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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
351	WP WMS Partners Towson, Maryland	$15.1M	+$1.27M	4	1.85%	Increased
352	H Hexavest Montreal, Quebec, Canada	$14.9M	-$611K	3	0.24%	Reduced
353	GAI General American Investors New York	$14.9M	+$2.38M	1	1.23%	Increased
354	AIP ARS Investment Partners New York	$14.7M	+$847K	1	2.73%	Increased
355	KCM Kingdon Capital Management New York	$14.7M	+$5.15M	2	0.62%	Increased
356	PRCM Pine River Capital Management Minnetonka, Minnesota	$14.6M	-$8.98M	3	0.18%	Reduced
357	LPL Financial San Diego, California	$14.5M	+$2.07M	9	0.07%	Increased
358	AL AJO LP Philadelphia, Pennsylvania	$14.4M	+$12.4M	1	0.06%	New
359	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$14.4M	+$11.9M	1	2.16%	New
360	SPC Silver Point Capital Greenwich, Connecticut	$14.1M	+$13.7M	1	1.48%	New
361	Jane Street New York	$14M	+$8.4M	7	0.11%	Increased
362	Capital International Inc Los Angeles, California	$13.9M	-$2.15M	1	1.05%	Reduced
363	Whittier Trust South Pasadena, California	$13.8M	+$909K	5	0.63%	Increased
364	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$13.8M	-$516K	1	1.7%	Reduced
365	TSU TD Securities (USA) New York	$13.8M	-$849K	2	0.21%	Reduced
366	Fjarde Ap-fonden Stockholm, Sweden	$13.4M	-$911K	3	0.31%	Reduced
367	PFC Phocas Financial Corp Alameda, California	$13.4M	-$5.15M	1	0.68%	Reduced
368	ECM Estabrook Capital Management New York	$13.4M	-$708K	1	1.57%	Reduced
369	Meyer Handelman Company Rye Brook, New York	$13.4M	+$34K	2	0.61%	Increased
370	First Eagle Investment Management New York	$13.4M	$0	1	0.03%	Maintained
371	Sentry Investments Toronto, Ontario, Canada	$13.3M	-$6.11M	1	0.17%	Reduced
372	Suntrust Banks Atlanta, Georgia	$13.1M	+$218K	4	0.08%	Increased
373	Emerald Advisers Leola, Pennsylvania	$13M	-$25.5M	2	0.65%	Reduced
374	EULAV Asset Management Sarasota, Florida	$12.9M	-$2.02M	3	0.67%	Reduced
375	Regions Financial Corp Birmingham, Alabama	$12.8M	-$4.71M	5	0.16%	Reduced