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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
501	Barings Charlotte, North Carolina	$8.77M	+$2.57M	5	0.27%	Increased
502	LCP Longbow Capital Partners New York	$8.68M	+$7.85M	1	5.91%	New
503	RCMC RK Capital Management (Colorado) Denver, Colorado	$8.65M	-$7.02M	2	1.75%	Reduced
504	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.61M	+$119K	2	2.13%	Increased
505	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$8.6M	-$5.06M	1	0.45%	Reduced
506	Fjarde Ap-fonden Stockholm, Sweden	$8.45M	-$9.76M	2	0.17%	Reduced
507	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.4M	-$1.84M	4	0.27%	Reduced
508	Weiss Multi-Strategy Advisers New York	$8.35M	+$4.27M	1	0.17%	Increased
509	Wilmington Trust Wilmington, Delaware	$8.35M	+$46.4K	3	0.14%	Increased
510	CIBC World Market Toronto, Ontario, Canada	$8.35M	+$2.95M	4	0.03%	Increased
511	Truist Financial Charlotte, North Carolina	$8.29M	+$2.74M	4	0.26%	Increased
512	Sarasin & Partners London, United Kingdom	$8.27M	$0	1	0.12%	Maintained
513	HFS Haverford Financial Services Radnor, Pennsylvania	$8.23M	-$1.68M	1	3.76%	Reduced
514	GCP GSA Capital Partners London, United Kingdom	$8.23M	+$3.61M	8	0.59%	Increased
515	Andra AP-fonden Goteborg, Sweden	$8.22M	+$447K	2	0.19%	Increased
516	GCM Grisanti Capital Management New York	$8.22M	+$8.07M	1	3.58%	New
517	PCM Palouse Capital Management Spokane, Washington	$8.22M	-$127K	2	3.08%	Reduced
518	First Eagle Investment Management New York	$8.07M	+$6.6M	1	0.02%	New
519	Martingale Asset Management Boston, Massachusetts	$8.06M	+$2.91M	6	0.27%	Increased
520	MIU Man Investments (UK) London, United Kingdom	$8.05M	-$2.72M	5	0.7%	Reduced
521	Commonwealth Equity Services Waltham, Massachusetts	$8.02M	-$2.31M	5	0.11%	Reduced
522	OCM Olstein Capital Management Purchase, New York	$8M	+$685K	2	1.09%	Increased
523	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$7.97M	+$516K	2	0.69%	Increased
524	SC Spitfire Capital Mill Valley, California	$7.94M	+$3.58M	2	4.61%	Increased
525	Perpetual Ltd Sydney, New South Wales, Australia	$7.9M	+$7.75M	1	1.16%	New