← 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
276	AAP Ardsley Advisory Partners Stamford, Connecticut	$20.8M	+$15.2M	6	4.58%	New
277	CL Croft-Leominster Baltimore, Maryland	$20.8M	+$21.5M	4	3.06%	New
278	CAIMH Central Asset Investments & Management Holdings Hong Kong	$20.8M	+$13.2M	2	27.24%	New
279	Gotham Asset Management New York	$20.7M	+$21M	6	0.89%	New
280	Dorsal Capital Management Redwood City, California	$20.4M	+$14.3M	1	3.17%	New
281	OIM Oceanic Investment Management Douglas, Isle Of Man	$20.3M	+$15.2M	2	7.28%	New
282	Thrivent Financial for Lutherans Minneapolis, Minnesota	$20.2M	+$20.7M	5	0.13%	New
283	PEAK6 Group Chicago, Illinois	$20.1M	+$20.2M	5	0.08%	New
284	SPC Standard Pacific Capital San Francisco, California	$20M	+$19.2M	1	4.39%	New
285	KCA KR Capital Advisors New York	$20M	+$19.6M	2	3.63%	New
286	Capital Fund Management (CFM) Paris, France	$19.8M	+$20.3M	5	0.3%	New
287	DCM Dupont Capital Management Wilmington, Delaware	$19.8M	+$19.8M	4	0.37%	New
288	City National Bank Beverly Hills, Delaware	$19.8M	+$20.5M	2	0.37%	New
289	BCM Brown Capital Management Baltimore, Maryland	$19.7M	+$20.7M	1	0.42%	New
290	PIM Progressive Investment Management Lake Oswego, Oregon	$19.6M	+$19.1M	3	7.61%	New
291	Segall Bryant & Hamill Chicago, Illinois	$19.6M	+$20.4M	5	0.52%	New
292	EA Euclid Advisors Hartford, Connecticut	$19.6M	+$19M	2	0.25%	New
293	QS Batterymarch Financial Management New York	$19.4M	+$19.7M	4	0.37%	New
294	Lazard Asset Management New York	$19.4M	+$18.6M	5	0.05%	New
295	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$19.3M	+$18.7M	5	0.15%	New
296	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$19M	+$18.2M	1	3.11%	New
297	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$19M	+$17.3M	3	0.14%	New
298	KBC Group Brussels, Belgium	$18.8M	+$18.3M	8	0.35%	New
299	WesBanco Bank Wheeling, West Virginia	$18.7M	+$18.6M	3	1.22%	New
300	HA Halsey Associates New Haven, Connecticut	$18.6M	+$19.3M	2	4.78%	New