← 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	CIBC World Markets New York	$24.7M	+$13.5M	4	0.26%	Increased
277	QI QV Investors Calgary, Alberta, Canada	$24.4M	-$248K	1	0.57%	Reduced
278	AIM Avity Investment Management Greenwich, Connecticut	$24.4M	-$2.12M	1	3.31%	Reduced
279	MAA Matrix Asset Advisors White Plains, New York	$24.3M	+$111K	1	4.17%	Increased
280	Churchill Management Los Angeles, California	$24.1M	+$2.62M	2	0.63%	Increased
281	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$24.1M	+$5.4M	2	1.4%	Increased
282	MLICM Metropolitan Life Insurance Company (MetLife) New York	$23.8M	+$169K	12	0.16%	Increased
283	SD Sumway Development Shanghai, China	$23.7M	+$2.78M	2	5.82%	Increased
284	LPL Financial San Diego, California	$23.4M	+$18.2M	7	0.09%	Increased
285	Fred Alger Management New York	$23.4M	+$10.9M	2	0.11%	Increased
286	TCM Tygh Capital Management Portland, Oregon	$23.4M	+$2.98M	3	5.3%	Increased
287	Virginia Retirement Systems Richmond, Virginia	$23.2M	+$16.6M	5	0.29%	Increased
288	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$23.1M	+$2.94M	1	1.45%	Increased
289	NCGI Next Century Growth Investors Plymouth, Minnesota	$23.1M	+$4.34M	2	2.21%	Increased
290	Walleye Trading New York	$23.1M	+$16.1M	8	0.14%	Increased
291	LHC Lodge Hill Capital New York	$22.7M	-$16.5M	1	1.71%	Reduced
292	FMW Farr Miller & Washington Washington, District of Columbia	$22.7M	+$378K	1	2.22%	Increased
293	PGGM Investments Zeist, Netherlands	$22.6M	-$343K	1	0.12%	Reduced
294	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.6M	-$239K	1	2.72%	Reduced
295	Candriam SCA Strassen, Luxembourg, Luxembourg	$22.4M	+$11.3M	2	0.42%	Increased
296	VanEck Associates New York	$22.3M	+$58.5K	5	0.12%	Increased
297	Fjarde Ap-fonden Stockholm, Sweden	$22.3M	+$3.04M	2	0.45%	Increased
298	Personal Capital Advisors Redwood City, California	$22.2M	-$852K	1	0.49%	Reduced
299	AAM ACK Asset Management Greenwich, Connecticut	$22.1M	+$451K	1	5%	Increased
300	Brown Advisory Baltimore, Maryland	$22.1M	+$13.1M	7	0.07%	Increased