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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
601	SSA South Street Advisors New York	$5.98M	+$4.34M	2	0.93%	Increased
602	CA Cullinan Associates Louisville, Kentucky	$5.97M	+$368K	1	0.43%	Increased
603	Polar Asset Management Partners Toronto, Ontario, Canada	$5.95M	-$7.51M	1	0.12%	Reduced
604	EWM Endurance Wealth Management Providence, Rhode Island	$5.9M	+$73.2K	3	0.93%	Increased
605	QOP Quinn Opportunity Partners Charlottesville, Virginia	$5.85M	+$5.62M	3	0.83%	Increased
606	William Blair Investment Management Chicago, Illinois	$5.8M	+$777K	1	0.02%	Increased
607	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.73M	-$242K	2	1.17%	Reduced
608	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.68M	-$222K	1	3.62%	Reduced
609	SVI Strategic Vision Investment Hong Kong	$5.68M	-$3.96M	1	10.27%	Reduced
610	BCP Blue Chip Partners Farmington Hills, Michigan	$5.67M	+$769K	1	1.38%	Increased
611	RCIM Russell Clark Investment Management London, United Kingdom	$5.64M	-$4.22M	1	1.33%	Reduced
612	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.63M	-$77.3K	1	0.58%	Reduced
613	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.63M	-$491K	1	1.38%	Reduced
614	GIM Goelzer Investment Management Carmel, Indiana	$5.63M	-$11.5K	1	0.63%	Reduced
615	Norinchukin Bank Tokyo, Japan	$5.58M	+$581K	2	0.08%	Increased
616	SC Spitfire Capital Mill Valley, California	$5.57M	+$859K	1	2.9%	Increased
617	BFG Beacon Financial Group Dallas, Texas	$5.52M	-$158K	1	0.93%	Reduced
618	Laurion Capital Management New York	$5.52M	-$54.9M	4	0.05%	Reduced
619	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$5.49M	+$1.9M	2	2.57%	Increased
620	Jefferies Group New York	$5.48M	+$231K	7	0.04%	Increased
621	BP Bandera Partners New York	$5.46M	$0	1	3.54%	Maintained
622	Baker Avenue Asset Management San Francisco, California	$5.44M	+$4.03M	2	0.45%	Increased
623	CG Clinton Group New York	$5.43M	+$4.08M	2	1.94%	Increased
624	MCM McRae Capital Management Morristown, New Jersey	$5.41M	-$35.8K	2	2.29%	Reduced
625	B BP London, United Kingdom	$5.39M	+$245K	2	0.17%	Increased