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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
1001	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$37.2M	+$1.85M	7	1.18%	Increased
1002	RiverFront Investment Group Richmond, Virginia	$37.1M	+$6.16M	4	0.49%	Increased
1003	Level Four Advisory Services Dallas, Texas	$37M	+$2.76M	10	1.05%	Increased
1004	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$37M	+$15.7M	3	3.6%	Increased
1005	Ballentine Partners Waltham, Massachusetts	$36.8M	+$1.78M	14	0.45%	Increased
1006	Evergreen Capital Management Bellevue, Washington	$36.8M	+$1.79M	14	0.64%	Increased
1007	TCP ThornTree Capital Partners Boston, Massachusetts	$36.5M	-$9.52M	1	5%	Reduced
1008	PCM Princeton Capital Management Red Bank, New Jersey	$36.5M	+$580K	4	8.23%	Increased
1009	FAM Fulcrum Asset Management London, United Kingdom	$36.5M	+$34.5M	10	3.64%	New
1010	Foundations Investment Advisors Phoenix, Arizona	$36.3M	+$4.24M	12	0.37%	Increased
1011	Glazer Capital LLC New York	$36.3M	+$31.1M	1	0.89%	New
1012	TCM Tao Capital Management San Francisco, California	$36.3M	$0	1	1.87%	Maintained
1013	Eagle Global Advisors Houston, Texas	$36.2M	+$171	3	1.2%	Increased
1014	FC FACT Capital New York	$36.1M	+$266K	3	20.31%	Increased
1015	OneDigital Investment Advisors Overland Park, Kansas	$36.1M	+$3.46M	13	0.3%	Increased
1016	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$35.9M	$0	1	0.24%	Maintained
1017	PGAM Princeton Global Asset Management Princeton, New Jersey	$35.9M	-$426K	9	5.15%	Reduced
1018	CCP Clough Capital Partners Boston, Massachusetts	$35.8M	-$8.76M	1	2.91%	Reduced
1019	Aquatic Capital Management Chicago, Illinois	$35.8M	-$19.3M	16	1.23%	Reduced
1020	AOI Auto-Owners Insurance Lansing, Michigan	$35.7M	-$23.4M	1	0.81%	Reduced
1021	Martingale Asset Management Boston, Massachusetts	$35.6M	+$1.51M	6	0.84%	Increased
1022	Sumitomo Life Insurance Tokyo, Japan	$35.6M	-$2.07M	4	0.58%	Reduced
1023	Tocqueville Asset Management New York	$35.6M	-$2.19M	5	0.47%	Reduced
1024	LIM Leavell Investment Management Mobile, Alabama	$35.6M	+$166K	10	1.3%	Increased
1025	PI Pennant Investors Summit, New Jersey	$35.5M	-$5.1M	2	10.61%	Reduced