← 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	ORIO Old Republic International (ORI) Chicago, Illinois	$29.9M	$0	1	0.95%	Maintained
252	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$29.6M	+$3.06M	2	2.33%	Increased
253	NC Nightview Capital Austin, Texas	$29.3M	+$30.8M	1	10.9%	New
254	Obermeyer Wealth Partners Aspen, Colorado	$29.3M	+$268K	1	2.54%	Increased
255	NSCM New South Capital Management Memphis, Tennessee	$28.6M	-$5.1M	1	0.66%	Reduced
256	Commerce Bank Kansas City, Missouri	$28.5M	+$613K	5	0.37%	Increased
257	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$28.4M	-$816K	1	11.26%	Reduced
258	WIC Willis Investment Counsel Gainesville, Georgia	$28.1M	+$604K	2	1.98%	Increased
259	NN Investment Partners Holdings The Hague, Netherlands	$28.1M	-$1.99M	2	0.2%	Reduced
260	Arizona State Retirement System Phoenix, Arizona	$27.4M	+$4.66M	9	0.27%	Increased
261	Eaton Vance Management Boston, Massachusetts	$27.4M	+$2.51M	5	0.07%	Increased
262	Harvest Fund Management Beijing, China	$27.3M	+$2.45M	1	4.35%	Increased
263	William Blair Investment Management Chicago, Illinois	$27.1M	+$692K	2	0.11%	Increased
264	FP Foundry Partners Minneapolis, Minnesota	$26.9M	-$4.88M	3	1.12%	Reduced
265	Curi RMB Capital Chicago, Illinois	$26.9M	-$919K	6	0.7%	Reduced
266	QAM Quentec Asset Management New York	$26.8M	-$20.1M	1	4.22%	Reduced
267	HighTower Advisors Chicago, Illinois	$26.8M	+$759K	7	0.22%	Increased
268	Commonwealth Equity Services Waltham, Massachusetts	$26.8M	+$4.25M	7	0.15%	Increased
269	Davis Selected Advisers Tucson, Arizona	$26.5M	-$15.4M	1	0.11%	Reduced
270	MPAM Monarch Partners Asset Management Boston, Massachusetts	$26M	+$15.1M	2	2.43%	Increased
271	Paradigm Capital Management Inc Albany, New York	$25.8M	$0	2	2.2%	Maintained
272	PHS PFM Health Sciences San Francisco, California	$25.7M	+$27M	1	0.61%	New
273	Capital Fund Management (CFM) Paris, France	$25.6M	-$1.34M	6	0.14%	Reduced
274	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$25.6M	+$2.29M	2	0.57%	Increased
275	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$25.3M	+$20.6M	4	0.06%	Increased