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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
651	BPIM Brant Point Investment Management New York	$14M	-$4.78M	2	1.3%	Reduced
652	IC Inverness Counsel New York	$14M	+$7.19M	1	0.51%	Increased
653	CRB Chad R. Baker	$14M	$0	1	3.15%	Maintained
654	Verition Fund Management Greenwich, Connecticut	$14M	+$264K	14	0.13%	Increased
655	Sculptor Capital New York	$13.9M	-$7.22M	5	0.1%	Reduced
656	Dynamic Advisor Solutions Phoenix, Arizona	$13.9M	+$6.52M	2	1.1%	Increased
657	EWM Endurance Wealth Management Providence, Rhode Island	$13.8M	+$17.6K	6	1.53%	Increased
658	KOC Koss-Olinger Consulting Gainesville, Florida	$13.8M	+$301K	2	2.05%	Increased
659	Laird Norton Wetherby Wealth Management San Francisco, California	$13.8M	+$1.69M	5	0.84%	Increased
660	TW Transform Wealth Greenwood Village, Colorado	$13.8M	+$4.21M	3	1.68%	Increased
661	Geneos Wealth Management Englewood, Colorado	$13.8M	-$1.25M	14	0.54%	Reduced
662	ZDA Zweig-DiMenna Associates New York	$13.8M	+$13.3M	2	0.83%	Increased
663	Glazer Capital LLC New York	$13.8M	+$2.06M	3	0.21%	Increased
664	CIM Cambria Investment Management Manhattan Beach, California	$13.7M	+$2.1M	5	2.36%	Increased
665	Oppenheimer Asset Management New York	$13.7M	-$494K	9	0.2%	Reduced
666	AF Alerus Financial Grand Forks, North Dakota	$13.6M	+$216K	2	1.37%	Increased
667	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$13.5M	-$416K	3	0.91%	Reduced
668	WAM World Asset Management Detroit, Michigan	$13.5M	-$658K	7	1.24%	Reduced
669	DCM DG Capital Management New York	$13.5M	+$1.5M	2	2.91%	Increased
670	AIA AGF Investments America Toronto, Ontario, Canada	$13.5M	+$1.68M	1	3.18%	Increased
671	Sessa Capital New York	$13.4M	-$20.6M	1	0.5%	Reduced
672	Cambiar Investors Denver, Colorado	$13.4M	+$800K	2	0.43%	Increased
673	Thornburg Investment Management Santa Fe, New Mexico	$13.4M	-$7.91M	2	0.15%	Reduced
674	Raymond James Trust St. Petersburg, Florida	$13.4M	+$69K	5	0.44%	Increased
675	SFI Siemens Fonds Invest Munich, Germany	$13.3M	+$3.07M	1	1.58%	Increased