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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	TC Tsai Capital New York	$26.5M	-$848K	1	31.46%	Reduced
502	Credit Agricole Montrouge Cedex, France	$26.5M	-$1.96M	4	0.65%	Reduced
503	First National Bank of Omaha Omaha, Nebraska	$26.3M	-$1.88M	5	1.6%	Reduced
504	LGT Fund Management Vaduz, Liechtenstein	$26.2M	+$9.53M	3	3.84%	Increased
505	Driehaus Capital Management Chicago, Illinois	$26.1M	+$3.96M	1	0.42%	Increased
506	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$25.7M	+$1.01M	6	1.08%	Increased
507	Avantax Advisory Services Dallas, Texas	$25.6M	+$6.3M	7	0.39%	Increased
508	LI Leeward Investments Boston, Massachusetts	$25.4M	+$12.9M	2	1.16%	Increased
509	TC Tairen Capital Hong Kong	$25.4M	+$25.9M	2	5.82%	New
510	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$25.4M	+$9.4M	2	1.27%	Increased
511	Wolverine Asset Management Chicago, Illinois	$25.4M	+$21M	8	0.25%	Increased
512	Synovus Financial Columbus, Georgia	$25.3M	+$239K	6	0.3%	Increased
513	GD Grandfield & Dodd New York	$25.2M	+$174K	4	1.98%	Increased
514	NRS Neville Rodie & Shaw New York	$25.1M	-$470K	3	2.25%	Reduced
515	Clal Insurance Tel-Aviv, Israel	$25M	-$17.5M	1	0.33%	Reduced
516	EIP Easterly Investment Partners Beverly, Massachusetts	$24.9M	-$4.35M	3	2.22%	Reduced
517	Tudor Investment Corp Stamford, Connecticut	$24.9M	+$8.68M	12	0.65%	Increased
518	NIM Northeast Investment Management Boston, Massachusetts	$24.6M	+$1.68M	2	1.57%	Increased
519	Allstate Corporation Northbrook, Illinois	$24.5M	-$4.45M	2	0.75%	Reduced
520	Davis Selected Advisers Tucson, Arizona	$24.5M	-$154K	1	0.16%	Reduced
521	JCM Jag Capital Management St Louis, Missouri	$24.4M	+$1.77M	2	3.02%	Increased
522	E Ergoteles New York	$24.2M	+$6.63M	10	0.73%	Increased
523	Spire Wealth Management Mclean, Virginia	$24.1M	-$8.47M	12	0.99%	Reduced
524	Quilter Plc London, United Kingdom	$24.1M	-$5.89M	1	0.82%	Reduced
525	Congress Wealth Management Boston, Massachusetts	$24M	+$7.36M	5	0.61%	Increased