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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	ZDA Zweig-DiMenna Associates New York	$35.5M	+$11M	3	3.1%	Increased
527	LPU Lansdowne Partners (UK) London, United Kingdom	$35.5M	-$14.7M	1	2.29%	Reduced
528	NA Navellier & Associates Reno, Nevada	$35.3M	-$398K	5	4.36%	Reduced
529	Baupost Group Boston, Massachusetts	$35.2M	+$34M	1	0.97%	New
530	Metis Global Partners San Diego, California	$35.2M	-$129K	4	1.28%	Reduced
531	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$35.2M	+$7.76M	18	0.25%	Increased
532	TC TownSquare Capital Provo, Utah	$35.1M	+$13.4M	5	0.51%	Increased
533	AEGON Asset Management (UK) Edinburgh, United Kingdom	$34.9M	-$7.9M	2	0.52%	Reduced
534	TAM Titleist Asset Management San Antonio, Texas	$34.9M	-$6.17M	4	6.11%	Reduced
535	Farmers & Merchants Investments Inc Lincoln, Nebraska	$34.7M	-$143K	13	1.17%	Reduced
536	Stratos Wealth Partners Beachwood, Ohio	$34.7M	+$341K	8	0.58%	Increased
537	SW SVB Wealth Boston, Massachusetts	$34.5M	-$6.24M	4	0.77%	Reduced
538	Capricorn Investment Group Palo Alto, California	$34.5M	$0	1	8.03%	Maintained
539	AIM Atlantic Investment Management New York	$34.3M	+$2.84M	1	15.07%	Increased
540	Crossmark Global Holdings Houston, Texas	$34.3M	-$2.89M	11	0.66%	Reduced
541	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$34.1M	+$1.22M	5	1.45%	Increased
542	Tower Research Capital (TRC) New York	$34M	-$78.4M	32	0.82%	Reduced
543	Crestwood Advisors Group Boston, Massachusetts	$33.9M	-$127K	4	0.74%	Reduced
544	AT Avalon Trust Santa Fe, New Mexico	$33.8M	-$77.6K	4	2.77%	Reduced
545	Picton Mahoney Asset Management Toronto, Ontario, Canada	$33.7M	-$1.07M	2	1.01%	Reduced
546	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$33.7M	+$1.06M	4	0.97%	Increased
547	BCM Bourgeon Capital Management Darien, Connecticut	$33.6M	+$4.59M	4	6.57%	Increased
548	Spire Wealth Management Mclean, Virginia	$33.4M	-$2.76M	13	0.61%	Reduced
549	SB Investment Advisers (UK) London, United Kingdom	$33.2M	$0	1	0.33%	Maintained
550	Focus Partners Wealth Boston, Massachusetts	$32.8M	+$5.43M	7	0.27%	Increased