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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
476	Pinnacle Associates New York	$12.2M	-$4.14M	5	0.3%	Reduced
477	SSA South Street Advisors New York	$12.2M	+$152K	2	3.26%	Increased
478	VHMC Value Holdings Management Company Hampton Bays, New York	$12.1M	-$15.8K	2	4.33%	Reduced
479	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$12.1M	-$4.9M	1	1.63%	Reduced
480	Congress Asset Management Boston, Massachusetts	$12.1M	-$6.47M	2	0.14%	Reduced
481	Daiwa Securities Group Tokyo, Japan	$12.1M	$0	5	0.25%	Maintained
482	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.1M	-$661K	1	2.7%	Reduced
483	Man Group London, United Kingdom	$12M	-$10.8M	7	0.06%	Reduced
484	UAM UAS Asset Management New York	$12M	+$3.5M	1	4.31%	Increased
485	Synovus Financial Columbus, Georgia	$11.9M	-$6.73M	6	0.17%	Reduced
486	WorldQuant Millennium Advisors New York	$11.9M	+$1.26M	1	0.27%	Increased
487	SC Slow Capital Greenbrae, California	$11.8M	-$211K	2	3.48%	Reduced
488	VCM Venator Capital Management Toronto, Ontario, Canada	$11.8M	+$3.55M	2	7.83%	Increased
489	PC Periscope Capital Toronto, Ontario, Canada	$11.8M	+$2.68M	1	1.06%	Increased
490	KAM Karani Asset Management New York	$11.8M	+$2.08M	1	9.11%	Increased
491	BDS Banco de Sabadell Miami, Florida	$11.8M	+$1.6M	5	1.53%	Increased
492	PDM Penn Davis McFarland Dallas, Texas	$11.7M	-$13.9K	1	3.19%	Reduced
493	IFM Investors Melbourne, Australia	$11.7M	-$2.35M	1	0.6%	Reduced
494	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$11.7M	+$929K	3	1.44%	Increased
495	Brinker Capital Berwyn, Pennsylvania	$11.7M	-$264K	7	0.37%	Reduced
496	Crossmark Global Holdings Houston, Texas	$11.6M	+$1.33M	10	0.34%	Increased
497	Amalgamated Bank New York	$11.6M	-$14.3M	7	0.54%	Reduced
498	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$11.5M	-$2.31M	2	0.03%	Reduced
499	CIM Corbyn Investment Management Lutherville, Maryland	$11.5M	-$1.85M	3	6.72%	Reduced
500	PP PDT Partners New York	$11.3M	+$4.64M	3	0.77%	Increased