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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	Conning Inc Hartford, Connecticut	$15.6M	+$172K	3	0.42%	Increased
727	Prelude Capital Management New York	$15.6M	+$2.71M	8	0.45%	Increased
728	Weiss Asset Management Boston, Massachusetts	$15.6M	-$32.3M	7	0.32%	Reduced
729	Davidson Investment Advisors Great Falls, Montana	$15.6M	+$231K	1	1.13%	Increased
730	IRF IBM Retirement Fund Armonk, New York	$15.6M	-$217K	3	2.19%	Reduced
731	VW Vantage Wealth Pasadena, California	$15.5M	+$521K	1	3.45%	Increased
732	Equitable Holdings New York	$15.5M	+$1.42M	1	0.25%	Increased
733	AACP Advantage Alpha Capital Partners San Francisco, California	$15.5M	+$1.41M	3	2.32%	Increased
734	RIA RPG Investment Advisory Pleasanton, California	$15.5M	+$3.44M	2	2.53%	Increased
735	James Investment Research Alpha, Ohio	$15.4M	-$545K	4	1.62%	Reduced
736	Punch & Associates Investment Management Edina, Minnesota	$15.4M	+$366K	1	0.88%	Increased
737	Metis Global Partners San Diego, California	$15.3M	+$6.25M	2	1.84%	Increased
738	Jump Financial Chicago, Illinois	$15.3M	+$4.49M	5	0.65%	Increased
739	CCM Conway Capital Management Burbank, California	$15.3M	-$589K	1	9.81%	Reduced
740	Bailard Foster City, California	$15.3M	+$391K	7	0.51%	Increased
741	CCM Investment Advisers Columbia, South Carolina	$15.3M	+$1.88K	1	2.08%	Increased
742	Twin Tree Management Dallas, Texas	$15.3M	+$3.73M	5	0.02%	Increased
743	SV Sturgeon Ventures London, United Kingdom	$15.2M	+$2.95M	1	8.19%	Increased
744	Point72 Hong Kong Hong Kong	$15.1M	+$4.99M	7	0.52%	Increased
745	Qube Research & Technologies (QRT) London, United Kingdom	$15M	-$89.2M	11	0.13%	Reduced
746	Cartenna Capital Stamford, Connecticut	$15M	-$10.4M	1	5.15%	Reduced
747	GenTrust Miami, Florida	$14.9M	+$5.16M	1	1.14%	Increased
748	Trust Company of Vermont Brattleboro, Vermont	$14.9M	-$182K	3	1.01%	Reduced
749	BPIM Brant Point Investment Management New York	$14.9M	$0	2	1.69%	Maintained
750	Shaolin Capital Management Miami, Florida	$14.9M	-$2.5M	2	0.37%	Reduced