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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	RBA Richard Bernstein Advisors New York	$18.5M	$0	2	0.39%	Maintained
652	AF Alerus Financial Grand Forks, North Dakota	$18.4M	+$1M	3	1.64%	Increased
653	KMC Kirr Marbach & Co Columbus, Indiana	$18.4M	+$300K	2	5.71%	Increased
654	E Ergoteles New York	$18.4M	+$10.1M	9	0.72%	Increased
655	PS Portfolio Strategies Monsey, New York	$18.3M	-$292K	1	3.57%	Reduced
656	IECM Intrinsic Edge Capital Management Chicago, Illinois	$18M	-$1.95M	3	1.81%	Reduced
657	Lighthouse Investment Partners Palm Beach Gardens, Florida	$17.9M	+$5.63M	4	1.2%	Increased
658	TCM Tao Capital Management San Francisco, California	$17.9M	$0	1	14.24%	Maintained
659	BC BIT Capital Berlin, Germany	$17.8M	+$13M	6	2.61%	Increased
660	SCA Snowden Capital Advisors New York	$17.8M	-$1.02M	7	0.69%	Reduced
661	PAIM Punch & Associates Investment Management Edina, Minnesota	$17.8M	-$8.04K	1	1.14%	Reduced
662	CIS Connors Investor Services Wyomissing, Pennsylvania	$17.6M	+$113K	2	2.07%	Increased
663	MCM McRae Capital Management Morristown, New Jersey	$17.6M	-$1.21M	3	5.06%	Reduced
664	FineMark National Bank & Trust Fort Myers, Florida	$17.5M	+$201K	3	0.75%	Increased
665	Duff & Phelps Investment Management Chicago, Illinois	$17.5M	-$4.77M	3	0.21%	Reduced
666	IAN Integrated Advisors Network Dallas, Texas	$17.5M	+$1.29M	2	1.05%	Increased
667	Stratos Wealth Partners Beachwood, Ohio	$17.5M	-$208K	5	0.47%	Reduced
668	Emerald Advisers Leola, Pennsylvania	$17.4M	-$3.57K	3	0.83%	Reduced
669	Vinva Investment Management Sydney, Australia	$17.3M	+$15.8M	4	1.45%	New
670	WAM Wilson Asset Management Sydney, Australia	$17.3M	$0	1	4.79%	Maintained
671	CC Cannell & Co New York	$17.3M	+$211K	2	0.62%	Increased
672	Cartenna Capital Stamford, Connecticut	$17.1M	-$6.53M	1	2.09%	Reduced
673	HVM Harvest Volatility Management Norwalk, Connecticut	$17.1M	-$2.68M	1	3.45%	Reduced
674	ZDA Zweig-DiMenna Associates New York	$17.1M	+$8.22M	2	2.32%	Increased
675	AWM Avitas Wealth Management Los Angeles, California	$17.1M	+$401K	3	3.35%	Increased