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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	Lighthouse Investment Partners Palm Beach Gardens, Florida	$17.8M	+$14.7M	3	6.21%	Increased
602	SCA Snowden Capital Advisors New York	$17.8M	-$2.18M	7	0.8%	Reduced
603	Eisler Capital (UK) London, United Kingdom	$17.8M	+$21.6M	1	0.58%	New
604	NPF Norris Perne & French Grand Rapids, Michigan	$17.8M	+$233K	1	1.71%	Increased
605	AIA AGF Investments America Toronto, Ontario, Canada	$17.7M	-$1.67M	2	6.97%	Reduced
606	Hantz Financial Services Southfield, Michigan	$17.7M	+$3.66M	7	0.6%	Increased
607	Manning & Napier Group Fairport, New York	$17.6M	-$8.64M	1	0.2%	Reduced
608	DP DDD Partners Bellevue, Washington	$17.6M	+$210K	3	3.05%	Increased
609	Rathbones Group Liverpool, United Kingdom	$17.5M	+$5.05M	3	0.2%	Increased
610	JIP Jaffetilchin Investment Partners Tampa, Florida	$17.5M	+$2.77M	2	2.07%	Increased
611	Saba Capital Management New York	$17.5M	+$840K	2	0.2%	Increased
612	Sigma Planning Corp Ann Arbor, Michigan	$17.4M	+$1.72M	4	0.6%	Increased
613	MC Moors & Cabot Boston, Massachusetts	$17.3M	+$934K	5	1.24%	Increased
614	Folketrygdfondet Oslo Norway, Norway	$17.2M	+$18.6M	1	0.36%	Increased
615	Group One Trading Chicago, Illinois	$17.2M	+$7.26M	9	0.03%	Increased
616	Livforsakringsbolaget Skandia Stockholm, Sweden	$17.2M	-$1.97M	3	1.49%	Reduced
617	VWM Valley Wealth Managers Paramus, New Jersey	$17.1M	+$18.8K	4	1.6%	Increased
618	BPIH Broad Peak Investment Holdings Singapore	$17.1M	+$7.8M	2	5.12%	Increased
619	OneDigital Investment Advisors Overland Park, Kansas	$17M	-$1.13M	4	0.73%	Reduced
620	Ethic Inc New York	$17M	+$4M	7	1.18%	Increased
621	SCM Shaolin Capital Management Miami, Florida	$17M	+$2.02M	2	0.41%	Increased
622	SCP SailingStone Capital Partners Houston, Texas	$16.8M	+$34.2M	1	4.31%	Increased
623	PTB Pioneer Trust Bank Salem, Oregon	$16.8M	-$552K	1	5.44%	Reduced
624	MFAM Motley Fool Asset Management Alexandria, Virginia	$16.8M	-$1.38M	1	1.58%	Reduced
625	Brinker Capital Investments Berwyn, Pennsylvania	$16.7M	-$464K	6	0.32%	Reduced