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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
776	Freestone Capital Holdings Seattle, Washington	$10.3M	-$5.31M	4	0.4%	Reduced
777	AIA Group Hong Kong	$10.3M	-$8.03M	1	0.56%	Reduced
778	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$10.3M	-$391K	1	0.44%	Reduced
779	OCM Olstein Capital Management Purchase, New York	$10.3M	-$1.65M	1	1.55%	Reduced
780	Rafferty Asset Management New York	$10.3M	-$3.81M	3	0.09%	Reduced
781	Formuepleje A/S Aarhus C, Denmark	$10.3M	-$732K	1	0.63%	Reduced
782	BPIM Brant Point Investment Management New York	$10.3M	-$2.8M	2	1.52%	Reduced
783	TC TwinBeech Capital Purchase, New York	$10.3M	+$9.41M	5	0.46%	Increased
784	Hennessy Advisors Inc Novato, California	$10.2M	-$73.9K	1	0.61%	Reduced
785	Brandywine Global Investment Management Philadelphia, Pennsylvania	$10.2M	-$866K	3	0.09%	Reduced
786	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$10.2M	+$2.31M	2	6.84%	Increased
787	Levin Capital Strategies New York	$10.2M	+$3.68M	3	1.21%	Increased
788	Ritholtz Wealth Management New York	$10.2M	+$363K	5	0.64%	Increased
789	Dowling & Yahnke San Diego, California	$10.2M	+$1.37M	2	0.48%	Increased
790	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$10.1M	+$9.6M	1	1.12%	Increased
791	Lake Street Advisors Group Portsmouth, New Hampshire	$10.1M	+$8.8M	3	0.72%	Increased
792	Boothbay Fund Management New York	$10.1M	+$2.43M	9	0.27%	Increased
793	Merewether Investment Management Dallas, Texas	$10.1M	-$506K	3	1.31%	Reduced
794	Citizens Business Bank Ontario, California	$10M	-$104K	2	1.43%	Reduced
795	E Fund Management Guangzhou, China	$10M	+$2.85M	2	0.91%	Increased
796	ARS Investment Partners New York	$9.9M	+$6.85M	2	1.36%	Increased
797	Geneos Wealth Management Englewood, Colorado	$9.9M	-$29.6K	16	0.49%	Reduced
798	JWCA J.W. Cole Advisors Tampa, Florida	$9.9M	+$259K	3	0.79%	Increased
799	First Hawaiian Bank Honolulu, Hawaii	$9.8M	+$637K	7	0.36%	Increased
800	NWAM LLC Mercer Island, Washington	$9.8M	+$3.71M	2	0.91%	Increased