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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
426	GAI General American Investors New York	$12.8M	$0	1	1.22%	Maintained
427	GL Governors Lane New York	$12.8M	-$2.53M	1	1.01%	Reduced
428	Discovery Capital Management South Norwalk, Connecticut	$12.8M	-$20M	1	1.22%	Reduced
429	VHMC Value Holdings Management Company Hampton Bays, New York	$12.8M	$0	2	4.15%	Maintained
430	PP Prospector Partners Guilford, Connecticut	$12.6M	+$24.3K	2	1.73%	Increased
431	HRT Financial New York	$12.6M	+$3.7M	7	0.79%	Increased
432	PIA Piedmont Investment Advisors Durham, North Carolina	$12.6M	+$1.07M	7	0.5%	Increased
433	Candriam SCA Strassen, Luxembourg, Luxembourg	$12.5M	-$3.25M	4	0.16%	Reduced
434	PC Periscope Capital Toronto, Ontario, Canada	$12.4M	-$1.28M	2	1.78%	Reduced
435	Pacer Advisors Malvern, Pennsylvania	$12.4M	+$6.77M	8	0.3%	Increased
436	MPAM Monarch Partners Asset Management Boston, Massachusetts	$12.3M	-$1.17M	2	1.77%	Reduced
437	Royal London Asset Management United Kingdom	$12.3M	-$16.5M	1	0.12%	Reduced
438	Fifth Third Bancorp Cincinnati, Ohio	$12.3M	-$1.24M	10	0.08%	Reduced
439	SCM SKBA Capital Management San Francisco, California	$12.2M	-$243K	1	1.94%	Reduced
440	TAM Third Avenue Management New York	$12M	$0	1	1.01%	Maintained
441	NRS Neville Rodie & Shaw New York	$12M	+$531K	3	1.27%	Increased
442	Ameritas Investment Partners Lincoln, Nebraska	$12M	+$201K	18	0.55%	Increased
443	Truist Financial Charlotte, North Carolina	$12M	+$2.23M	6	0.21%	Increased
444	MC Martin Currie Edinburgh, United Kingdom	$11.9M	+$2.27K	1	0.85%	Increased
445	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$11.9M	+$145K	8	0.12%	Increased
446	DA Denali Advisors San Diego, California	$11.8M	+$1.07M	1	1.77%	Increased
447	RCM Riverhead Capital Management Wilmington, Delaware	$11.8M	-$5.71M	9	0.44%	Reduced
448	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$11.8M	+$1.44M	13	0.17%	Increased
449	AGC Angelo Gordon & Co New York	$11.7M	-$2.26M	1	1.34%	Reduced
450	Mercer Global Advisors Denver, Colorado	$11.5M	+$594K	5	0.31%	Increased