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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
476	SC Shellback Capital Boston, Massachusetts	$15.3M	+$11.3M	1	1.18%	Increased
477	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$15.3M	-$1.52M	11	0.04%	Reduced
478	VHAM Van Hulzen Asset Management El Dorado Hills, California	$15.2M	-$7.04M	2	2.29%	Reduced
479	H HoyleCohen San Diego, California	$15.2M	-$719K	1	2.23%	Reduced
480	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$15.1M	$0	2	2.87%	Maintained
481	Scotia Capital Toronto, Ontario, Canada	$15M	+$1.88M	6	0.16%	Increased
482	MUFG Securities EMEA London, United Kingdom	$14.8M	-$57.8M	2	0.14%	Reduced
483	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.8M	+$4.13M	12	0.29%	Increased
484	Meyer Handelman Company Rye Brook, New York	$14.7M	-$68.4K	2	0.75%	Reduced
485	Tudor Investment Corp Stamford, Connecticut	$14.7M	+$8.74M	10	0.64%	Increased
486	GA Gagnon Advisors New York	$14.7M	$0	1	9.02%	Maintained
487	Boothbay Fund Management New York	$14.7M	-$33.3M	5	0.89%	Reduced
488	Burney Company Reston, Virginia	$14.7M	+$164K	5	0.91%	Increased
489	Cornerstone Investment Partners Atlanta, Georgia	$14.6M	-$8.29M	2	1.02%	Reduced
490	CAN Claraphi Advisory Network Aliso Viejo, United States	$14.6M	-$1.25M	1	5.28%	Reduced
491	Point72 Asset Management Stamford, Connecticut	$14.5M	-$12.1M	5	0.07%	Reduced
492	SCM Soros Capital Management New York	$14.4M	+$12.4M	2	3.02%	New
493	Graham Capital Management Rowayton, Connecticut	$14.4M	+$11.9M	1	0.5%	New
494	SC Slow Capital Greenbrae, California	$14.4M	-$7.39M	3	3.92%	Reduced
495	MCM McKinley Capital Management Anchorage, Alaska	$14.4M	-$11.7M	1	1.12%	Reduced
496	First Allied Advisory Services San Diego, California	$14.4M	+$389K	6	0.48%	Increased
497	Qube Research & Technologies (QRT) London, United Kingdom	$14.3M	-$21.8M	6	0.2%	Reduced
498	BP Bandera Partners New York	$14.3M	-$8.2M	1	9.35%	Reduced
499	AA Apriem Advisors Irvine, California	$14.3M	+$2.05M	2	2.62%	Increased
500	LHC Lodge Hill Capital New York	$14.2M	+$9.11M	1	4.09%	Increased