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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
526	Moore Capital Management New York	$19.9M	-$15.3M	4	0.22%	Reduced
527	MCM Manchester Capital Management Manchester, Vermont	$19.9M	+$281K	6	3.08%	Increased
528	WCM Investment Management Laguna Beach, California	$19.6M	+$318K	1	0.05%	Increased
529	MFP Michael F. Price	$19.6M	+$699K	1	3.02%	Increased
530	SIC Schwartz Investment Counsel Plymouth, Michigan	$19.6M	-$1.52M	1	0.89%	Reduced
531	Pinnacle Associates New York	$19.3M	-$357K	7	0.39%	Reduced
532	MCM McKinley Capital Management Anchorage, Alaska	$19.3M	-$3.19M	1	1.37%	Reduced
533	Thornburg Investment Management Santa Fe, New Mexico	$19.2M	-$36M	2	0.23%	Reduced
534	Weiss Multi-Strategy Advisers New York	$19.2M	-$4.06M	4	0.37%	Reduced
535	EIP Easterly Investment Partners Beverly, Massachusetts	$19M	-$95.7M	2	2.63%	Reduced
536	AP Archon Partners Princeton Junction, New Jersey	$19M	-$2.41M	1	2.55%	Reduced
537	AR Advisory Research Chicago, Illinois	$19M	-$1.57M	3	1.39%	Reduced
538	Avantax Advisory Services Dallas, Texas	$18.9M	-$17.2M	5	0.45%	Reduced
539	Associated Banc-Corp Green Bay, Wisconsin	$18.9M	+$370K	8	0.74%	Increased
540	CCP Clough Capital Partners Boston, Massachusetts	$18.8M	+$13.6M	1	1.34%	New
541	DAM Delta Asset Management Memphis, Tennessee	$18.8M	+$40.3K	4	2.07%	Increased
542	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$18.7M	-$15M	1	0.48%	Reduced
543	GAI General American Investors New York	$18.5M	$0	1	1.83%	Maintained
544	PPCM Pillar Pacific Capital Management Pacifica, California	$18.5M	+$7.57M	5	1.54%	Increased
545	Sculptor Capital New York	$18.5M	+$18.8M	2	0.08%	New
546	CA Cullinan Associates Louisville, Kentucky	$18.4M	+$1.14M	2	1.11%	Increased
547	Credit Agricole Montrouge Cedex, France	$18.4M	+$353K	4	0.6%	Increased
548	Meyer Handelman Company Rye Brook, New York	$18.2M	+$684K	2	0.82%	Increased
549	WFI West Family Investments Carlsbad, California	$18.1M	-$25.4M	1	5.51%	Reduced
550	Hudson Bay Capital Management Stamford, Connecticut	$18M	-$41M	3	0.19%	Reduced