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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	Comerica Bank Dallas, Texas	$46.6M	+$527K	12	0.35%	Increased
177	VVP Vulcan Value Partners Birmingham, Alabama	$46.4M	+$2.18M	1	0.4%	Increased
178	Folketrygdfondet Oslo Norway, Norway	$46.3M	+$15.9M	1	1.82%	Increased
179	Chevy Chase Trust Bethesda, Maryland	$44.9M	-$276K	4	0.22%	Reduced
180	MP Makaira Partners La Jolla, California	$44.2M	-$55.9M	1	6.63%	Reduced
181	US Bancorp Minneapolis, Minnesota	$44.2M	+$855K	16	0.15%	Increased
182	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$44.1M	-$2.34M	1	1.82%	Reduced
183	KBC Group Brussels, Belgium	$44M	-$2.28M	10	0.4%	Reduced
184	Factory Mutual Insurance Waltham, Massachusetts	$43.6M	-$1.78M	1	0.52%	Reduced
185	Retirement Systems of Alabama Montgomery, Alabama	$43.6M	-$3.2M	4	0.24%	Reduced
186	Balyasny Asset Management Chicago, Illinois	$43M	-$15.5M	6	0.2%	Reduced
187	GA Glenhill Advisors New York	$42.2M	+$40.4M	1	3.27%	New
188	Aviva London, United Kingdom	$41.9M	-$3.41M	2	0.24%	Reduced
189	Fiduciary Management Inc Milwaukee, Wisconsin	$41.8M	-$24.4M	1	0.24%	Reduced
190	Seizert Capital Partners Birmingham, Michigan	$41.2M	-$7.26M	2	1.46%	Reduced
191	LM Luminus Management Houston, Texas	$41.1M	-$11.5M	3	1.06%	Reduced
192	Davenport & Co Richmond, Virginia	$41M	-$80.1K	3	0.59%	Reduced
193	LHC Lodge Hill Capital New York	$40.7M	+$38.7M	1	2.91%	New
194	Aberdeen Asset Management Aberdeen, United Kingdom	$40.3M	+$3.75M	2	0.14%	Increased
195	Jacobs Levy Equity Management Florham Park, New Jersey	$40.1M	+$9.62M	9	0.81%	Increased
196	Gateway Investment Advisers Cincinnati, Ohio	$39.4M	-$3.17M	4	0.36%	Reduced
197	UBS O'Connor Chicago, Illinois	$39.3M	+$12.6M	3	0.66%	Increased
198	Luther King Capital Management (LKCM) Fort Worth, Texas	$39.1M	+$3.47M	4	0.36%	Increased
199	PCM Polaris Capital Management Boston, Massachusetts	$38.7M	+$98.1K	1	2.75%	Increased
200	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$38.7M	-$5.81M	1	0.59%	Reduced