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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	VVP Vulcan Value Partners Birmingham, Alabama	$41M	-$1.22M	1	0.52%	Reduced
427	ZCM Ziegler Capital Management Chicago, Illinois	$41M	+$3.11M	5	1.62%	Increased
428	SLM Snow Lake Management Menlo Park, California	$40.8M	+$41.9M	1	24.24%	New
429	Tower Research Capital (TRC) New York	$40.7M	-$616K	36	1.3%	Reduced
430	Capricorn Investment Group Palo Alto, California	$40.7M	$0	1	8.76%	Maintained
431	Alpha Cubed Investments Irvine, California	$40.6M	-$321K	3	2.94%	Reduced
432	Ancora Advisors Cleveland, Ohio	$40.6M	+$1.02M	10	1.15%	Increased
433	RCW Rheos Capital Works Tokyo, Japan	$40.5M	+$21M	2	2.25%	Increased
434	Brinker Capital Investments Berwyn, Pennsylvania	$40.2M	+$21.7M	7	0.5%	Increased
435	Orion Portfolio Solutions Omaha, Nebraska	$40.2M	+$17.5M	7	0.5%	Increased
436	YCM Yaupon Capital Management New York	$40.2M	+$24.6M	6	4.85%	Increased
437	Eastern Bank Boston, Massachusetts	$40.1M	+$5.08M	2	2.02%	Increased
438	GW&K Investment Management Boston, Massachusetts	$39.8M	+$4.27M	2	0.39%	Increased
439	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$39.7M	-$4.86M	3	1.11%	Reduced
440	SB Investment Advisers (UK) London, United Kingdom	$39.7M	$0	1	0.33%	Maintained
441	MAI Capital Management Independence, Ohio	$39.6M	-$848K	7	0.62%	Reduced
442	Stephens Investment Management Group Houston, Texas	$39.1M	+$342K	1	0.65%	Increased
443	Prudential plc London, England, United Kingdom	$39M	+$3.4M	4	0.46%	Increased
444	TIAA FSB Jacksonville, Florida	$38.8M	+$2.69M	4	0.14%	Increased
445	VSAM Value Star Asset Management Hong Kong	$38.8M	+$32.7M	1	15.19%	New
446	LI Leeward Investments Boston, Massachusetts	$38.4M	-$958K	2	1.75%	Reduced
447	Ameritas Investment Partners Lincoln, Nebraska	$38.3M	-$852K	23	1.52%	Reduced
448	Granahan Investment Management Waltham, Massachusetts	$38M	+$24.8M	2	1.16%	Increased
449	IEQ Capital Foster City, California	$37.9M	+$5.77M	4	0.88%	Increased
450	SCM Sandler Capital Management New York	$37.9M	-$34.5M	2	3.46%	Reduced