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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
501	KA Kintegral Advisory New York	$21.5M	$0	2	2.76%	Maintained
502	Burney Company Reston, Virginia	$21.4M	-$272K	6	1.06%	Reduced
503	CCM CAAS Capital Management New York	$21.4M	+$5.56M	2	0.23%	Increased
504	CI Cigna Investments Bloomfield, Connecticut	$21.2M	+$901K	4	1.46%	Increased
505	EP Edgestream Partners Princeton, New Jersey	$21.2M	+$14.9M	1	1.19%	Increased
506	ACM Arosa Capital Management Miami Beach, Florida	$21.2M	+$168K	4	3.92%	Increased
507	GGI Godsey & Gibb Inc Richmond, Virginia	$21M	-$2M	2	2.59%	Reduced
508	Sculptor Capital New York	$21M	+$6.82M	5	0.17%	Increased
509	Wolverine Trading Chicago, Illinois	$20.8M	+$11.1M	12	0.03%	Increased
510	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$20.7M	+$433K	4	0.73%	Increased
511	NRS Neville Rodie & Shaw New York	$20.7M	+$1.04M	3	1.71%	Increased
512	Tudor Investment Corp Stamford, Connecticut	$20.6M	+$8.59M	10	0.41%	Increased
513	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$20.6M	+$833K	3	2.02%	Increased
514	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$20.6M	+$14.9M	1	2.33%	Increased
515	IA Icon Advisers Greenwood Village, Colorado	$20.6M	+$6.74M	6	3.22%	Increased
516	Livforsakringsbolaget Skandia Stockholm, Sweden	$20.5M	+$5.15M	3	1.43%	Increased
517	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$20.3M	-$5.22M	2	2.48%	Reduced
518	PHM Prospect Hill Management Short Hills, New Jersey	$20.3M	+$260K	1	16.03%	Increased
519	WIC Willis Investment Counsel Gainesville, Georgia	$20.3M	+$10.7M	2	1.23%	Increased
520	PTB Pioneer Trust Bank Salem, Oregon	$20.3M	-$527K	1	5.8%	Reduced
521	GAI General American Investors New York	$20.2M	-$1.03M	1	1.89%	Reduced
522	JCM Jag Capital Management St Louis, Missouri	$20.2M	+$2.36M	1	1.78%	Increased
523	VWM Valley Wealth Managers Paramus, New Jersey	$20.1M	-$781K	2	1.81%	Reduced
524	RFA Reilly Financial Advisors La Mesa, California	$20.1M	+$8.05M	6	1.78%	Increased
525	IRF IBM Retirement Fund Armonk, New York	$20.1M	-$1.24M	4	1.42%	Reduced