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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
526	CIBC Asset Management Toronto, Ontario, Canada	$8.11M	+$2.38K	4	0.05%	Increased
527	TW Transform Wealth Greenwood Village, Colorado	$8.08M	+$8.04M	2	1.49%	New
528	Truist Financial Charlotte, North Carolina	$8.08M	-$538K	5	0.15%	Reduced
529	TCM Timpani Capital Management Milwaukee, Wisconsin	$8.01M	+$3.35M	2	2.88%	Increased
530	RCM Riverhead Capital Management Wilmington, Delaware	$8.01M	-$428K	9	0.34%	Reduced
531	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$8M	+$4.76M	1	2.97%	Increased
532	Employees Retirement System of Texas Austin, Texas	$7.93M	-$155K	4	0.1%	Reduced
533	PFC Phocas Financial Corp Alameda, California	$7.93M	+$322K	2	0.66%	Increased
534	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.92M	-$4.61M	3	0.96%	Reduced
535	PP Paloma Partners Greenwich, Connecticut	$7.91M	+$2.33M	8	0.11%	Increased
536	Gradient Investments Arden Hills, Minnesota	$7.91M	+$476K	4	0.46%	Increased
537	Winton Group London, United Kingdom	$7.88M	-$201K	3	0.23%	Reduced
538	PC Periscope Capital Toronto, Ontario, Canada	$7.85M	+$7.86M	1	1.94%	New
539	SGAM Steinberg Global Asset Management Boca Raton, Florida	$7.84M	-$92.6K	2	1.13%	Reduced
540	Howard Capital Management Roswell, Georgia	$7.83M	+$7.7M	1	1.25%	New
541	RMC Regis Management Company Menlo Park, California	$7.78M	$0	1	1.16%	Maintained
542	Lincoln National Corp Radnor, Pennsylvania	$7.76M	+$3.8M	2	0.24%	Increased
543	FCI Financial Counselors Inc Overland Park, Kansas	$7.76M	+$4.27M	3	0.36%	Increased
544	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$7.74M	+$993K	1	0.07%	Increased
545	2L 22NW LP Seattle, Washington	$7.72M	-$869K	2	3.8%	Reduced
546	NIM NXG Investment Management Dallas, Texas	$7.68M	-$3.94M	1	0.23%	Reduced
547	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$7.66M	-$7.05M	1	0.21%	Reduced
548	NPIC Neumeier Poma Investment Counsel Carmel, California	$7.62M	+$7.77M	1	0.76%	New
549	VHAM Van Hulzen Asset Management El Dorado Hills, California	$7.5M	+$550K	2	2.28%	Increased
550	HCM Hodges Capital Management Dallas, Texas	$7.47M	-$9.24M	1	0.55%	Reduced