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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
201	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$39.4M	$0	1	0.64%	Maintained
202	Seizert Capital Partners Birmingham, Michigan	$39.4M	+$1.02M	1	1.45%	Increased
203	AQR Arbitrage Greenwich, Connecticut	$38.8M	+$23.4M	1	0.42%	Increased
204	PCM Polaris Capital Management Boston, Massachusetts	$38.7M	+$5.36M	1	2.16%	Increased
205	Kennedy Capital Management St Louis, Missouri	$38.5M	+$641K	4	0.7%	Increased
206	Nomura Holdings Tokyo, Japan	$37.2M	+$9.89M	5	0.08%	Increased
207	ACI AMP Capital Investors Sydney, Australia	$37.1M	-$1.11M	5	0.21%	Reduced
208	FFIM Founders Fund IV Management San Francisco, California	$37M	$0	1	100%	Maintained
209	Ruffer LLP London, United Kingdom	$36.8M	+$25.6M	1	1.58%	Increased
210	Axa Paris, France	$36.8M	-$2.19M	6	0.16%	Reduced
211	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.7M	-$266K	4	1.54%	Reduced
212	Luther King Capital Management (LKCM) Fort Worth, Texas	$35.6M	-$1.79M	4	0.31%	Reduced
213	Crawford Investment Counsel Atlanta, Georgia	$35.2M	+$3.63M	2	1.14%	Increased
214	Gateway Investment Advisers Cincinnati, Ohio	$34.7M	+$1.28M	4	0.3%	Increased
215	Haverford Trust Company Radnor, Pennsylvania	$34.7M	-$963K	1	0.72%	Reduced
216	CC Cannell & Co New York	$34.3M	+$32.2M	1	1.19%	New
217	TCW Group Los Angeles, California	$32.9M	+$12.7M	1	0.26%	Increased
218	Janney Montgomery Scott Philadelphia, Pennsylvania	$32.8M	-$452K	5	0.37%	Reduced
219	AFG American Financial Group Cincinnati, Ohio	$32.5M	$0	1	3.36%	Maintained
220	Trillium Asset Management Boston, Massachusetts	$32.4M	-$1.62M	4	1.85%	Reduced
221	LPC Lion Point Capital New York	$32.3M	$0	1	3.28%	Maintained
222	Hancock Whitney Gulfport, Mississippi	$32.3M	+$2.37M	3	1.37%	Increased
223	NN Investment Partners Holdings The Hague, Netherlands	$32.2M	+$27.4M	3	0.21%	Increased
224	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$32M	-$6.73M	1	12.66%	Reduced
225	Zurich Cantonal Bank Zurich, Switzerland	$31.9M	-$1.05M	15	0.3%	Reduced