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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	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$8.91M	-$484K	1	3.38%	Reduced
427	Winton Group London, United Kingdom	$8.88M	+$8.73M	1	0.15%	New
428	CCPM Cooper Creek Partners Management New York	$8.87M	+$8.12M	1	5.26%	New
429	Ladenburg Thalmann Financial Services Miami, Florida	$8.78M	+$457K	17	0.13%	Increased
430	RIM Rainier Investment Management Seattle, Washington	$8.74M	+$7.96M	1	0.57%	New
431	AIC AWM Investment Company New York	$8.74M	$0	1	1.6%	Maintained
432	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$8.74M	$0	1	3.97%	Maintained
433	ExxonMobil Investment Management Irving, Texas	$8.71M	-$172K	2	0.18%	Reduced
434	MCM Matarin Capital Management New York	$8.59M	+$358K	1	0.95%	Increased
435	NIP Nicholas Investment Partners Rancho Santa Fe, California	$8.56M	+$7.79M	1	0.57%	New
436	WAM World Asset Management Detroit, Michigan	$8.54M	+$930K	6	0.3%	Increased
437	QS Investors New York	$8.49M	+$1.84M	12	0.07%	Increased
438	Daiwa Securities Group Tokyo, Japan	$8.43M	+$804K	2	0.05%	Increased
439	Parallax Volatility Advisers San Francisco, California	$8.43M	+$4.52M	6	0.02%	Increased
440	LSCM Light Street Capital Management Palo Alto, California	$8.16M	+$8.66M	1	0.82%	New
441	Summit Partners Public Asset Management Boston, Massachusetts	$8.16M	+$2.17M	1	1.34%	Increased
442	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$8.15M	+$62.9K	8	0.42%	Increased
443	SL SIB LLC New York, New York	$8.14M	$0	1	6.57%	Maintained
444	NTCM Nine Ten Capital Management Chicago, Illinois	$8.11M	-$2.57M	1	2.8%	Reduced
445	Vident Investment Advisory Alpharetta, Georgia	$8.11M	+$4.93M	3	1.08%	Increased
446	BB&T Securities Richmond, Virginia	$8.09M	+$226K	2	0.12%	Increased
447	Cohen & Steers New York	$8M	-$1.36M	1	0.02%	Reduced
448	Cullen Capital Management New York	$7.9M	+$771K	2	0.27%	Increased
449	FBP Flippin Bruce & Porter Lynchburg, Virginia	$7.88M	+$307K	1	2.19%	Increased
450	GP GLG Partners London, United Kingdom	$7.84M	+$5.33M	2	0.24%	Increased