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 |
GH
GAM Holding
Zurich,
Switzerland
| $10.6M | -$2.91M | 4 | 0.47% | Reduced |
|
| 452 |
PDM
Penn Davis McFarland
Dallas,
Texas
| $10.6M | +$6.89K | 1 | 3.31% | Increased |
|
| 453 |
GHCM
Glen Harbor Capital Management
San Diego,
California
| $10.5M | -$3.68M | 8 | 0.22% | Reduced |
|
| 454 |
BP
Bandera Partners
New York
| $10.5M | -$440K | 1 | 6.61% | Reduced |
|
| 455 |
SC
Skylands Capital
Milwaukee,
Wisconsin
| $10.5M | -$7.58M | 3 | 1.53% | Reduced |
|
| 456 |
ACM
AlphaCrest Capital Management
New York
| $10.5M | +$5.99M | 8 | 0.64% | Increased |
|
| 457 |
LCG
Lisanti Capital Growth
New York
| $10.4M | +$2.81M | 1 | 3.39% | Increased |
|
| 458 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| $10.4M | +$1.17M | 1 | 6.05% | Increased |
|
| 459 |
GA
Gagnon Advisors
New York
| $10.2M | $0 | 1 | 6.31% | Maintained |
|
| 460 |
UR
USCA RIA
Houston,
Texas
| $10.2M | +$334K | 2 | 1% | Increased |
|
| 461 |
Hawk Ridge Capital Management
Los Angeles,
California
| $10.1M | +$11.8M | 1 | 2.03% | New |
|
| 462 |
DVF
Discovery Value Fund
Singapore
| $10.1M | -$72.6M | 1 | 1.1% | Reduced |
|
| 463 |
Beck Mack & Oliver
New York
| $10M | -$741K | 1 | 0.35% | Reduced |
|
| 464 |
Shelton Capital Management
Denver,
Colorado
| $9.98M | -$405K | 9 | 0.59% | Reduced |
|
| 465 |
UMB Bank
Kansas City,
Missouri
| $9.9M | +$9.65M | 1 | 0.24% | New |
|
| 466 |
Wolverine Trading
Chicago,
Illinois
| $9.89M | +$300K | 4 | 0.03% | Increased |
|
| 467 |
Cullen Capital Management
New York
| $9.86M | +$940K | 3 | 0.4% | Increased |
|
| 468 |
Capital Markets Trading (UK)
London,
United Kingdom
| $9.81M | +$3.02M | 1 | 0.44% | Increased |
|
| 469 |
Cambiar Investors
Denver,
Colorado
| $9.75M | +$1.76M | 3 | 0.31% | Increased |
|
| 470 |
MUFG Securities EMEA
London,
United Kingdom
| $9.74M | -$16.5M | 3 | 0.12% | Reduced |
|
| 471 |
HAM
Hillcrest Asset Management
Plano,
Texas
| $9.72M | -$299K | 1 | 1.55% | Reduced |
|
| 472 |
Steward Partners Investment Advisory
New York
| $9.72M | +$307K | 8 | 0.33% | Increased |
|
| 473 |
Tudor Investment Corp
Stamford,
Connecticut
| $9.69M | +$2.09M | 8 | 0.33% | Increased |
|
| 474 |
Crossmark Global Holdings
Houston,
Texas
| $9.56M | -$933K | 10 | 0.28% | Reduced |
|
| 475 |
IP
Interval Partners
New York
| $9.54M | -$17.3M | 1 | 0.37% | Reduced |
|