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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	Raymond James Trust St. Petersburg, Florida	$23.3M	+$644K	6	0.69%	Increased
627	Klingenstein Fields & Co New York	$23.3M	-$330K	2	1.14%	Reduced
628	HA Heartland Advisors Milwaukee, Wisconsin	$23.2M	-$7.21M	2	1.3%	Reduced
629	WesBanco Bank Wheeling, West Virginia	$23M	-$1.83M	3	1.01%	Reduced
630	VHMC Value Holdings Management Company Hampton Bays, New York	$23M	$0	2	5.08%	Maintained
631	Walleye Capital New York	$23M	-$5.93M	7	0.06%	Reduced
632	Graham Capital Management Rowayton, Connecticut	$22.9M	+$2.19M	12	0.54%	Increased
633	Colony Group Boston, Massachusetts	$22.9M	-$4.89M	6	0.34%	Reduced
634	TCM Tributary Capital Management Omaha, Nebraska	$22.9M	+$549K	3	2.17%	Increased
635	MC Moors & Cabot Boston, Massachusetts	$22.8M	+$3.13M	3	1.55%	Increased
636	Wedbush Securities Los Angeles, California	$22.8M	+$725K	5	1.13%	Increased
637	Summit Partners Public Asset Management Boston, Massachusetts	$22.8M	-$33.7M	1	0.99%	Reduced
638	GCM Goldstream Capital Management Central, Hong Kong	$22.6M	-$7.29M	1	17.8%	Reduced
639	BCH Berkshire Capital Holdings San Jose, California	$22.6M	-$557K	1	11.05%	Reduced
640	AR Advisory Research Chicago, Illinois	$22.5M	+$115K	10	3.13%	Increased
641	OneDigital Investment Advisors Overland Park, Kansas	$22.5M	+$728K	4	0.49%	Increased
642	SCM Stonehill Capital Management New York	$22.4M	-$5.02M	1	35.54%	Reduced
643	GGI Godsey & Gibb Inc Richmond, Virginia	$22.3M	-$1.87M	2	2.73%	Reduced
644	EI EAM Investors Solana Beach, California	$22.2M	-$7.51M	9	4.29%	Reduced
645	ZDA Zweig-DiMenna Associates New York	$22M	$0	2	2.61%	Maintained
646	DP DDD Partners Bellevue, Washington	$21.7M	-$773K	2	3.13%	Reduced
647	Picton Mahoney Asset Management Toronto, Ontario, Canada	$21.6M	+$5.02M	2	0.65%	Increased
648	TCM Tao Capital Management San Francisco, California	$21.6M	$0	1	16.71%	Maintained
649	VC Voss Capital Houston, Texas	$21.6M	+$24.2M	1	2.71%	New
650	USAA United Services Automobile Association San Antonio, Texas	$21.5M	+$3.36M	3	0.54%	Increased