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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
151	Harris Associates Chicago, Illinois	$69.4M	+$11.1M	2	0.13%	Increased
152	Brandywine Global Investment Management Philadelphia, Pennsylvania	$68.8M	+$2.64M	6	0.48%	Increased
153	ORIO Old Republic International (ORI) Chicago, Illinois	$68.8M	$0	2	1.78%	Maintained
154	AIG American International Group New York	$68.1M	-$2.48K	19	0.27%	Reduced
155	Van Berkom & Associates Montreal, Quebec, Canada	$68M	+$12M	1	1.97%	Increased
156	KBC Group Brussels, Belgium	$67.6M	+$12.9M	13	0.52%	Increased
157	LCM Lomas Capital Management New York	$67.2M	+$42.5M	1	7.22%	Increased
158	Factory Mutual Insurance Waltham, Massachusetts	$66.6M	$0	1	0.8%	Maintained
159	Crawford Investment Counsel Atlanta, Georgia	$66.3M	+$1.73M	3	1.87%	Increased
160	Hamlin Capital Management New York	$65.7M	-$53.3M	1	2.82%	Reduced
161	Bahl & Gaynor Cincinnati, Ohio	$65.1M	+$48.1M	2	0.48%	Increased
162	Luther King Capital Management (LKCM) Fort Worth, Texas	$63.9M	-$1.11M	1	0.47%	Reduced
163	US Bancorp Minneapolis, Minnesota	$62.1M	+$2.06M	18	0.17%	Increased
164	Holocene Advisors New York	$61.7M	+$57.6M	5	0.79%	Increased
165	Mairs & Power Inc St Paul, Minnesota	$61.6M	+$8.47M	1	0.74%	Increased
166	SEP Soma Equity Partners San Francisco, California	$61.5M	+$17.5M	1	4.61%	Increased
167	Retirement Systems of Alabama Montgomery, Alabama	$60.3M	-$6.42M	6	0.28%	Reduced
168	HAM HHR Asset Management Berkeley Heights, New Jersey	$60.3M	+$31.6M	1	4.51%	Increased
169	Loomis, Sayles & Company Boston, Massachusetts	$59.8M	+$4.12M	4	0.11%	Increased
170	Fiduciary Management Inc Milwaukee, Wisconsin	$59.6M	+$8.17M	1	0.38%	Increased
171	Davenport & Co Richmond, Virginia	$58.7M	+$350K	2	0.7%	Increased
172	Balyasny Asset Management Chicago, Illinois	$58.3M	+$12.3M	8	0.37%	Increased
173	Johnson Investment Counsel Cincinnati, Ohio	$55.9M	+$5.67M	6	1.16%	Increased
174	SCM Steadfast Capital Management New York	$55.5M	+$58M	1	0.74%	New
175	SAM Scopus Asset Management New York	$55.4M	+$4.37M	3	1.58%	Increased