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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
601	DP DDD Partners Bellevue, Washington	$17.3M	-$1.29M	2	2.76%	Reduced
602	Pacer Advisors Malvern, Pennsylvania	$17.1M	+$630K	9	0.09%	Increased
603	TAMH Taikang Asset Management (HK) Hong Kong	$17.1M	$0	1	3.61%	Maintained
604	HA Heartland Advisors Milwaukee, Wisconsin	$17.1M	+$351K	1	1.08%	Increased
605	SAM Shell Asset Management The Hague, Netherlands	$17M	-$8.87M	10	0.75%	Reduced
606	NM NWI Management New York	$17M	+$20.4M	1	3.76%	Increased
607	Granahan Investment Management Waltham, Massachusetts	$17M	+$780K	1	0.52%	Increased
608	Hotchkis & Wiley Capital Management Los Angeles, California	$16.9M	-$7.39M	5	0.07%	Reduced
609	SCP SailingStone Capital Partners Houston, Texas	$16.9M	+$763K	5	5.65%	Increased
610	KL KIM LLC Wichita, Kansas	$16.8M	-$57.8K	3	0.93%	Reduced
611	DIA Davidson Investment Advisors Great Falls, Montana	$16.8M	+$51.7K	1	1.31%	Increased
612	Weiss Multi-Strategy Advisers New York	$16.7M	-$19M	6	0.47%	Reduced
613	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.7M	+$98.8K	2	2.09%	Increased
614	NCGI Next Century Growth Investors Plymouth, Minnesota	$16.7M	+$1.99M	2	2.01%	Increased
615	Baker Avenue Asset Management San Francisco, California	$16.7M	-$843K	8	1%	Reduced
616	PS Portfolio Strategies Monsey, New York	$16.6M	+$15.2M	1	3.71%	Increased
617	Graham Capital Management Rowayton, Connecticut	$16.6M	+$2.27M	6	0.5%	Increased
618	KMC Kirr Marbach & Co Columbus, Indiana	$16.5M	-$757K	2	5.14%	Reduced
619	PFC Phocas Financial Corp Alameda, California	$16.4M	+$350K	6	2.36%	Increased
620	Quantinno Capital Management New York	$16.3M	+$3.46M	9	1.22%	Increased
621	B. Metzler seel. Sohn & Co Frankfurt, Germany	$16.3M	-$3.18M	3	0.28%	Reduced
622	Soros Fund Management New York	$16.3M	+$5.56M	1	0.22%	Increased
623	BC Burleson & Co Petaluma, California	$16.2M	-$8.35M	3	4.05%	Reduced
624	QF QVT Financial New York	$16.2M	$0	1	0.85%	Maintained
625	KC Kadensa Capital Central, Hong Kong	$16.2M	+$24.9M	1	4.86%	New