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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
451	Jefferies Group New York	$29.8M	+$18.2M	7	0.19%	Increased
452	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$29.7M	-$859K	2	1.82%	Reduced
453	Synovus Financial Columbus, Georgia	$29.3M	-$294K	4	0.29%	Reduced
454	Nippon Life Global Investors Americas New York	$29.1M	-$651K	2	1.45%	Reduced
455	Peregrine Capital Management Minneapolis, Minnesota	$28.6M	-$10.1M	2	0.51%	Reduced
456	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$28.6M	+$125K	6	0.5%	Increased
457	South Dakota Investment Council Sioux Falls, South Dakota	$28.4M	-$3.8M	6	0.5%	Reduced
458	SIM Sadoff Investment Management Milwaukee, Wisconsin	$28.2M	-$123K	1	1.88%	Reduced
459	Yacktman Asset Management Austin, Texas	$28.2M	-$2.47M	2	0.27%	Reduced
460	WCM Investment Management Laguna Beach, California	$28M	+$1.64M	1	0.07%	Increased
461	SAM Soviero Asset Management New York	$27.8M	+$409K	1	2.45%	Increased
462	MAM Meeder Asset Management Dublin, Ohio	$27.7M	-$4.25M	17	1.29%	Reduced
463	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$27.6M	+$315K	14	0.28%	Increased
464	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$27.5M	-$4.06M	3	2.43%	Reduced
465	MC Muhlenkamp & Co Wexford, Pennsylvania	$27.2M	+$80.4K	2	9.96%	Increased
466	SGAM Smith Group Asset Management Dallas, Texas	$27.1M	-$336K	3	1.33%	Reduced
467	MAI Capital Management Independence, Ohio	$27M	+$517K	3	0.54%	Increased
468	Capital Advisors Inc Tulsa, Oklahoma	$26.8M	-$4.94M	2	0.8%	Reduced
469	NIM Northeast Investment Management Boston, Massachusetts	$26.7M	+$1.92M	2	1.44%	Increased
470	BOTW Bank of the West Monterey Park, California	$26.7M	+$24.3M	2	2.72%	Increased
471	KMC Kirr Marbach & Co Columbus, Indiana	$26.6M	-$1.09M	2	7.55%	Reduced
472	SCM Snow Capital Management Sewickley, Pennsylvania	$26.4M	+$710K	2	3.75%	Increased
473	TC Tsai Capital New York	$26.3M	+$246K	1	24.14%	Increased
474	Advisors Capital Management Ridgewood, New Jersey	$26.3M	+$14.8M	2	0.83%	Increased
475	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$26.2M	+$7.66M	1	0.85%	Increased