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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
401	Ferguson Wellman Capital Management Portland, Oregon	$9.77M	+$2.73M	1	0.42%	Increased
402	CEP Chicago Equity Partners Chicago, Illinois	$9.76M	+$942K	6	0.27%	Increased
403	Bridgeway Capital Management Houston, Texas	$9.73M	+$2.16K	5	0.14%	Increased
404	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.59M	+$1.69M	7	0.34%	Increased
405	RCYC Richard C. Young & Co Newport, Rhode Island	$9.55M	+$178K	1	2.07%	Increased
406	VHMC Value Holdings Management Company Hampton Bays, New York	$9.55M	+$18.9K	2	5.61%	Increased
407	LPU Lansdowne Partners (UK) London, United Kingdom	$9.54M	+$9.39M	1	0.08%	New
408	Fifth Third Bancorp Cincinnati, Ohio	$9.41M	+$2.6M	8	0.08%	Increased
409	Creative Planning Overland Park, Kansas	$9.37M	-$118K	15	0.06%	Reduced
410	Virtu KCG Holdings New York	$9.36M	+$128K	11	0.22%	Increased
411	Mutual of America Capital Management New York	$9.3M	+$2.19M	4	0.19%	Increased
412	CG Cutler Group San Francisco, California	$9.3M	+$2.38M	8	0.42%	Increased
413	Eventide Asset Management Boston, Massachusetts	$9.19M	-$8.79M	3	0.56%	Reduced
414	CC Cipher Capital New York	$9.18M	-$3.97M	3	0.57%	Reduced
415	Pictet Asset Management (UK) London, United Kingdom	$9.16M	-$19.6M	2	0.03%	Reduced
416	WHI William Harris Investors Chicago, Illinois	$9.14M	$0	1	2.47%	Maintained
417	PP Prospector Partners Guilford, Connecticut	$9.11M	+$181K	2	1.45%	Increased
418	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.08M	-$768K	5	0.1%	Reduced
419	Jane Street New York	$9.08M	-$1.66M	8	0.04%	Reduced
420	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.04M	+$1.51M	3	0.22%	Increased
421	1M 13D Management New York	$8.99M	-$1.26M	1	3.75%	Reduced
422	GAMCO Investors Greenwich, Connecticut	$8.98M	-$848K	5	0.06%	Reduced
423	RCIM Russell Clark Investment Management London, United Kingdom	$8.96M	-$3.18M	1	1.9%	Reduced
424	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.92M	+$313K	4	0.18%	Increased
425	Wilmington Savings Fund Society Wilmington, Delaware	$8.91M	+$6.83K	1	0.56%	Increased