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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
126	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$75.8M	-$40.3M	1	0.78%	Reduced
127	Perkins Investment Management Chicago, Illinois	$75.5M	+$72.3M	1	0.71%	Increased
128	Bessemer Group Woodbridge, New Jersey	$75.2M	-$828K	8	0.41%	Reduced
129	SC Stralem & Co New York	$73.6M	-$9.3M	1	3.42%	Reduced
130	Barclays London, United Kingdom	$71.8M	-$7.83M	18	0.07%	Reduced
131	Waddell & Reed Financial Overland Park, Kansas	$71.4M	+$5.17M	2	0.1%	Increased
132	Schroder Investment Management Group London, United Kingdom	$70.8M	-$87.8M	9	0.14%	Reduced
133	HI Honeywell International Charlotte, North Carolina	$69.7M	+$4.83M	2	1.59%	Increased
134	Haverford Trust Company Radnor, Pennsylvania	$69.6M	+$1.41M	1	1.95%	Increased
135	Glenmede Trust Philadelphia, Pennsylvania	$69.5M	-$11.9M	9	0.54%	Reduced
136	Swiss National Bank Zurich, Switzerland	$69.4M	+$1.57M	13	0.26%	Increased
137	DnB Asset Management Oslo, Norway	$68.6M	+$9.63M	3	1.55%	Increased
138	LM Luminus Management Houston, Texas	$67.6M	+$62.5M	4	2.33%	Increased
139	NFA Nationwide Fund Advisors Columbus, Ohio	$67.5M	+$1.59M	15	0.29%	Increased
140	Fiduciary Management Inc Milwaukee, Wisconsin	$67.4M	-$1.96M	1	0.34%	Reduced
141	Disciplined Growth Investors Minneapolis, Minnesota	$67.4M	-$8.81M	1	1.6%	Reduced
142	KIG Kovitz Investment Group Chicago, Illinois	$67.2M	+$45.6M	2	3.31%	Increased
143	ING Group Amsterdam, Netherlands	$65.9M	+$2.07M	3	0.31%	Increased
144	Miller Howard Investments Kingston, New York	$65.5M	-$1.96M	3	1.01%	Reduced
145	ACM Atlanta Capital Management Atlanta, Georgia	$65.1M	-$3.07M	1	0.45%	Reduced
146	SCM Snow Capital Management Sewickley, Pennsylvania	$64.6M	+$6.63M	1	1.94%	Increased
147	SM Stratton Management King Of Prussia, Pennsylvania	$64.6M	-$5.94M	4	2.66%	Reduced
148	AGF Investments Inc Toronto, Ontario, Canada	$64M	+$3.09M	3	0.68%	Increased
149	Lord, Abbett & Co Jersey City, New Jersey	$63.7M	-$32.2M	6	0.16%	Reduced
150	Cooke & Bieler Philadelphia, Pennsylvania	$63.5M	+$61.6M	1	1.41%	New