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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
326	AS Arxis Securities New York	$16.2M	+$14.9M	1	22.11%	New
327	Polar Asset Management Partners Toronto, Ontario, Canada	$16.1M	+$15.8M	1	0.44%	New
328	CIBC Private Wealth Group Atlanta, Georgia	$16.1M	-$1.07M	5	0.11%	Reduced
329	BAPIM British Airways Pensions Investment Management London, United Kingdom	$16M	-$403K	1	0.46%	Reduced
330	PFC Phocas Financial Corp Alameda, California	$16M	-$12.5K	1	0.82%	Reduced
331	Commonwealth Equity Services Waltham, Massachusetts	$15.8M	+$2.46M	7	0.12%	Increased
332	MC Martin Currie Edinburgh, United Kingdom	$15.7M	-$249K	2	1.47%	Reduced
333	SCP Sandhill Capital Partners Buffalo, New York	$15.6M	+$641K	2	4.3%	Increased
334	TCM Tygh Capital Management Portland, Oregon	$15.5M	-$4.85M	3	3.91%	Reduced
335	TU TDAM USA Toronto, Ontario, Canada	$15.5M	-$756K	2	0.81%	Reduced
336	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$15.3M	+$14.5M	1	1.04%	New
337	Voloridge Investment Management Jupiter, Florida	$15.3M	+$13.7M	4	0.33%	Increased
338	KMC Kirr Marbach & Co Columbus, Indiana	$15.1M	-$1.31M	1	3.13%	Reduced
339	Tudor Investment Corp Stamford, Connecticut	$15.1M	-$15.5M	6	0.39%	Reduced
340	Public Employees Retirement Association of Colorado Denver, Colorado	$15M	-$371K	8	0.12%	Reduced
341	AAM ACK Asset Management Greenwich, Connecticut	$14.8M	+$8.75M	1	4.35%	Increased
342	HBK Investments Dallas, Texas	$14.8M	-$2.16M	3	0.14%	Reduced
343	TAM Taurus Asset Management New York	$14.4M	+$6.09M	1	2.61%	Increased
344	Martingale Asset Management Boston, Massachusetts	$14.3M	-$5.64M	5	0.2%	Reduced
345	1C 1060 Capital Denver, Colorado	$14.2M	+$13.2M	2	11%	New
346	CIBC World Market Toronto, Ontario, Canada	$14.2M	+$2.44M	5	0.05%	Increased
347	Fjarde Ap-fonden Stockholm, Sweden	$14.2M	-$564K	2	0.33%	Reduced
348	EULAV Asset Management Sarasota, Florida	$14.1M	-$394K	3	0.76%	Reduced
349	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.1M	+$62.5K	1	1.67%	Increased
350	GD Grandfield & Dodd New York	$14M	+$801K	2	1.82%	Increased