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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	Emerald Advisers Leola, Pennsylvania	$10.4M	+$265K	4	0.45%	Increased
527	Polar Capital London, United Kingdom	$10.3M	+$3.09M	1	0.09%	Increased
528	Verition Fund Management Greenwich, Connecticut	$10.3M	+$3.66M	6	0.34%	Increased
529	TU TDAM USA Toronto, Ontario, Canada	$10.3M	-$117K	2	0.74%	Reduced
530	1M 13D Management New York	$10.3M	-$3.07M	1	4.46%	Reduced
531	Engineers Gate Manager New York	$10.1M	+$4.13M	8	0.51%	Increased
532	AWAM Appian Way Asset Management New York	$10.1M	-$3.76M	2	4.89%	Reduced
533	Stephens Inc Little Rock, Arkansas	$10M	+$840K	5	0.21%	Increased
534	AIC AWM Investment Company New York	$9.93M	+$579K	1	1.74%	Increased
535	Tower Research Capital (TRC) New York	$9.92M	+$8.13M	25	0.41%	Increased
536	MC Martin Currie Edinburgh, United Kingdom	$9.91M	-$824K	1	0.61%	Reduced
537	Natixis Paris, France	$9.88M	-$75.5M	4	0.08%	Reduced
538	South Dakota Investment Council Sioux Falls, South Dakota	$9.86M	-$68.6K	4	0.23%	Reduced
539	CCM Cinctive Capital Management New York	$9.85M	+$7.17M	2	1.13%	Increased
540	Driehaus Capital Management Chicago, Illinois	$9.83M	-$3.53M	2	0.24%	Reduced
541	CG Cutler Group San Francisco, California	$9.83M	+$5.55M	3	0.65%	Increased
542	CTC Chai Trust Company Chicago, Illinois	$9.66M	+$8.23M	1	1.23%	New
543	CC Cadinha & Co Honolulu, Hawaii	$9.63M	+$9.11M	1	1.64%	Increased
544	RFA Reilly Financial Advisors La Mesa, California	$9.6M	+$164K	4	1.13%	Increased
545	Burney Company Reston, Virginia	$9.58M	+$737K	4	0.62%	Increased
546	BlueCrest Capital Management St Helier, Jersey	$9.51M	+$857K	3	0.5%	Increased
547	SCM SKBA Capital Management San Francisco, California	$9.44M	-$107K	1	1.83%	Reduced
548	HAM Hillcrest Asset Management Plano, Texas	$9.4M	+$749K	1	1.72%	Increased
549	MC Moors & Cabot Boston, Massachusetts	$9.39M	+$763K	4	1%	Increased
550	AGF Investments Inc Toronto, Ontario, Canada	$9.38M	-$66K	6	0.1%	Reduced