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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
626	CIS Connors Investor Services Wyomissing, Pennsylvania	$32.5M	-$4.78M	3	3.38%	Reduced
627	UIA UG Investment Advisers Taipei, Taiwan	$32.4M	+$28.6M	1	10.98%	New
628	BCM Bourgeon Capital Management Darien, Connecticut	$32.2M	-$155K	4	6.3%	Reduced
629	VHMC Value Holdings Management Company Hampton Bays, New York	$32.1M	$0	2	5.87%	Maintained
630	Choreo LLC Rockford, Illinois	$32.1M	+$22.9M	12	0.54%	Increased
631	OP Oslo Pensjonsforsikring Oslo,	$32.1M	-$4.57M	5	4.12%	Reduced
632	PAM Pinpoint Asset Management Hong Kong	$31.9M	+$8.93M	1	4.5%	Increased
633	Thornburg Investment Management Santa Fe, New Mexico	$31.8M	+$430K	3	0.45%	Increased
634	Empowered Funds Havertown, Pennsylvania	$31.8M	+$6.12M	9	0.55%	Increased
635	Bridgeway Capital Management Houston, Texas	$31.6M	-$2.5M	9	0.74%	Reduced
636	First Citizens Bank & Trust Raleigh, North Carolina	$31.4M	+$310K	5	0.59%	Increased
637	PI PFG Investments Woodbury, New York	$31.4M	-$2.09M	7	2.24%	Reduced
638	Dodge & Cox San Francisco, California	$31.4M	+$29M	1	0.02%	New
639	HM Payson & Co Portland, Maine	$31.2M	+$10.8M	9	0.57%	Increased
640	Equitable Holdings New York	$31.1M	+$5.18M	6	0.33%	Increased
641	HCPC Hamilton Capital Partners (Canada) Toronto,	$31M	+$2.53M	1	3.33%	Increased
642	Klingenstein Fields & Co New York	$31M	-$714K	2	1.28%	Reduced
643	Davis Selected Advisers Tucson, Arizona	$30.7M	+$481K	1	0.18%	Increased
644	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$30.6M	+$12.1M	3	0.5%	Increased
645	United Capital Financial Advisors Irving, Texas	$30.6M	+$3.64M	4	0.26%	Increased
646	Oppenheimer Asset Management New York	$30.6M	+$5.07M	9	0.39%	Increased
647	Independent Advisor Alliance Charlotte, North Carolina	$30.5M	+$4.66M	4	1.04%	Increased
648	KC Kadensa Capital Central, Hong Kong	$30.3M	+$14.4M	3	7.15%	Increased
649	Norinchukin Bank Tokyo, Japan	$30.2M	+$2.22M	5	0.86%	Increased
650	RG Renaissance Group Covington, Kentucky	$30.1M	+$31.4M	1	1.18%	New