Rob Uek on the Rapidly Changing Landscape of the Electric Utility Industry

Fund Portfolio Manager Rob Uek recently had an article on his view of the energy storage trend, with behind the meter devices featured on Renewable Energy World.

Rob touches on the rapid cost deduction and adaption of home energy storage and who he sees as the beneficiaries.

To read more on his thoughts on the rapidly changing landscape of the electric utility industry click here:

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As of 6/30/19, the Fund's top ten holdings are Sunrun Inc. (4.91%), Trimble Inc. (4.03%), Vivint Solar Inc. (3.97%), Watts Water Technologies, Inc. (3.92%), Itron Inc. (3.91%), Xylem Inc. (3.87%), Kornit Digital Ltd (3.40%), TPI Composites Inc. (3.36%), Kingspan Group Plc. (3.31%), Keyence Corp. (3.20%).