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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	RIM Ranger Investment Management Dallas, Texas	$51.4M	-$8.9M	1	2.72%	Reduced
177	Credit Agricole Montrouge Cedex, France	$50.2M	+$2.97M	5	0.21%	Increased
178	ORI Oak Ridge Investments Chicago, Illinois	$49.9M	-$764K	2	1.3%	Reduced
179	Westfield Capital Management Boston, Massachusetts	$49.9M	+$6.05M	1	0.3%	Increased
180	SAM Sentinel Asset Management Montpelier, Vermont	$49.7M	+$6.26M	3	1.03%	Increased
181	CRCP Copper Rock Capital Partners Boston, Massachusetts	$49.7M	+$39.2M	3	5.42%	Increased
182	NIMC NWQ Investment Management Company Los Angeles, California	$48.8M	+$17.2M	3	0.54%	Increased
183	GC GMT Capital Atlanta, Georgia	$48.4M	$0	1	1.04%	Maintained
184	Stifel Financial St. Louis, Missouri	$48.3M	-$12.1M	9	0.42%	Reduced
185	Findlay Park Partners London, United Kingdom	$47.9M	+$51M	1	0.51%	New
186	Commerzbank Aktiengesellschaft Frankfurt, Germany	$47.1M	-$1.1M	6	0.19%	Reduced
187	Factory Mutual Insurance Waltham, Massachusetts	$45.5M	-$1.98M	1	0.63%	Reduced
188	CAIMH Central Asset Investments & Management Holdings Hong Kong	$45.2M	+$33.3M	2	27.27%	Increased
189	Gabelli Funds Rye, New York	$45.1M	+$1.06M	5	0.23%	Increased
190	ACM Argent Capital Management St Louis, Missouri	$44.6M	-$1.97M	1	2.45%	Reduced
191	TD Asset Management Toronto, Ontario, Canada	$43.3M	-$6.74M	5	0.07%	Reduced
192	Gotham Asset Management New York	$43.2M	-$22M	7	0.43%	Reduced
193	Chartwell Investment Partners Berywn, Pennsylvania	$42.9M	+$10.2M	1	0.97%	Increased
194	Gateway Investment Advisers Cincinnati, Ohio	$42.8M	-$1.93M	3	0.34%	Reduced
195	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$42.1M	+$47.1M	1	0.57%	New
196	Korea Investment Corp Seoul, South Korea	$41.8M	+$7.73M	2	0.34%	Increased
197	Cambiar Investors Denver, Colorado	$41.4M	+$45.1M	1	0.59%	New
198	GP GLG Partners London, United Kingdom	$41.1M	+$42.6M	3	0.94%	Increased
199	Teacher Retirement System of Texas Austin, Texas	$40.9M	-$25.6K	11	0.34%	Reduced
200	Mondrian Investment Partners London, United Kingdom	$40.6M	+$3.03M	1	0.56%	Increased