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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
301	SC Shellback Capital Boston, Massachusetts	$19.8M	-$61.3M	2	3.59%	Reduced
302	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$19.8M	+$8.21M	4	0.13%	Increased
303	1M 13D Management New York	$19.7M	+$9.35M	2	6.36%	Increased
304	State of Alaska Department of Revenue Juneau, Alaska	$19.6M	+$1.06M	11	0.38%	Increased
305	Pinnacle Associates New York	$19.6M	-$793K	6	0.51%	Reduced
306	Congress Asset Management Boston, Massachusetts	$19.3M	-$2.65M	4	0.29%	Reduced
307	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.2M	+$271K	2	1.1%	Increased
308	HBK Investments Dallas, Texas	$19M	-$12.7M	9	0.2%	Reduced
309	Suntrust Banks Atlanta, Georgia	$19M	-$906K	3	0.11%	Reduced
310	PCM Penn Capital Management Philadelphia, Pennsylvania	$19M	-$3.03M	2	1.88%	Reduced
311	QS Investors New York	$18.7M	-$5.68M	14	0.24%	Reduced
312	HA Heartland Advisors Milwaukee, Wisconsin	$18.6M	-$6.83M	3	1.54%	Reduced
313	Squarepoint New York	$18.4M	+$2.08M	9	0.21%	Increased
314	VanEck Associates New York	$18.3M	-$3.98M	5	0.09%	Reduced
315	BB&T Securities Richmond, Virginia	$18.3M	-$675K	5	0.2%	Reduced
316	Oregon Public Employees Retirement Fund Tigard, Oregon	$18.2M	+$4.63M	11	0.29%	Increased
317	Candriam SCA Strassen, Luxembourg, Luxembourg	$18.2M	+$5.29M	2	0.28%	Increased
318	State of Tennessee, Department of Treasury Nashville, Tennessee	$18.2M	-$24.1M	8	0.1%	Reduced
319	British Columbia Investment Management Victoria, British Columbia, Canada	$18.1M	-$7.08M	2	0.16%	Reduced
320	CAM Cortina Asset Management Milwaukee, Wisconsin	$18M	-$3.19M	2	1.11%	Reduced
321	FTCM Fir Tree Capital Management New York	$18M	$0	1	1.26%	Maintained
322	KMC Kirr Marbach & Co Columbus, Indiana	$17.9M	+$4.33M	3	4.96%	Increased
323	CIM Corbyn Investment Management Lutherville, Maryland	$17.9M	-$118K	4	8.02%	Reduced
324	Xact Kapitalforvaltning Stockholm, Sweden	$17.7M	-$573K	9	0.45%	Reduced
325	Utah Retirement Systems Salt Lake City, Utah	$17.7M	+$286K	8	0.4%	Increased