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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	HCC Hill City Capital Boston, Massachusetts	$20M	-$7.2M	1	8.29%	Reduced
527	Illinois Municipal Retirement Fund Oak Brook, Illinois	$19.9M	+$1.75M	6	0.87%	Increased
528	SC Slow Capital Greenbrae, California	$19.8M	-$3.92M	2	4.29%	Reduced
529	Graham Capital Management Rowayton, Connecticut	$19.8M	-$79.1M	1	0.88%	Reduced
530	JIR James Investment Research Alpha, Ohio	$19.8M	+$7.05M	3	1.8%	Increased
531	CL CSS LLC Chicago, Illinois	$19.7M	-$174K	2	0.81%	Reduced
532	Thornburg Investment Management Santa Fe, New Mexico	$19.5M	-$2.43M	2	0.23%	Reduced
533	MCM Manchester Capital Management Manchester, Vermont	$19.4M	+$568K	6	2.89%	Increased
534	Stratos Wealth Partners Beachwood, Ohio	$19.4M	-$632K	4	0.54%	Reduced
535	GA Gagnon Advisors New York	$19.3M	-$2.42M	1	7.93%	Reduced
536	Tidal Investments Milwaukee, Wisconsin	$19.2M	+$11.2M	5	0.9%	Increased
537	BCM Billings Capital Management Arlington, Virginia	$19.1M	+$17.5M	1	17.76%	New
538	KTA Keeley-Teton Advisors Chicago, Illinois	$18.9M	+$931K	4	1.98%	Increased
539	Vestcor Inc Fredericton, New Brunswick, Canada	$18.9M	+$6.09M	8	0.71%	Increased
540	Weiss Multi-Strategy Advisers New York	$18.9M	-$2.91M	4	0.42%	Reduced
541	Mission Wealth Management Santa Barbara, California	$18.8M	-$2.96M	3	1.09%	Reduced
542	R.M. Davis Inc Portland, Maine	$18.7M	+$5.34M	2	0.51%	Increased
543	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$18.6M	+$134K	1	0.65%	Increased
544	HA Heartland Advisors Milwaukee, Wisconsin	$18.5M	+$11.4M	3	1.17%	Increased
545	TCM Tributary Capital Management Omaha, Nebraska	$18.2M	-$5.03M	3	1.42%	Reduced
546	AIC AWM Investment Company New York	$18.2M	-$8.27M	2	2.03%	Reduced
547	Encompass Capital Advisors New York	$18.2M	+$4.71M	2	1.42%	Increased
548	AJ Ashburton (Jersey) St Helier, Jersey	$18.1M	+$16.8M	1	9.23%	Increased
549	B BP London, United Kingdom	$18M	-$3.68M	2	0.63%	Reduced
550	SSP Sixth Street Partners Dallas, Texas	$17.9M	$0	1	1.91%	Maintained