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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
451	AI Atom Investors Austin, Texas	$13.1M	+$4.18M	3	0.85%	Increased
452	DP DDD Partners Bellevue, Washington	$13.1M	+$12.3M	1	3.75%	New
453	CI Investments Inc Toronto, Ontario, Canada	$13M	+$566K	2	0.07%	Increased
454	MAA Matrix Asset Advisors White Plains, New York	$13M	+$74.3K	1	2.48%	Increased
455	Laurion Capital Management New York	$12.9M	+$9.09M	5	0.15%	Increased
456	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.9M	+$382K	2	0.44%	Increased
457	Wolverine Trading Chicago, Illinois	$12.9M	-$44.4M	4	0.04%	Reduced
458	FTI Fiduciary Trust International Lincoln, Massachusetts	$12.8M	-$248K	2	2.1%	Reduced
459	Profund Advisors Bethesda, Maryland	$12.8M	+$442K	3	0.71%	Increased
460	Capital Markets Trading (UK) London, United Kingdom	$12.8M	+$3.48M	1	0.33%	Increased
461	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$12.8M	-$865K	2	1.13%	Reduced
462	Jefferies Group New York	$12.7M	-$2.12M	3	0.15%	Reduced
463	RE RBC Europe London, United Kingdom	$12.7M	-$16M	3	0.98%	Reduced
464	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$12.6M	+$8.2M	1	2.41%	Increased
465	Bridgewater Associates Westport, Connecticut	$12.6M	-$3.21M	4	0.21%	Reduced
466	Meyer Handelman Company Rye Brook, New York	$12.6M	-$4.12K	2	0.67%	Reduced
467	D.A. Davidson & Co Great Falls, Montana	$12.6M	-$2.44M	6	0.24%	Reduced
468	NIM Northeast Investment Management Boston, Massachusetts	$12.5M	+$1.34M	2	0.94%	Increased
469	OFCM One Fin Capital Management San Francisco, California	$12.5M	$0	1	9.33%	Maintained
470	ETrade Capital Management Arlington, Virginia	$12.5M	+$480K	6	0.26%	Increased
471	Eagle Asset Management St Petersburg, Florida	$12.4M	+$1.53M	3	0.07%	Increased
472	CAPTRUST Financial Advisors Raleigh, North Carolina	$12.4M	-$1.45M	19	0.2%	Reduced
473	KTA Keeley-Teton Advisors Chicago, Illinois	$12.3M	-$447K	4	1.94%	Reduced
474	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$12.3M	$0	1	0.9%	Maintained
475	GA Gagnon Advisors New York	$12.2M	-$3.89M	1	8.8%	Reduced