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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
426	ZDA Zweig-DiMenna Associates New York	$9.52M	-$21.3M	3	0.4%	Reduced
427	Moore Capital Management New York	$9.5M	+$5.92M	3	0.21%	Increased
428	CCM Cupps Capital Management Chicago, Illinois	$9.46M	-$3.67M	2	0.84%	Reduced
429	Panagora Asset Management Boston, Massachusetts	$9.45M	-$1.07M	9	0.05%	Reduced
430	GAMCO Investors Greenwich, Connecticut	$9.43M	-$295K	5	0.05%	Reduced
431	VAM Visium Asset Management New York	$9.29M	+$58.1K	3	0.14%	Increased
432	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.27M	+$40.4K	4	0.29%	Increased
433	Virtu KCG Holdings New York	$9.26M	-$77.2K	8	0.19%	Reduced
434	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.22M	+$2.57M	3	1.83%	Increased
435	Manning & Napier Advisors Fairport, New York	$9.21M	-$61.5K	2	0.04%	Reduced
436	ExxonMobil Investment Management Irving, Texas	$9.21M	+$139K	2	0.21%	Increased
437	SC Skylands Capital Milwaukee, Wisconsin	$9.15M	-$133K	2	0.93%	Reduced
438	RCYC Richard C. Young & Co Newport, Rhode Island	$9.14M	+$66.4K	1	2%	Increased
439	Adage Capital Partners Boston, Massachusetts	$9.11M	-$48.8M	1	0.02%	Reduced
440	SEI Investments Oaks, Pennsylvania	$9.11M	-$8.63M	10	0.08%	Reduced
441	Winton Group London, United Kingdom	$9.1M	-$8.2M	1	0.07%	Reduced
442	ARTA A.R.T. Advisors New York	$9.1M	+$362K	2	0.31%	Increased
443	SCM Stevens Capital Management Radnor, Pennsylvania	$9.07M	-$1.59M	5	0.32%	Reduced
444	DM Delphi Management Brookline, Massachusetts	$9M	+$2.83M	1	1.19%	Increased
445	MTIP Magee Thomson Investment Partners San Diego, California	$8.99M	-$517K	1	2.18%	Reduced
446	SW SVB Wealth Boston, Massachusetts	$8.95M	-$2.36M	1	0.29%	Reduced
447	SRC Shufro Rose & Co New York	$8.86M	+$127K	2	0.91%	Increased
448	Williams Jones & Associates New York	$8.72M	+$396K	1	0.35%	Increased
449	AP Alydar Partners Boston, Massachusetts	$8.68M	-$5.26M	1	4.71%	Reduced
450	SL SIB LLC New York, New York	$8.64M	$0	1	5.89%	Maintained