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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	Vaughan Nelson Investment Management Houston, Texas	$39.7M	+$436K	1	0.57%	Increased
177	HCM Hodges Capital Management Dallas, Texas	$39.1M	+$641K	1	1.6%	Increased
178	Perkins Investment Management Chicago, Illinois	$39.1M	-$35.5M	1	0.56%	Reduced
179	Factory Mutual Insurance Waltham, Massachusetts	$39.1M	+$4.43M	1	0.53%	Increased
180	NIMC NWQ Investment Management Company Los Angeles, California	$38.4M	+$275K	1	0.59%	Increased
181	Nuveen Charlotte, North Carolina	$37.4M	+$2.8M	5	0.21%	Increased
182	Bank of Montreal Toronto, Ontario, Canada	$36.2M	-$19.6K	14	0.05%	Reduced
183	HI Honeywell International Charlotte, North Carolina	$36.2M	-$2.51M	1	0.98%	Reduced
184	Sterling Capital Management Charlotte, North Carolina	$35.8M	+$37.7M	5	0.32%	Increased
185	PP PDT Partners New York	$35.3M	+$3.69M	5	0.79%	Increased
186	State of Tennessee, Department of Treasury Nashville, Tennessee	$35M	-$3.93M	3	0.22%	Reduced
187	AFG American Financial Group Cincinnati, Ohio	$34.5M	+$34.6M	4	2.5%	Increased
188	Cambiar Investors Denver, Colorado	$34.2M	+$159K	1	0.51%	Increased
189	Zurich Cantonal Bank Zurich, Switzerland	$34.1M	+$4.59M	13	0.48%	Increased
190	Adage Capital Partners Boston, Massachusetts	$34.1M	-$3.38M	3	0.09%	Reduced
191	MDSL M.D. Sass LLC New York	$33.9M	+$35.6M	1	1.87%	New
192	Raymond James & Associates St Petersburg, Florida	$33.6M	-$27.3M	9	0.14%	Reduced
193	Renaissance Technologies New York	$33.5M	-$36.3M	11	0.08%	Reduced
194	Federated Hermes Pittsburgh, Pennsylvania	$33.4M	-$30.9M	7	0.11%	Reduced
195	DS Dudley & Shanley Palm Beach, Florida	$33.4M	-$6.74M	2	7.41%	Reduced
196	Van Berkom & Associates Montreal, Quebec, Canada	$33.4M	+$27.8M	1	1.67%	Increased
197	Eventide Asset Management Boston, Massachusetts	$33.1M	+$121K	4	1.93%	Increased
198	Edmond de Rothschild Asset Management (France) Paris, France	$32.9M	+$23.4M	2	1.09%	Increased
199	NRC North Run Capital Boston, Massachusetts	$32.7M	+$12.8M	1	3.21%	Increased
200	Tocqueville Asset Management New York	$32.5M	-$6.57M	6	0.43%	Reduced