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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
376	Cetera Advisors Denver, Colorado	$51M	+$2.68M	7	0.85%	Increased
377	D.A. Davidson & Co Great Falls, Montana	$51M	+$4.23M	9	0.57%	Increased
378	CCPM Cooper Creek Partners Management New York	$50.8M	+$30.7M	1	3.56%	Increased
379	TSS Two Sigma Securities New York	$50.2M	+$38M	6	1.01%	Increased
380	SoftBank Group Tokyo, Japan	$50M	$0	1	0.64%	Maintained
381	Atalanta Sosnoff Capital New York	$49.7M	+$31.7M	1	1.44%	Increased
382	NC Nitorum Capital New York	$49.4M	-$3.67M	1	5.23%	Reduced
383	Cullen/Frost Bankers San Antonio, Texas	$49.2M	+$202K	6	0.9%	Increased
384	JLBC J.L. Bainbridge & Co Sarasota, Florida	$48.6M	+$6.46M	3	6.68%	Increased
385	ALPS Advisors Denver, Colorado	$48.4M	-$13.6M	8	0.43%	Reduced
386	Squarepoint New York	$48.3M	-$50.6M	20	0.2%	Reduced
387	SW SVB Wealth Boston, Massachusetts	$48M	+$3.39M	4	0.67%	Increased
388	Cetera Investment Advisers Schaumburg, Illinois	$48M	-$911K	10	0.42%	Reduced
389	Qube Research & Technologies (QRT) London, United Kingdom	$48M	-$96.1M	14	0.21%	Reduced
390	HCS Himension Capital (Singapore) Singapore	$47.9M	-$13.9M	1	4.29%	Reduced
391	JC Joho Capital New York	$47.9M	+$18.2M	1	12.32%	Increased
392	Paradigm Capital Management Inc Albany, New York	$47.8M	-$4.85M	4	3.17%	Reduced
393	Merewether Investment Management Dallas, Texas	$47.8M	+$32M	2	4.23%	Increased
394	ECM Engine Capital Management New York	$47.7M	+$46.2M	1	14.07%	New
395	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$47.3M	-$113M	13	0.26%	Reduced
396	TAM Titleist Asset Management San Antonio, Texas	$47.1M	+$39.7M	2	9.96%	New
397	Adams Diversified Equity Fund Baltimore, Maryland	$47.1M	-$5.27M	2	2.11%	Reduced
398	TAM Telemark Asset Management Boston, Massachusetts	$46.9M	-$9.63M	2	6.96%	Reduced
399	IP Interval Partners New York	$46.7M	-$39.2M	4	1.85%	Reduced
400	AWA Artemis Wealth Advisors New York	$46.7M	+$2.09M	1	12%	Increased