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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	Paradigm Capital Management Inc Albany, New York	$50.1M	+$520K	4	2.78%	Increased
552	Maryland State Retirement & Pension System Baltimore, Maryland	$49.8M	-$9.58M	14	1.19%	Reduced
553	Moran Wealth Management Naples, Florida	$49.8M	-$3.39M	5	1.67%	Reduced
554	Thompson Siegel & Walmsley Richmond, Virginia	$49.3M	+$13.1M	3	0.83%	Increased
555	Quadrature Capital London, United Kingdom	$49.2M	-$145M	11	1.09%	Reduced
556	AHC Adell Harriman & Carpenter Houston, Texas	$49.1M	+$365K	3	3.7%	Increased
557	Algert Global San Francisco, California	$49.1M	+$76.9K	13	1.21%	Increased
558	Brookstone Capital Management Wheaton, Illinois	$48.8M	+$7.87M	4	0.7%	Increased
559	Stratos Wealth Partners Beachwood, Ohio	$48.8M	-$1.09M	10	0.74%	Reduced
560	Independent Advisor Alliance Charlotte, North Carolina	$48M	-$3.57M	5	1.58%	Reduced
561	GF Greenhouse Funds Baltimore, Maryland	$47.7M	-$10.5M	1	2.24%	Reduced
562	PAM Pinpoint Asset Management Hong Kong	$47.5M	+$18.3M	2	8.24%	Increased
563	Seizert Capital Partners Birmingham, Michigan	$47.5M	+$23.7M	2	2.18%	Increased
564	Samlyn Capital New York	$47.4M	+$4.21M	1	0.7%	Increased
565	WC Wexford Capital West Palm Beach, Florida	$47.3M	-$714K	6	12.31%	Reduced
566	Kayne Anderson Capital Advisors Los Angeles, California	$47.3M	+$39.1M	3	1.04%	Increased
567	SCA Snowden Capital Advisors New York	$47.1M	-$170K	9	1.51%	Reduced
568	Railway Pension Investments London, United Kingdom	$47.1M	-$5.56M	3	0.67%	Reduced
569	SCM SG Capital Management Chicago, Illinois	$47M	+$27.5M	1	4.33%	Increased
570	LI Leeward Investments Boston, Massachusetts	$47M	-$2.28M	3	2.5%	Reduced
571	CA Cornerstone Advisors Asheville, North Carolina	$46.9M	-$8.34M	3	2.02%	Reduced
572	Cannell & Spears New York	$46.6M	+$13.8M	5	1%	Increased
573	Prime Capital Investment Advisors Overland Park, Kansas	$46.5M	+$14.2M	10	0.54%	Increased
574	ExodusPoint Capital Management New York	$46.4M	-$15.7M	15	0.46%	Reduced
575	Equitable Holdings New York	$46.4M	+$7.4M	6	0.44%	Increased