← All themes

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
226	Tocqueville Asset Management New York	$34.3M	+$8.44M	4	0.39%	Increased
227	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$34.2M	+$851K	2	3.75%	Increased
228	Causeway Capital Management Los Angeles, California	$33.7M	+$1.66M	2	0.36%	Increased
229	Teacher Retirement System of Texas Austin, Texas	$33.5M	-$63.3M	11	0.22%	Reduced
230	Squarepoint New York	$33.1M	+$6.12M	9	0.58%	Increased
231	IAM Impax Asset Management Portsmouth, New Hampshire	$32.9M	+$15.5M	2	1.89%	Increased
232	CRCP Copper Rock Capital Partners Boston, Massachusetts	$32.8M	+$1.09M	1	2.04%	Increased
233	Segall Bryant & Hamill Chicago, Illinois	$32.8M	+$16.9M	5	0.72%	Increased
234	Trillium Asset Management Boston, Massachusetts	$32.8M	-$318K	4	1.8%	Reduced
235	VVP Vulcan Value Partners Birmingham, Alabama	$32.7M	-$48.2M	1	0.27%	Reduced
236	ACM Argent Capital Management St Louis, Missouri	$32.6M	+$1.57M	4	1.13%	Increased
237	LPC Lion Point Capital New York	$32.4M	$0	1	2.81%	Maintained
238	Hancock Whitney Gulfport, Mississippi	$32.2M	-$595K	3	1.33%	Reduced
239	State of New Jersey Common Pension Fund D Trenton, New Jersey	$31.9M	+$11.9M	4	0.12%	Increased
240	ProShare Advisors Bethesda, Maryland	$31.8M	+$9.46M	8	0.22%	Increased
241	Gabelli Funds Rye, New York	$31.5M	-$495K	4	0.18%	Reduced
242	HA Heartland Advisors Milwaukee, Wisconsin	$31.5M	+$11.7M	4	2.03%	Increased
243	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$31.1M	-$222K	2	6.18%	Reduced
244	Bridgeway Capital Management Houston, Texas	$31M	+$20M	5	0.33%	Increased
245	South Texas Money Management San Antonio, Texas	$31M	-$630K	1	1.44%	Reduced
246	TCM Tygh Capital Management Portland, Oregon	$30.7M	-$2.57M	4	5.77%	Reduced
247	WI WBI Investments Red Bank, New Jersey	$30.6M	+$28.1M	3	1.41%	Increased
248	TCW Group Los Angeles, California	$30.1M	+$51.9K	1	0.24%	Increased
249	CAM Cortina Asset Management Milwaukee, Wisconsin	$30.1M	+$9.49M	2	1.32%	Increased
250	State of Tennessee, Department of Treasury Nashville, Tennessee	$29.9M	-$3.85M	6	0.13%	Reduced