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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
401	Ladenburg Thalmann Financial Services Miami, Florida	$13.3M	-$367K	21	0.12%	Reduced
402	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$13.2M	+$56.5K	1	0.96%	Increased
403	Alphinity Investment Management Sydney, Australia	$13.2M	+$14.2M	1	2.99%	New
404	Group One Trading Chicago, Illinois	$13.1M	+$8.22M	8	0.13%	Increased
405	WI WBI Investments Red Bank, New Jersey	$13.1M	-$18M	1	0.67%	Reduced
406	WBC Westpac Banking Corp Sydney, Australia	$12.9M	-$463K	1	0.26%	Reduced
407	Zurich Insurance Group Zurich, Switzerland	$12.9M	-$369K	2	0.3%	Reduced
408	SCP Sandhill Capital Partners Buffalo, New York	$12.9M	-$7.09M	2	2.11%	Reduced
409	Capital Fund Management (CFM) Paris, France	$12.8M	-$11.6M	2	0.08%	Reduced
410	SIC Schwartz Investment Counsel Plymouth, Michigan	$12.8M	+$3.28M	1	0.75%	Increased
411	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.7M	+$159K	8	0.29%	Increased
412	Laurion Capital Management New York	$12.5M	-$4.3M	3	0.1%	Reduced
413	Glazer Capital LLC New York	$12.5M	+$8.76M	1	1.32%	Increased
414	Fuller & Thaler Asset Management San Mateo, California	$12.4M	-$380K	5	0.15%	Reduced
415	State of Michigan Retirement System Lansing, Michigan	$12.2M	-$4.45M	5	0.1%	Reduced
416	Meyer Handelman Company Rye Brook, New York	$12.1M	-$1.6M	2	0.62%	Reduced
417	GS Gagnon Securities New York	$12.1M	-$1.12M	1	4.31%	Reduced
418	1M 13D Management New York	$12.1M	+$1.25M	1	3.35%	Increased
419	Seizert Capital Partners Birmingham, Michigan	$12M	-$24.7M	2	0.44%	Reduced
420	QF QVT Financial New York	$11.9M	-$62.8K	1	1.25%	Reduced
421	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11.9M	-$775K	1	0.56%	Reduced
422	GCP GSA Capital Partners London, United Kingdom	$11.8M	+$7.31M	9	0.62%	Increased
423	Bridges Investment Management Omaha, Nebraska	$11.8M	+$3.24M	2	0.54%	Increased
424	Mariner Independent Advisor Network Overland Park, Kansas	$11.7M	+$7.04M	2	0.72%	Increased
425	GGI Godsey & Gibb Inc Richmond, Virginia	$11.7M	+$12M	1	2.05%	New