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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
351	State of Alaska Department of Revenue Juneau, Alaska	$16.4M	+$3.58M	9	0.34%	Increased
352	GH GAM Holding Zurich, Switzerland	$16.4M	-$3.02M	4	0.58%	Reduced
353	BAPIM British Airways Pensions Investment Management London, United Kingdom	$16.4M	+$16.8M	1	0.58%	New
354	BlueCrest Capital Management St Helier, Jersey	$16.4M	+$5.57M	8	0.51%	Increased
355	DIA Denver Investment Advisors Denver, Colorado	$16.3M	+$3.51M	4	0.86%	Increased
356	KMC Kirr Marbach & Co Columbus, Indiana	$16.2M	-$570K	1	3.39%	Reduced
357	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.1M	-$148K	1	1.71%	Reduced
358	Candriam SCA Strassen, Luxembourg, Luxembourg	$16M	-$5.2M	2	0.27%	Reduced
359	Curi RMB Capital Chicago, Illinois	$15.9M	-$9.2M	6	0.41%	Reduced
360	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$15.9M	-$267K	2	1.53%	Reduced
361	Alpha Cubed Investments Irvine, California	$15.8M	-$315K	1	2.07%	Reduced
362	Polar Asset Management Partners Toronto, Ontario, Canada	$15.8M	+$12.4M	2	0.26%	Increased
363	CI Investments Inc Toronto, Ontario, Canada	$15.8M	-$272K	1	0.18%	Reduced
364	TU TDAM USA Toronto, Ontario, Canada	$15.5M	-$1.08M	2	0.94%	Reduced
365	GIM GCA Investment Management New York	$15.2M	-$1.88M	1	2.86%	Reduced
366	GIA Granite Investment Advisors Concord, New Hampshire	$15.2M	+$9.08M	2	2.79%	Increased
367	Moore Capital Management New York	$15.1M	+$8.29M	3	0.3%	Increased
368	Associated Banc-Corp Green Bay, Wisconsin	$15.1M	-$63.2K	2	0.86%	Reduced
369	TAM THB Asset Management Norwalk, Connecticut	$15.1M	-$3.07M	2	1.97%	Reduced
370	Eastern Bank Boston, Massachusetts	$15M	-$786K	2	1.05%	Reduced
371	NRS Neville Rodie & Shaw New York	$14.9M	+$180K	3	1.65%	Increased
372	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$14.8M	-$7.47M	2	1.46%	Reduced
373	TAM Taurus Asset Management New York	$14.7M	-$90.8K	1	2.21%	Reduced
374	TCA Taconic Capital Advisors New York	$14.6M	+$18.1M	1	1%	New
375	IECM Intrinsic Edge Capital Management Chicago, Illinois	$14.6M	+$14.7M	2	2.22%	Increased