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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
451	AFG American Financial Group Cincinnati, Ohio	$10.9M	$0	3	0.96%	Maintained
452	TAM THB Asset Management Norwalk, Connecticut	$10.8M	-$633K	2	0.65%	Reduced
453	SCM Suffolk Capital Management New York	$10.7M	-$663K	1	1.33%	Reduced
454	TC TFS Capital West Chester, Pennsylvania	$10.6M	-$1.46M	9	0.7%	Reduced
455	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.6M	-$15.3M	1	0.42%	Reduced
456	NIP Nicholas Investment Partners Rancho Santa Fe, California	$10.6M	+$1.16M	3	0.87%	Increased
457	Old National Bancorp Evansville, Indiana	$10.6M	-$1.26M	4	0.97%	Reduced
458	GP GLG Partners London, United Kingdom	$10.5M	+$6.17M	2	0.21%	Increased
459	Creative Planning Overland Park, Kansas	$10.5M	+$2.28M	14	0.16%	Increased
460	BOK Financial Tulsa, Oklahoma	$10.5M	-$207K	3	0.35%	Reduced
461	LNB Ledyard National Bank	$10.4M	+$58.6K	4	1.78%	Increased
462	FMT First Mercantile Trust Cordova, Tennessee	$10.4M	-$458K	7	0.76%	Reduced
463	Eventide Asset Management Boston, Massachusetts	$10.4M	+$4.24M	2	1.62%	Increased
464	AHC Adams Hill Capital Westport, Connecticut	$10.4M	-$701K	1	10.17%	Reduced
465	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.4M	+$51.9K	5	0.16%	Increased
466	RCYC Richard C. Young & Co Newport, Rhode Island	$10.3M	-$32.6K	1	2.19%	Reduced
467	GMCM Gruber & McBaine Capital Management San Francisco, California	$10.2M	-$1.22M	4	2.65%	Reduced
468	SSA South Street Advisors New York	$10.1M	+$150K	1	4.03%	Increased
469	CIM Calvert Investment Management Bethesda, Maryland	$10.1M	+$1.58M	1	0.72%	Increased
470	HHC Hutchin Hill Capital New York	$10.1M	+$9.64M	5	0.53%	Increased
471	Boston Trust Walden Boston, Massachusetts	$10.1M	+$494K	2	0.15%	Increased
472	ZP Zimmer Partners New York	$10.1M	+$11.8M	1	1.4%	New
473	GS Gagnon Securities New York	$10M	-$14.5K	1	2.98%	Reduced
474	OAM Origin Asset Management London, United Kingdom	$9.96M	-$954K	1	0.66%	Reduced
475	ARC Absolute Return Capital Boston, Massachusetts	$9.85M	-$9.84M	5	0.14%	Reduced