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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	Cambiar Investors Denver, Colorado	$44.7M	-$536K	1	0.63%	Reduced
202	RIM Ranger Investment Management Dallas, Texas	$43.7M	-$826K	1	2.13%	Reduced
203	CIM Corbyn Investment Management Lutherville, Maryland	$42.6M	+$2.97M	3	9.3%	Increased
204	HCM Hodges Capital Management Dallas, Texas	$42.5M	+$6.14M	1	1.55%	Increased
205	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$42.5M	+$5.55M	9	0.24%	Increased
206	Zurich Cantonal Bank Zurich, Switzerland	$41.8M	+$9.35M	11	0.58%	Increased
207	William Blair & Company Chicago, Illinois	$41.7M	+$7.98M	5	0.06%	Increased
208	Vaughan Nelson Investment Management Houston, Texas	$41.7M	+$515K	1	0.59%	Increased
209	CCA Canyon Capital Advisors Dallas, Texas	$41.6M	+$20.5M	2	1.1%	Increased
210	Obermeyer Wealth Partners Aspen, Colorado	$41.1M	+$8M	1	3.51%	Increased
211	Gabelli Funds Rye, New York	$41M	-$3.94M	5	0.21%	Reduced
212	Westwood Holdings Group Dallas, Texas	$40.9M	-$7.37M	1	0.31%	Reduced
213	JP Morgan Private Wealth Advisors San Francisco, California	$39.2M	+$1.84M	6	0.45%	Increased
214	SCM SKBA Capital Management San Francisco, California	$38.6M	+$7.06K	1	3.02%	Increased
215	QAM Quentec Asset Management New York	$38.4M	-$4.52M	2	7.7%	Reduced
216	CAIMH Central Asset Investments & Management Holdings Hong Kong	$37.9M	+$2.23M	2	37.17%	Increased
217	Mondrian Investment Partners London, United Kingdom	$37.9M	+$34K	1	0.64%	Increased
218	Gateway Investment Advisers Cincinnati, Ohio	$37.8M	+$2.01M	3	0.32%	Increased
219	JP Jana Partners New York	$37.1M	+$38.8M	1	0.22%	New
220	FMA Fiduciary Management Associates Chicago, Illinois	$37M	+$18.8M	2	2.17%	Increased
221	Boston Trust Walden Boston, Massachusetts	$36.9M	+$3.1M	3	0.56%	Increased
222	HCM Hahn Capital Management Walnut Creek, California	$36.9M	-$3.95M	1	3.56%	Reduced
223	Chevy Chase Trust Bethesda, Maryland	$36.9M	-$4.52M	4	0.22%	Reduced
224	ICOM Investment Counselors of Maryland Baltimore, Maryland	$36.9M	+$4.89M	3	1.71%	Increased
225	Davenport & Co Richmond, Virginia	$36.6M	+$334K	3	0.57%	Increased