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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
251	ORIO Old Republic International (ORI) Chicago, Illinois	$22.6M	+$3.07M	1	1.01%	Increased
252	Capital Fund Management (CFM) Paris, France	$22.3M	+$10.5M	7	0.21%	Increased
253	Hermes Investment Management London Uk, United Kingdom	$21.8M	+$3.68M	1	0.44%	Increased
254	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$21.4M	+$8.46M	1	3.3%	Increased
255	Kennedy Capital Management St Louis, Missouri	$21.3M	-$3.41M	5	0.43%	Reduced
256	SM Seminole Management New York	$21.3M	+$21.9M	1	2.16%	New
257	Alyeska Investment Group Chicago, Illinois	$21.2M	+$20.5M	1	0.2%	Increased
258	Capital International Los Angeles, California	$21.2M	-$2.46M	1	1.54%	Reduced
259	AIM Avity Investment Management Greenwich, Connecticut	$21M	+$1.16M	1	3.37%	Increased
260	Moore Capital Management New York	$21M	-$9.41M	1	0.82%	Reduced
261	FMW Farr Miller & Washington Washington, District of Columbia	$20.7M	+$216K	1	2.33%	Increased
262	Masters Capital Management Atlanta, Georgia	$20.7M	+$22.1M	1	0.61%	New
263	VFA Virtus Fund Advisers Hartford, Connecticut	$20.6M	-$25.2M	2	0.18%	Reduced
264	DL Delta Lloyd Amsterdam, Netherlands	$20.3M	-$1.46M	2	0.68%	Reduced
265	CAM Cortina Asset Management Milwaukee, Wisconsin	$20.2M	+$12.2M	2	0.92%	Increased
266	RCM Rutabaga Capital Management Boston, Massachusetts	$20.1M	-$2.77M	1	3.76%	Reduced
267	HBK Investments Dallas, Texas	$20.1M	+$6.47M	9	0.15%	Increased
268	TPSF Texas Permanent School Fund Austin, Texas	$19.9M	-$1.4M	8	0.26%	Reduced
269	Paradigm Capital Management Inc Albany, New York	$19.8M	-$112K	1	2.42%	Reduced
270	JP Morgan Private Wealth Advisors San Francisco, California	$19.8M	-$4.2M	9	0.19%	Reduced
271	BCM Billings Capital Management Arlington, Virginia	$19.8M	+$1.94M	1	21.07%	Increased
272	Commerce Bank Kansas City, Missouri	$19.7M	+$6.13M	5	0.31%	Increased
273	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$19.7M	+$1.21M	2	0.6%	Increased
274	PGGM Investments Zeist, Netherlands	$19.6M	+$949K	1	0.1%	Increased
275	Douglas Lane & Associates New York	$19.4M	-$2.21M	2	0.56%	Reduced