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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
551	FTCM Fir Tree Capital Management New York	$7.08M	+$7.07M	1	0.62%	New
552	Burney Company Reston, Virginia	$7.06M	-$260K	4	0.54%	Reduced
553	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.02M	-$56.7K	1	1.16%	Reduced
554	TCM Tributary Capital Management Omaha, Nebraska	$7M	+$5.58M	3	0.71%	Increased
555	SRCM Sage Rock Capital Management New York	$6.98M	-$1.59M	1	2.87%	Reduced
556	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$6.97M	+$1.93M	1	0.48%	Increased
557	AIM Aurora Investment Managers Naples, Florida	$6.96M	-$3.93M	1	7.71%	Reduced
558	DCM Dupont Capital Management Wilmington, Delaware	$6.94M	-$1.48M	9	0.17%	Reduced
559	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.94M	$0	12	0.06%	Maintained
560	DA Denali Advisors San Diego, California	$6.94M	-$1.5M	4	1.51%	Reduced
561	IFM Investors Melbourne, Australia	$6.9M	-$36.7K	1	0.31%	Reduced
562	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$6.9M	+$7.41M	1	0.55%	Increased
563	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$6.88M	-$1.11M	1	0.43%	Reduced
564	Marshall Wace London, United Kingdom	$6.88M	-$5M	9	0.07%	Reduced
565	CTI Community Trust & Investment Versailles, Kentucky	$6.86M	+$1.66M	1	0.97%	Increased
566	RIM Redpoint Investment Management Sydney, NSW, Australia	$6.84M	-$245K	2	0.43%	Reduced
567	Energy Income Partners Westport, Connecticut	$6.83M	+$8M	1	0.2%	New
568	MC Moors & Cabot Boston, Massachusetts	$6.77M	-$1.41M	4	0.98%	Reduced
569	Schonfeld Strategic Advisors New York	$6.75M	-$17.8M	4	0.43%	Reduced
570	Cullen Capital Management New York	$6.73M	-$2.76M	2	0.39%	Reduced
571	BAM Barrett Asset Management New York	$6.72M	-$468K	3	0.52%	Reduced
572	AE Wealth Management Topeka, Kansas	$6.69M	+$877K	4	0.15%	Increased
573	Mizuho Securities USA New York	$6.61M	+$3.53M	1	0.98%	Increased
574	BCM Billings Capital Management Arlington, Virginia	$6.47M	-$6.58M	1	15.44%	Reduced
575	Orion Portfolio Solutions Omaha, Nebraska	$6.4M	-$200K	10	0.44%	Reduced