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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	CTI Community Trust & Investment Versailles, Kentucky	$9.36M	-$33.6K	1	1.13%	Reduced
552	DCM Dupont Capital Management Wilmington, Delaware	$9.35M	+$1.44M	9	0.2%	Increased
553	Trexquant Investment Stamford, Connecticut	$9.31M	-$12.7M	6	0.65%	Reduced
554	VF Virtu Financial New York	$9.3M	+$7.17M	4	1.08%	New
555	Holocene Advisors New York	$9.29M	-$163M	5	0.08%	Reduced
556	TW Transform Wealth Greenwood Village, Colorado	$9.28M	-$572K	3	1.59%	Reduced
557	CCA Castle Creek Arbitrage Avon, Colorado	$9.21M	+$4.16M	2	0.78%	Increased
558	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.16M	+$1.48M	2	2.24%	Increased
559	Sigma Planning Corp Ann Arbor, Michigan	$9.13M	+$2.7M	2	0.4%	Increased
560	Beck Mack & Oliver New York	$9.12M	-$31.2K	1	0.34%	Reduced
561	DIA Dean Investment Associates Beavercreek, Ohio	$9.11M	-$4.59M	4	2.18%	Reduced
562	APA American Portfolios Advisors Holbrook, New York	$9.03M	+$2.92M	12	0.59%	Increased
563	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.91M	+$645K	5	1.44%	Increased
564	BCM Billings Capital Management Arlington, Virginia	$8.88M	$0	1	11.93%	Maintained
565	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.87M	-$1.21M	11	0.16%	Reduced
566	Haverford Trust Company Radnor, Pennsylvania	$8.84M	-$546K	2	0.15%	Reduced
567	CA Cullinan Associates Louisville, Kentucky	$8.84M	-$84.6K	1	0.62%	Reduced
568	EIM Essex Investment Management Boston, Massachusetts	$8.84M	+$235K	6	1.45%	Increased
569	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$8.82M	+$3.69M	2	1%	Increased
570	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$8.76M	-$2.88M	2	2.52%	Reduced
571	CAM ClariVest Asset Management San Diego, California	$8.71M	-$1.03M	9	0.24%	Reduced
572	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$8.7M	-$8.57M	1	0.92%	Reduced
573	Tiedemann Advisors New York	$8.66M	+$318K	2	0.46%	Increased
574	Conning Inc Hartford, Connecticut	$8.57M	+$99.6K	2	0.32%	Increased
575	Carnegie Investment Counsel Pepper Pike, Ohio	$8.57M	-$122K	3	0.49%	Reduced