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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
701	FHA Flagship Harbor Advisors Boston, Massachusetts	$11.7M	+$289K	2	1.33%	Increased
702	SI Sapience Investments Newport Beach, California	$11.7M	-$810K	1	1.47%	Reduced
703	Laird Norton Wetherby Wealth Management San Francisco, California	$11.6M	-$1.4M	5	0.89%	Reduced
704	Bailard Foster City, California	$11.6M	+$7.82M	6	0.43%	Increased
705	PAIM Punch & Associates Investment Management Edina, Minnesota	$11.6M	+$673K	1	0.69%	Increased
706	Glazer Capital LLC New York	$11.6M	-$72K	1	0.17%	Reduced
707	Congress Asset Management Boston, Massachusetts	$11.5M	+$222K	3	0.1%	Increased
708	Beck Mack & Oliver New York	$11.5M	-$1.65M	1	0.36%	Reduced
709	Bel Air Investment Advisors Los Angeles, California	$11.5M	+$13M	1	0.36%	New
710	Jefferies Group New York	$11.5M	-$9.37M	5	0.1%	Reduced
711	IndexIQ Advisors New York	$11.5M	-$13M	8	0.41%	Reduced
712	TCM Tygh Capital Management Portland, Oregon	$11.5M	+$5.39M	2	1.62%	Increased
713	QIM Quantitative Investment Management Charlottesville, Virginia	$11.4M	+$10.9M	4	0.96%	Increased
714	Carmignac Gestion Paris, France	$11.3M	+$10.4M	1	0.13%	New
715	HVM Harvest Volatility Management Norwalk, Connecticut	$11.3M	+$4.97M	1	1.04%	Increased
716	AIA Group Hong Kong	$11.3M	-$1.68M	2	1.63%	Reduced
717	RHJA Rice Hall James & Associates San Diego, California	$11.3M	-$141K	3	0.37%	Reduced
718	ER EVR Research Richmond, Virginia	$11.2M	+$10.9M	1	8.56%	New
719	WhitTier Trust Company Reno, Nevada	$11.2M	+$407K	5	0.5%	Increased
720	RC Roubaix Capital Denver, Colorado	$11.2M	-$1.59M	2	7.54%	Reduced
721	Group One Trading Chicago, Illinois	$11.1M	-$452K	9	0.02%	Reduced
722	First Horizon Advisors Memphis, Tennessee	$11.1M	+$333K	13	0.64%	Increased
723	CK Cohen Klingenstein New York	$11M	+$9.72M	2	0.51%	Increased
724	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$11M	+$120K	2	2.04%	Increased
725	RP Rice Partnership Honolulu, Hawaii	$10.9M	-$586K	2	3.88%	Reduced