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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	Jump Financial Chicago, Illinois	$116M	+$657K	15	2.43%	Increased
402	Alpha Cubed Investments Irvine, California	$116M	-$6.13M	3	5.29%	Reduced
403	KeyBank National Association Cleveland, Ohio	$115M	-$39.3M	6	0.44%	Reduced
404	TA Trivest Advisors Hong Kong	$114M	+$33.3M	1	5.2%	Increased
405	GIP Granite Investment Partners El Segundo, California	$113M	+$22.8M	7	4.91%	Increased
406	Aptus Capital Advisors Fairhope, Alabama	$113M	+$25.1M	8	1.19%	Increased
407	WIM WIM Investment Management Hong Kong	$112M	$0	1	38.48%	Maintained
408	Slate Path Capital New York	$112M	-$105M	1	2.02%	Reduced
409	HM Payson & Co Portland, Maine	$112M	+$17.2M	10	1.89%	Increased
410	Tudor Investment Corp Stamford, Connecticut	$112M	+$3.89M	12	0.42%	Increased
411	SG Americas Securities New York	$109M	+$26.5M	22	0.45%	Increased
412	Groupama Asset Management Paris, France	$109M	+$33.9M	5	2.23%	Increased
413	VanEck Associates New York	$109M	+$14M	10	0.14%	Increased
414	Danica Pension Livsforsikrings Copenhagen V,	$107M	+$17.4M	3	2.01%	Increased
415	Banco Santander Madrid, Spain	$107M	-$17.9M	3	1.29%	Reduced
416	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$106M	-$3.84M	2	4.62%	Reduced
417	Gulf International Bank (UK) London, United Kingdom	$106M	-$1.28M	4	2.67%	Reduced
418	Centiva Capital New York	$106M	+$65.1M	10	2.18%	Increased
419	Tower Research Capital (TRC) New York	$105M	+$42.3M	37	2.09%	Increased
420	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$105M	+$25.5M	6	1.11%	Increased
421	Steward Partners Investment Advisory New York	$105M	+$8.03M	23	0.93%	Increased
422	Fiduciary Management Inc Milwaukee, Wisconsin	$105M	-$491K	1	0.98%	Reduced
423	Capital Group Private Client Services Los Angeles, California	$104M	+$13.8M	1	0.95%	Increased
424	Schonfeld Strategic Advisors New York	$103M	-$122M	16	0.6%	Reduced
425	Cresset Asset Management Chicago, Illinois	$102M	-$113M	11	0.49%	Reduced