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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	Merewether Investment Management Dallas, Texas	$23M	+$18.2M	2	5.92%	New
477	GA Gagnon Advisors New York	$23M	$0	1	10.33%	Maintained
478	AA Apriem Advisors Irvine, California	$22.9M	+$4.69K	2	4.09%	Increased
479	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$22.9M	+$13.2M	10	0.06%	Increased
480	IP Interval Partners New York	$22.8M	+$13.8M	3	0.96%	Increased
481	Artemis Investment Management Edinburgh, United Kingdom	$22.8M	+$2.73M	1	0.24%	Increased
482	Mission Wealth Management Santa Barbara, California	$22.6M	+$2.36M	2	1.41%	Increased
483	KA Kintegral Advisory New York	$22.4M	$0	2	3.05%	Maintained
484	UBS O'Connor Chicago, Illinois	$22.3M	+$10.5M	3	0.46%	Increased
485	B BP London, United Kingdom	$22.1M	-$16.4M	2	0.67%	Reduced
486	MAI Capital Management Independence, Ohio	$22M	+$36K	3	0.55%	Increased
487	BPIM Brant Point Investment Management New York	$22M	+$7.72M	3	2.6%	Increased
488	Blackstone Inc New York	$21.9M	+$13.5M	1	0.08%	New
489	IRF IBM Retirement Fund Armonk, New York	$21.8M	+$72.2K	4	1.51%	Increased
490	BP Bandera Partners New York	$21.7M	-$590K	1	11.31%	Reduced
491	MC Muhlenkamp & Co Wexford, Pennsylvania	$21.6M	+$7.76M	2	8.7%	Increased
492	South Dakota Investment Council Sioux Falls, South Dakota	$21.6M	+$6.22M	6	0.4%	Increased
493	OneDigital Investment Advisors Overland Park, Kansas	$21.3M	+$1.21M	3	1.11%	Increased
494	ACM Arosa Capital Management Miami Beach, Florida	$21.3M	-$3.09M	3	2.92%	Reduced
495	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$21.2M	-$11.5M	4	4.47%	Reduced
496	PHM Prospect Hill Management Short Hills, New Jersey	$21.2M	+$15.4M	1	16%	New
497	Manning & Napier Group Fairport, New York	$21.2M	-$1.1M	1	0.2%	Reduced
498	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$21.1M	-$2.46M	2	3.14%	Reduced
499	CI Cigna Investments Bloomfield, Connecticut	$21M	+$9.91M	4	1.62%	Increased
500	Independent Advisor Alliance Charlotte, North Carolina	$21M	+$3.22M	3	1.43%	Increased