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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
201	Two Sigma Advisers New York	$42.4M	-$219K	11	0.31%	Reduced
202	Vaughan Nelson Investment Management Houston, Texas	$42.3M	+$4.08M	1	0.64%	Increased
203	MTB Mizuho Trust & Banking Tokyo, Japan	$41.9M	+$13.1M	3	0.14%	Increased
204	Chevy Chase Trust Bethesda, Maryland	$41.5M	+$664K	4	0.25%	Increased
205	Cambiar Investors Denver, Colorado	$41.4M	-$3.55M	1	0.6%	Reduced
206	QAM Quentec Asset Management New York	$41.3M	-$6.92M	2	8.58%	Reduced
207	RIM Ranger Investment Management Dallas, Texas	$40.7M	+$9.24M	1	1.98%	Increased
208	HCM Hahn Capital Management Walnut Creek, California	$40.4M	+$7.67M	1	3.52%	Increased
209	Bessemer Group Woodbridge, New Jersey	$40.4M	-$32M	9	0.2%	Reduced
210	CIM Corbyn Investment Management Lutherville, Maryland	$39.2M	-$8.66M	2	8.77%	Reduced
211	SCM SKBA Capital Management San Francisco, California	$38.9M	$0	1	3.02%	Maintained
212	Mondrian Investment Partners London, United Kingdom	$38.4M	$0	1	0.63%	Maintained
213	SAM Scopus Asset Management New York	$38.3M	+$5M	3	0.76%	Increased
214	ACM Argent Capital Management St Louis, Missouri	$38.2M	+$444K	1	1.73%	Increased
215	Fort Washington Investment Advisors Cincinnati, Ohio	$37.1M	+$8.78M	2	0.74%	Increased
216	Luther King Capital Management (LKCM) Fort Worth, Texas	$36.7M	-$14.9M	3	0.31%	Reduced
217	JP Morgan Private Wealth Advisors San Francisco, California	$36.5M	+$4.12M	7	0.42%	Increased
218	Arrowstreet Capital Boston, Massachusetts	$36.4M	+$28.3M	2	0.22%	Increased
219	Davenport & Co Richmond, Virginia	$36.3M	+$4.07M	3	0.56%	Increased
220	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$36.3M	+$29M	4	0.27%	Increased
221	Credit Agricole Montrouge Cedex, France	$36M	-$13.2M	5	0.16%	Reduced
222	RIM Rainier Investment Management Seattle, Washington	$35.8M	+$2.92M	1	0.72%	Increased
223	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.3M	+$708K	1	1.18%	Increased
224	GC GMT Capital Atlanta, Georgia	$35M	-$6.24M	1	0.85%	Reduced
225	Boston Trust Walden Boston, Massachusetts	$34.9M	+$24.9M	3	0.52%	Increased