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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
626	PP Patten & Patten Chattanooga, Tennessee	$3.93M	+$391K	2	0.61%	Increased
627	CIBC World Market Toronto, Ontario, Canada	$3.92M	+$2.77M	3	0.02%	Increased
628	Numeric Investors Boston, Massachusetts	$3.87M	-$1.12M	3	0.07%	Reduced
629	AC Amici Capital New York	$3.87M	+$2.97M	1	0.14%	New
630	LAM Lingohr Asset Management Duesseldorf, Germany	$3.84M	$0	1	0.65%	Maintained
631	MC Metalmark Capital New York	$3.84M	+$116K	1	2.37%	Increased
632	Flow Traders U.S. New York	$3.83M	+$3.66M	1	0.61%	New
633	CF CNA Financial Chicago, Illinois	$3.82M	+$727K	1	0.77%	Increased
634	Hennessy Advisors Inc Novato, California	$3.78M	-$6.52M	1	0.17%	Reduced
635	NCM Novare Capital Management Charlotte, North Carolina	$3.77M	+$1.09M	1	1.17%	Increased
636	IA Icon Advisers Greenwood Village, Colorado	$3.77M	-$672	3	0.29%	Reduced
637	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.76M	+$76.6K	1	0.84%	Increased
638	GP GLG Partners London, United Kingdom	$3.65M	-$2.58M	1	0.33%	Reduced
639	KFS Kurt F. Somerville	$3.65M	+$11.3K	1	1.46%	Increased
640	PCP Perimeter Capital Partners Atlanta, Georgia	$3.65M	+$3.17M	2	0.68%	Increased
641	EWM Edge Wealth Management New York	$3.6M	+$1.74M	3	2.2%	Increased
642	Daiwa Securities Group Tokyo, Japan	$3.59M	-$519K	5	0.03%	Reduced
643	GF Goodman Financial Houston, Texas	$3.59M	+$137K	1	2.5%	Increased
644	Evercore Wealth Management New York	$3.59M	+$429K	5	0.21%	Increased
645	AAM Augustine Asset Management Jacksonville, Florida	$3.57M	+$11.8K	1	2.46%	Increased
646	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.53M	+$1.28M	1	1.25%	Increased
647	AIM Acuity Investment Management Toronto, Ontario, Canada	$3.52M	-$341K	4	0.48%	Reduced
648	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$3.5M	+$3.35M	1	0.46%	New
649	SGH Schonfeld Group Holdings Jericho, New York	$3.48M	+$2.75M	2	7.13%	New
650	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.47M	-$29.8K	1	1.62%	Reduced