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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	RS Investment Management San Francisco, California	$32.2M	+$5.18M	1	0.29%	Increased
202	CIM Corbyn Investment Management Lutherville, Maryland	$32.2M	-$2.58M	3	8.23%	Reduced
203	Mondrian Investment Partners London, United Kingdom	$32.1M	+$41.9K	2	0.68%	Increased
204	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$31.9M	-$5.54M	9	0.2%	Reduced
205	RIM Ranger Investment Management Dallas, Texas	$31.9M	-$1.53M	1	1.8%	Reduced
206	HCM Hahn Capital Management Walnut Creek, California	$31.8M	+$872K	1	3.15%	Increased
207	Chevy Chase Trust Bethesda, Maryland	$31.6M	+$2.76M	4	0.2%	Increased
208	Obermeyer Wealth Partners Aspen, Colorado	$31.1M	-$122K	1	3.28%	Reduced
209	SCM SKBA Capital Management San Francisco, California	$30.9M	+$1.77M	1	2.65%	Increased
210	Eaton Vance Management Boston, Massachusetts	$30.4M	-$8.63M	3	0.09%	Reduced
211	Gateway Investment Advisers Cincinnati, Ohio	$30.2M	-$65.3K	3	0.27%	Reduced
212	British Columbia Investment Management Victoria, British Columbia, Canada	$29.3M	+$1.79M	3	0.3%	Increased
213	LCP Lombardia Capital Partners Pasadena, California	$29M	+$1.92M	2	1.39%	Increased
214	Davenport & Co Richmond, Virginia	$29M	+$753K	3	0.49%	Increased
215	Impax Asset Management (UK) London, United Kingdom	$28.6M	+$205K	3	1.98%	Increased
216	AIG American International Group New York	$28.3M	-$94.8K	19	0.12%	Reduced
217	Aperio Group Sausalito, California	$27.7M	+$472K	7	0.28%	Increased
218	JP Morgan Private Wealth Advisors San Francisco, California	$27.6M	-$6.4M	5	0.35%	Reduced
219	Janus Henderson Group London,	$27.6M	+$7.62M	2	0.24%	Increased
220	ICOM Investment Counselors of Maryland Baltimore, Maryland	$27.5M	-$5.29M	3	1.61%	Reduced
221	JCM Janney Capital Management Pittsburgh, Pennsylvania	$27.2M	+$273K	1	1.23%	Increased
222	Boston Trust Walden Boston, Massachusetts	$27.2M	-$2.92M	3	0.45%	Reduced
223	Voloridge Investment Management Jupiter, Florida	$27.1M	+$31.1M	2	1.28%	New
224	Aviva London, United Kingdom	$26.4M	-$2.12M	3	0.22%	Reduced
225	Kornitzer Capital Management Shawnee Mission, Kansas	$26.3M	-$1.37M	3	0.42%	Reduced