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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	LSA L & S Advisors Los Angeles, California	$23.7M	+$4.95M	5	3.17%	Increased
627	VHMC Value Holdings Management Company Hampton Bays, New York	$23.7M	$0	2	5.28%	Maintained
628	Rathbones Group Liverpool, United Kingdom	$23.6M	+$398K	3	0.22%	Increased
629	DIA Davidson Investment Advisors Great Falls, Montana	$23.6M	-$129K	1	1.49%	Reduced
630	TAM Telemark Asset Management Boston, Massachusetts	$23.3M	-$20.1M	1	3.16%	Reduced
631	First Citizens Bank & Trust Raleigh, North Carolina	$23.1M	+$3.5M	3	0.42%	Increased
632	Castleark Management Chicago, Illinois	$23.1M	-$29.9M	6	1.05%	Reduced
633	ZDA Zweig-DiMenna Associates New York	$23.1M	+$1.57M	2	2.88%	Increased
634	Wedbush Securities Los Angeles, California	$23M	-$1.95M	4	1.1%	Reduced
635	LOAMU Lombard Odier Asset Management (USA) New York	$22.9M	+$7.15M	4	0.49%	Increased
636	Railway Pension Investments London, United Kingdom	$22.9M	+$9.14M	3	0.23%	Increased
637	BOK Financial Tulsa, Oklahoma	$22.8M	-$4.36M	6	0.47%	Reduced
638	GGI Godsey & Gibb Inc Richmond, Virginia	$22.8M	-$822K	2	2.59%	Reduced
639	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$22.7M	+$1.61M	4	0.54%	Increased
640	TCM Tao Capital Management San Francisco, California	$22.6M	$0	1	16.53%	Maintained
641	BC BIT Capital Berlin, Germany	$22.5M	+$207K	4	2.09%	Increased
642	KMC Kirr Marbach & Co Columbus, Indiana	$22.5M	+$85.3K	2	6.21%	Increased
643	PFM Privium Fund Management Amsterdam, Netherlands	$22.4M	+$8.8M	1	6.45%	Increased
644	AR Advisory Research Chicago, Illinois	$22.3M	+$6.71M	10	2.87%	Increased
645	CC Cannell & Co New York	$22.3M	+$1.74M	2	0.74%	Increased
646	Raymond James Trust St. Petersburg, Florida	$22.3M	-$399K	8	0.65%	Reduced
647	Klingenstein Fields & Co New York	$22.3M	-$11.2K	2	1.03%	Reduced
648	RF Rollins Financial Atlanta, Georgia	$22.2M	+$6.7M	1	6.06%	Increased
649	WMC Westwood Management Corporation Chicago, Illinois	$22.1M	+$2.89M	2	2.85%	Increased
650	Brookstone Capital Management Wheaton, Illinois	$22M	+$4.33M	2	0.44%	Increased