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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
726	Capital Fund Management (CFM) Paris, France	$6.69M	+$5.12M	3	0.08%	Increased
727	DCM Dupont Capital Management Wilmington, Delaware	$6.66M	-$3.86M	5	0.15%	Reduced
728	Bartlett & Co Wealth Management Cincinnati, Ohio	$6.66M	-$848K	5	0.16%	Reduced
729	Bartlett & Co Cincinnati, Ohio	$6.66M	-$848K	5	0.16%	Reduced
730	Alyeska Investment Group Chicago, Illinois	$6.61M	-$628K	2	0.1%	Reduced
731	LGT Capital Partners Pfaeffikon, Switzerland	$6.6M	+$6.4M	1	0.28%	New
732	BPIM Brant Point Investment Management New York	$6.58M	+$1.69M	1	0.57%	Increased
733	TA Teton Advisors Rye, New York	$6.58M	-$536K	4	1.13%	Reduced
734	Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$6.57M	+$995K	2	0.57%	Increased
735	AIM AIA Investment Management Singapore	$6.56M	-$2.44M	1	1.5%	Reduced
736	AFM Andesa Financial Management Allentown, Pennsylvania	$6.56M	+$2.91M	1	2.71%	Increased
737	FNT First Nebraska Trust Lincoln, Nebraska	$6.55M	+$143K	3	1.12%	Increased
738	Jericho Capital Asset Management New York	$6.54M	-$6.51M	1	0.27%	Reduced
739	Sheaff Brock Investment Advisors Indianapolis, Indiana	$6.54M	+$2.14M	1	0.6%	Increased
740	PAM Private Asset Management San Diego, California	$6.52M	+$341K	2	1.08%	Increased
741	Citizens Business Bank Ontario, California	$6.47M	+$30K	2	1.1%	Increased
742	First Financial Bank - Trust Division Hamilton, Ohio	$6.46M	+$98	1	0.89%	Increased
743	Duality Advisers Miami, Florida	$6.44M	+$5.57M	2	0.41%	New
744	Parallel Advisors San Francisco, California	$6.44M	-$528K	14	0.4%	Reduced
745	RA Ramius Advisors New York	$6.43M	+$5.28M	1	1.55%	Increased
746	FQ First Quadrant Glendale, California	$6.43M	-$2.17M	6	0.82%	Reduced
747	Cerity Partners New York	$6.4M	+$673K	2	0.26%	Increased
748	Rice Partnership Honolulu, Hawaii	$6.4M	+$479K	2	2.78%	Increased
749	TEE Tibra Equities Europe London, United Kingdom	$6.39M	+$5.35M	2	1.35%	New
750	Equitable Holdings New York	$6.38M	-$794K	1	0.16%	Reduced