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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	GHCM Glen Harbor Capital Management San Diego, California	$11.5M	+$710K	8	0.28%	Increased
427	NIM NXG Investment Management Dallas, Texas	$11.5M	+$11.5M	2	0.38%	New
428	PC Pier Capital Stamford, Connecticut	$11.5M	-$1.06M	2	1.98%	Reduced
429	ArrowMark Colorado Holdings Denver, Colorado	$11.4M	+$1.57M	1	0.14%	Increased
430	JIP Jaffetilchin Investment Partners Tampa, Florida	$11.4M	-$759K	2	3.87%	Reduced
431	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$11.4M	-$906K	1	2.12%	Reduced
432	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$11.3M	-$3.38M	1	0.68%	Reduced
433	BHTS Bar Harbor Trust Services Ellsworth, Maine	$11.3M	+$3.96M	2	5.92%	Increased
434	RCYC Richard C. Young & Co Newport, Rhode Island	$11.2M	+$261K	1	2.19%	Increased
435	Mirae Asset Global Investments Seoul, South Korea	$11.2M	+$231K	3	0.19%	Increased
436	Oppenheimer Asset Management New York	$11.1M	+$830K	9	0.31%	Increased
437	SAM Sentinel Asset Management Montpelier, Vermont	$11M	-$12.8M	1	0.27%	Reduced
438	Beck Mack & Oliver New York	$11M	-$32.2K	1	0.37%	Reduced
439	Mutual of America Capital Management New York	$10.8M	+$138K	5	0.19%	Increased
440	Ameritas Investment Partners Lincoln, Nebraska	$10.8M	+$227K	15	0.52%	Increased
441	Copeland Capital Management Conshohocken, Pennsylvania	$10.8M	+$4.89M	1	0.7%	Increased
442	Fiera Capital (Canada) Montreal, Quebec, Canada	$10.7M	+$9.84M	2	0.05%	Increased
443	Group One Trading Chicago, Illinois	$10.7M	-$5.14M	9	0.11%	Reduced
444	MC Martin Currie Edinburgh, United Kingdom	$10.7M	-$7.96M	2	0.85%	Reduced
445	Hermes Investment Management London Uk, United Kingdom	$10.6M	+$10.4M	1	0.17%	New
446	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	+$131K	1	2.39%	Increased
447	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.6M	-$3.06M	3	0.07%	Reduced
448	NIP Nicholas Investment Partners Rancho Santa Fe, California	$10.5M	-$10.7M	0	–	Closed
449	Thompson Siegel & Walmsley Richmond, Virginia	$10.4M	-$2.44M	3	0.12%	Reduced
450	Fifth Third Bancorp Cincinnati, Ohio	$10.4M	-$13.2K	7	0.08%	Reduced