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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
226	Janney Montgomery Scott Philadelphia, Pennsylvania	$34.1M	-$971K	6	0.43%	Reduced
227	Zurich Cantonal Bank Zurich, Switzerland	$33.9M	-$4.86M	12	0.33%	Reduced
228	Gateway Investment Advisers Cincinnati, Ohio	$33.8M	-$7.82M	4	0.3%	Reduced
229	State of Tennessee, Department of Treasury Nashville, Tennessee	$33.7M	-$1.4M	6	0.16%	Reduced
230	Tudor Investment Corp Stamford, Connecticut	$33.6M	+$13.9M	5	1.02%	Increased
231	Trillium Asset Management Boston, Massachusetts	$33.4M	+$736K	4	1.99%	Increased
232	Natixis Paris, France	$33.2M	+$7.39M	5	0.38%	Increased
233	PCM Polaris Capital Management Boston, Massachusetts	$32.4M	+$528K	1	1.91%	Increased
234	South Texas Money Management San Antonio, Texas	$31.5M	-$276K	1	1.55%	Reduced
235	WIC Willis Investment Counsel Gainesville, Georgia	$31M	+$2.41M	2	2.34%	Increased
236	NSCM New South Capital Management Memphis, Tennessee	$30.9M	+$96.2K	1	0.73%	Increased
237	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$30.8M	$0	1	0.42%	Maintained
238	CIM Corbyn Investment Management Lutherville, Maryland	$30.8M	+$5.83M	3	9.64%	Increased
239	LSCM Light Street Capital Management Palo Alto, California	$30.7M	-$15.5M	1	2.17%	Reduced
240	Crawford Investment Counsel Atlanta, Georgia	$30.6M	+$25.9M	2	1.05%	Increased
241	LPC Lion Point Capital New York	$30.6M	-$10.8M	1	4.24%	Reduced
242	Gabelli Funds Rye, New York	$30.4M	-$1.9M	4	0.18%	Reduced
243	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$30.2M	$0	1	12.71%	Maintained
244	ORIO Old Republic International (ORI) Chicago, Illinois	$29.4M	$0	1	0.96%	Maintained
245	UBS O'Connor Chicago, Illinois	$29.4M	-$9.78M	2	0.48%	Reduced
246	Hancock Whitney Gulfport, Mississippi	$29.3M	-$42.5K	4	1.24%	Reduced
247	Castleark Management Chicago, Illinois	$28.9M	+$13.5M	3	0.94%	Increased
248	DekaBank Deutsche Girozentrale Frankfurt, Germany	$28.8M	+$5.33M	6	0.23%	Increased
249	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$28.7M	+$1.26M	2	3.69%	Increased
250	JP Morgan Private Wealth Advisors San Francisco, California	$28.7M	-$1.15M	6	0.22%	Reduced