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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	Country Trust Bank Bloomington, Illinois	$28.8M	-$1.45M	3	0.82%	Reduced
527	TAMH Taikang Asset Management (HK) Hong Kong	$28.8M	$0	1	5.22%	Maintained
528	Graham Capital Management Rowayton, Connecticut	$28.8M	+$4.53M	10	0.87%	Increased
529	Tudor Investment Corp Stamford, Connecticut	$28.5M	-$19.8M	13	0.44%	Reduced
530	MUFG Securities EMEA London, United Kingdom	$28.3M	+$3.21M	1	0.49%	Increased
531	LSCM Light Street Capital Management Palo Alto, California	$28.3M	+$23.8M	1	6.9%	New
532	Aptus Capital Advisors Fairhope, Alabama	$28.3M	-$987K	3	0.76%	Reduced
533	Twin Tree Management Dallas, Texas	$27.7M	+$18.8M	4	0.05%	Increased
534	TC Tsai Capital New York	$27.7M	+$1.64M	1	29.17%	Increased
535	Oppenheimer Asset Management New York	$27.7M	+$4.66M	9	0.43%	Increased
536	Vident Investment Advisory Alpharetta, Georgia	$27.5M	+$3.9M	8	0.89%	Increased
537	Metis Global Partners San Diego, California	$27.4M	+$5.9M	4	1.75%	Increased
538	Edmond de Rothschild Holding Chambesy, Switzerland	$27.3M	-$14.9M	6	0.62%	Reduced
539	SPWM Straight Path Wealth Management Jenison, Michigan	$27.3M	+$515K	1	21.73%	Increased
540	LFDLE La Financiere de L'Echiquier Paris, France	$27.3M	-$4.8M	1	1.43%	Reduced
541	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$27.3M	+$17.9M	4	6.92%	Increased
542	DAM Delta Asset Management Memphis, Tennessee	$27.2M	-$58.7K	5	2.86%	Reduced
543	Verition Fund Management Greenwich, Connecticut	$27.2M	-$24.9M	8	0.38%	Reduced
544	Meyer Handelman Company Rye Brook, New York	$27.2M	-$1.42M	3	1.14%	Reduced
545	Hantz Financial Services Southfield, Michigan	$27.1M	+$1.01M	7	0.74%	Increased
546	AAM Ardevora Asset Management London, United Kingdom	$27.1M	-$2M	1	0.49%	Reduced
547	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$27M	+$1.56M	4	2.66%	Increased
548	Scotia Capital Toronto, Ontario, Canada	$27M	+$1.68M	7	0.2%	Increased
549	MLICM Metropolitan Life Insurance Company (MetLife) New York	$26.9M	-$8.96M	16	1.38%	Reduced
550	AHC Adell Harriman & Carpenter Houston, Texas	$26.9M	-$20.4K	3	2.89%	Reduced