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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
176	Tocqueville Asset Management New York	$57.4M	+$2.91M	6	0.76%	Increased
177	HSBC Holdings London, United Kingdom	$57.4M	+$7.68M	4	0.14%	Increased
178	GC GMT Capital Atlanta, Georgia	$57.3M	-$7.46M	1	1.24%	Reduced
179	Sit Investment Associates Minneapolis, Minnesota	$56.9M	+$3.82M	1	1%	Increased
180	NCGI Next Century Growth Investors Plymouth, Minnesota	$56.6M	+$6.24M	2	1.68%	Increased
181	Adage Capital Partners Boston, Massachusetts	$56.4M	-$60.9M	2	0.15%	Reduced
182	Gabelli Funds Rye, New York	$55.8M	-$3.95M	4	0.29%	Reduced
183	Nuveen Charlotte, North Carolina	$54.9M	-$5.99M	7	0.33%	Reduced
184	PM Pembroke Management Montreal, Quebec, Canada	$54.7M	-$269K	1	4.53%	Reduced
185	LCP Lombardia Capital Partners Pasadena, California	$54.4M	-$539K	2	1.49%	Reduced
186	Williams Jones & Associates New York	$54.3M	+$34.7M	2	1.09%	Increased
187	Public Employees Retirement Association of Colorado Denver, Colorado	$54.2M	-$1.36M	8	0.46%	Reduced
188	IAM Impax Asset Management Portsmouth, New Hampshire	$52.3M	+$1.59M	4	3.35%	Increased
189	TD Asset Management Toronto, Ontario, Canada	$52.1M	-$3.71M	4	0.09%	Reduced
190	Lyrical Asset Management New York	$50.7M	+$6.44M	1	2.84%	Increased
191	Gateway Investment Advisers Cincinnati, Ohio	$50.3M	-$1.35M	2	0.41%	Reduced
192	US Bancorp Minneapolis, Minnesota	$49.4M	-$3.8M	17	0.2%	Reduced
193	Trillium Asset Management Boston, Massachusetts	$49.2M	+$3.56M	4	4.62%	Increased
194	ACM Argent Capital Management St Louis, Missouri	$48.5M	-$37.3M	2	2.66%	Reduced
195	CCM Cupps Capital Management Chicago, Illinois	$47.8M	+$14M	2	3.66%	Increased
196	Teacher Retirement System of Texas Austin, Texas	$47.3M	-$2.71M	11	0.43%	Reduced
197	SAM Sentinel Asset Management Montpelier, Vermont	$46.3M	+$18.4M	3	0.92%	Increased
198	FMA Fiduciary Management Associates Chicago, Illinois	$46.3M	-$2.81M	3	3.08%	Reduced
199	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$45.6M	+$20M	1	2.92%	Increased
200	CIM Corbyn Investment Management Lutherville, Maryland	$45.3M	-$125K	2	7.44%	Reduced