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
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 451 |
NRS
Neville Rodie & Shaw
New York
| $11.1M | -$246K | 3 | 1.17% | Reduced |
|
| 452 |
Amalgamated Bank
New York
| $11.1M | +$293K | 9 | 0.27% | Increased |
|
| 453 |
HRT Financial
New York
| $11M | +$9.7M | 2 | 1.71% | Increased |
|
| 454 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| $11M | +$11.8M | 1 | 0.3% | New |
|
| 455 |
TW
Transform Wealth
Greenwood Village,
Colorado
| $11M | -$215K | 2 | 2.04% | Reduced |
|
| 456 |
SL
SIB LLC
New York,
New York
| $11M | $0 | 1 | 8.12% | Maintained |
|
| 457 |
PP
Prospector Partners
Guilford,
Connecticut
| $10.9M | +$435K | 2 | 1.66% | Increased |
|
| 458 |
Tocqueville Asset Management
New York
| $10.9M | -$399K | 3 | 0.15% | Reduced |
|
| 459 |
Tudor Investment Corp
Stamford,
Connecticut
| $10.9M | +$5.57M | 8 | 0.45% | Increased |
|
| 460 |
Oppenheimer & Co
New York
| $10.9M | -$63.8K | 6 | 0.29% | Reduced |
|
| 461 |
Moore Capital Management
New York
| $10.8M | +$7.06M | 3 | 0.33% | Increased |
|
| 462 |
TAM
Third Avenue Management
New York
| $10.8M | $0 | 1 | 0.84% | Maintained |
|
| 463 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| $10.5M | +$665K | 2 | 0.45% | Increased |
|
| 464 |
HAM
Hillcrest Asset Management
Plano,
Texas
| $10.5M | +$2.83M | 1 | 1.68% | Increased |
|
| 465 |
DA
Denali Advisors
San Diego,
California
| $10.4M | -$422K | 1 | 1.66% | Reduced |
|
| 466 |
Cullen Capital Management
New York
| $10.3M | +$1.2M | 2 | 0.41% | Increased |
|
| 467 |
Crossmark Global Holdings
Houston,
Texas
| $10.3M | +$326K | 11 | 0.29% | Increased |
|
| 468 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $10.3M | +$7.2M | 1 | 1.17% | Increased |
|
| 469 |
GA
Gagnon Advisors
New York
| $10.2M | $0 | 1 | 5.86% | Maintained |
|
| 470 |
DZ Bank
Frankfurt Am Main,
Germany
| $10.2M | +$1.08M | 3 | 0.03% | Increased |
|
| 471 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| $10.2M | +$3.4M | 1 | 1.29% | Increased |
|
| 472 |
Apollo Management Holdings
New York
| $10.2M | +$10.1M | 1 | 0.11% | New |
|
| 473 |
KC
Kepos Capital
New York
| $10.1M | +$3.59M | 4 | 0.76% | Increased |
|
| 474 |
PDM
Penn Davis McFarland
Dallas,
Texas
| $10.1M | +$1.94M | 1 | 3.5% | Increased |
|
| 475 |
QF
QVT Financial
New York
| $10.1M | $0 | 1 | 2.53% | Maintained |
|