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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	Factory Mutual Insurance Waltham, Massachusetts	$66.9M	+$340K	1	1.03%	Increased
152	Diamond Hill Capital Management Columbus, Ohio	$66.7M	+$35.7M	2	0.35%	Increased
153	FS Feinberg Stephen	$65.8M	-$42.2M	1	8.59%	Reduced
154	EWA Evolution Wealth Advisors Aventura, Florida	$65.1M	+$63.4M	4	31.02%	Increased
155	Harris Associates Chicago, Illinois	$64.5M	-$249K	2	0.13%	Reduced
156	NSCM New South Capital Management Memphis, Tennessee	$63.7M	+$48.6M	2	1.91%	Increased
157	Brandywine Global Investment Management Philadelphia, Pennsylvania	$63.5M	-$4.79M	6	0.47%	Reduced
158	US Bancorp Minneapolis, Minnesota	$63.1M	+$2.48M	19	0.17%	Increased
159	CC Carlson Capital Dallas, Texas	$62.7M	-$15.2M	2	1.13%	Reduced
160	Hamlin Capital Management New York	$62M	-$3.52M	1	2.79%	Reduced
161	Bahl & Gaynor Cincinnati, Ohio	$61.1M	-$3.85M	2	0.44%	Reduced
162	Retirement Systems of Alabama Montgomery, Alabama	$60.3M	-$1.41M	6	0.29%	Reduced
163	Squarepoint New York	$59.1M	+$16.6M	15	0.53%	Increased
164	ECP Electron Capital Partners New York	$58.7M	+$35.5M	2	8.6%	Increased
165	DnB Asset Management Oslo, Norway	$58.6M	-$7.42M	2	0.66%	Reduced
166	Two Sigma Investments New York	$58.5M	-$79.8M	13	0.2%	Reduced
167	Davenport & Co Richmond, Virginia	$58M	-$696K	2	0.69%	Reduced
168	Ceredex Value Advisors Orlando, Florida	$57.5M	-$14.7M	3	0.68%	Reduced
169	Loomis, Sayles & Company Boston, Massachusetts	$56.6M	+$1.51M	5	0.11%	Increased
170	Susquehanna International Group Bala Cynwyd, Pennsylvania	$56.2M	-$24.1M	17	0.02%	Reduced
171	Natixis Advisors Boston, Massachusetts	$56.1M	+$7.6M	5	0.45%	Increased
172	Johnson Investment Counsel Cincinnati, Ohio	$55.9M	-$541K	5	1.11%	Reduced
173	Segall Bryant & Hamill Chicago, Illinois	$55M	+$2.31M	6	0.85%	Increased
174	KeyBank National Association Cleveland, Ohio	$54.8M	-$69.8K	5	0.31%	Reduced
175	WC Wexford Capital West Palm Beach, Florida	$54.5M	$0	1	7.59%	Maintained