← 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
251	ABC Anchor Bolt Capital Chicago, Illinois	$27.4M	+$25.8M	3	1.12%	New
252	Harvest Fund Management Beijing, China	$27.4M	+$3.5M	1	3.77%	Increased
253	Commerce Bank Kansas City, Missouri	$27.1M	-$384K	4	0.37%	Reduced
254	William Blair Investment Management Chicago, Illinois	$26.8M	-$17.6M	2	0.1%	Reduced
255	HighTower Advisors Chicago, Illinois	$26.7M	+$841K	7	0.23%	Increased
256	Nomura Asset Management Tokyo, Japan	$26.6M	+$611K	2	0.34%	Increased
257	HBK Investments Dallas, Texas	$26.5M	+$384K	7	0.17%	Increased
258	Curi RMB Capital Chicago, Illinois	$26.2M	+$4.69M	6	0.68%	Increased
259	WIC Willis Investment Counsel Gainesville, Georgia	$26.2M	-$4.43M	2	1.89%	Reduced
260	Squarepoint New York	$26.1M	+$11.2M	9	0.5%	Increased
261	Capital Fund Management (CFM) Paris, France	$26.1M	+$1.78M	6	0.19%	Increased
262	FA Friess Associates Greenville, Delaware	$26M	+$24.4M	2	2.28%	New
263	Candriam SCA Strassen, Luxembourg, Luxembourg	$25.9M	+$4.17M	2	0.45%	Increased
264	SG Americas Securities New York	$25.8M	-$21.8M	14	0.23%	Reduced
265	PIA Piedmont Investment Advisors Durham, North Carolina	$25.8M	-$775K	4	0.55%	Reduced
266	Paradigm Capital Management Inc Albany, New York	$25.6M	+$322K	2	2.22%	Increased
267	SD Sumway Development Shanghai, China	$25.5M	+$2.36M	2	5.97%	Increased
268	MLICM Metropolitan Life Insurance Company (MetLife) New York	$25M	+$577K	12	0.16%	Increased
269	Pinnacle Associates New York	$25M	-$271K	5	0.46%	Reduced
270	Gulf International Bank (UK) London, United Kingdom	$24.9M	+$631K	2	0.34%	Increased
271	Eaton Vance Management Boston, Massachusetts	$24.7M	-$684K	5	0.06%	Reduced
272	Whittier Trust South Pasadena, California	$24.7M	+$625K	4	0.9%	Increased
273	Laurion Capital Management New York	$24.6M	+$11.4M	5	0.11%	Increased
274	Korea Investment Corp Seoul, South Korea	$24.6M	-$21.6M	2	0.11%	Reduced
275	Johnson Investment Counsel Cincinnati, Ohio	$24.5M	+$16.6M	6	0.65%	Increased