← 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	Citigroup New York	$26.9M	-$19.7M	18	0.03%	Reduced
277	T TOBAM Paris, France	$26.9M	-$18M	1	1.34%	Reduced
278	Kennedy Capital Management St Louis, Missouri	$26.6M	-$7.99M	4	0.5%	Reduced
279	Nomura Holdings Tokyo, Japan	$26.5M	-$2.01M	11	0.01%	Reduced
280	SCM SKBA Capital Management San Francisco, California	$26.3M	+$5.11M	1	2.45%	Increased
281	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$26.2M	+$46.7K	4	0.31%	Increased
282	BCM Beddow Capital Management Jackson, Wyoming	$26.1M	-$109K	2	7.18%	Reduced
283	D.E. Shaw & Co New York	$26.1M	-$10.5M	8	0.04%	Reduced
284	MWR McAdams Wright Ragen Seattle, Washington	$26.1M	-$2.63M	2	1.61%	Reduced
285	PGGM Investments Zeist, Netherlands	$26M	-$20.1M	1	0.14%	Reduced
286	HA Halsey Associates New Haven, Connecticut	$25.4M	-$375K	2	5.76%	Reduced
287	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$25.2M	-$2.9M	5	0.16%	Reduced
288	Bartlett & Co Cincinnati, Ohio	$25.2M	+$330K	3	1.25%	Increased
289	Channing Capital Management Chicago, Illinois	$24.8M	$0	1	1.58%	Maintained
290	PP PDT Partners New York	$24.8M	+$18.7M	8	0.6%	Increased
291	Hood River Capital Management Palm Beach Gardens, Florida	$24.7M	+$7.28M	2	3.29%	Increased
292	Robeco Schweiz Zurich, Switzerland	$24.4M	+$6.58M	4	2.12%	Increased
293	VDBMI Van Den Berg Management I Austin, Texas	$24.2M	-$3.76M	2	1.67%	Reduced
294	ProShare Advisors Bethesda, Maryland	$24.1M	+$8.09M	12	0.3%	Increased
295	Segall Bryant & Hamill Chicago, Illinois	$23.3M	+$472K	6	0.56%	Increased
296	LBG Lloyds Banking Group London, United Kingdom	$23.3M	-$252K	2	0.21%	Reduced
297	HCM Hahn Capital Management Walnut Creek, California	$23.2M	+$191K	1	3.18%	Increased
298	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$23.2M	+$617K	1	3.31%	Increased
299	ACP Ashfield Capital Partners San Francisco, California	$23.1M	+$15.4M	3	1.12%	Increased
300	WesBanco Bank Wheeling, West Virginia	$23.1M	-$470K	3	1.31%	Reduced