59%	New
445	Creative Planning Overland Park, Kansas	$10.8M	-$235K	13	0.14%	Reduced
446	CC Curian Capital Denver, Colorado	$10.7M	-$2.14M	4	0.19%	Reduced
447	WAM World Asset Management Detroit, Michigan	$10.6M	-$237K	7	0.32%	Reduced
448	LNB Ledyard National Bank	$10.6M	-$63.5K	4	1.78%	Reduced
449	SRC Shufro Rose & Co New York	$10.6M	+$1.59M	2	1.09%	Increased
450	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.4M	-$128K	6	0.15%	Reduced