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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	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$40M	-$1.07M	2	2.02%	Reduced
702	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$40M	-$14.7M	6	1.98%	Reduced
703	WAM WT Asset Management Hong Kong	$40M	+$31.4M	1	2.8%	New
704	BOK Financial Tulsa, Oklahoma	$39.8M	-$1.37M	6	0.64%	Reduced
705	Howard Capital Management Roswell, Georgia	$39.8M	+$8.71M	4	0.6%	Increased
706	HighPoint Advisor Group Downers Grove, Illinois	$39.5M	-$2.66M	7	2.1%	Reduced
707	EN1L Engine No 1 LLC San Francisco, California	$39.5M	+$14.9M	3	71.59%	Increased
708	Picton Mahoney Asset Management Toronto, Ontario, Canada	$39.4M	-$231K	9	0.41%	Reduced
709	LI LMCG Investments Boston, Massachusetts	$39.3M	+$3.81M	4	2.47%	Increased
710	Tower Research Capital (TRC) New York	$39.3M	-$25.2M	36	1.06%	Reduced
711	Parallel Advisors San Francisco, California	$39.2M	+$2.18M	25	0.78%	Increased
712	Cubist Systematic Strategies Stamford, Connecticut	$39.1M	-$53.5M	6	0.18%	Reduced
713	MAM Mark Asset Management New York	$39M	-$6.77M	2	3.04%	Reduced
714	VC Voss Capital Houston, Texas	$38.9M	+$33.5M	1	2.68%	New
715	DG DigitalBridge Group Boca Raton, Florida	$38.9M	-$3.69M	1	3.83%	Reduced
716	NIM NXG Investment Management Dallas, Texas	$38.8M	+$7.38M	4	2.25%	Increased
717	F.L. Putnam Investment Management Lynnfield, Massachusetts	$38.6M	-$11.9M	7	0.66%	Reduced
718	Dynamic Advisor Solutions Phoenix, Arizona	$38.2M	-$70.4K	5	1.18%	Reduced
719	CP Cumberland Partners Toronto, Ontario, Canada	$38.2M	-$615K	1	2.65%	Reduced
720	Winton Group London, United Kingdom	$38.2M	-$11.8M	6	1.95%	Reduced
721	NPIC Neumeier Poma Investment Counsel Carmel, California	$38.2M	-$5.61M	2	3.56%	Reduced
722	Liontrust Investment Partners London, United Kingdom	$38.2M	+$2.34M	3	0.55%	Increased
723	Quadrant Capital Group Cincinnati, Ohio	$38.1M	+$3.82M	13	1.37%	Increased
724	ZDA Zweig-DiMenna Associates New York	$37.8M	+$1.13M	1	3.57%	Increased
725	IEFM IQ EQ Fund Management Dublin 2, Ireland	$37.7M	+$14.6M	8	3.35%	Increased