← 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
301	GW&K Investment Management Boston, Massachusetts	$28M	-$1.26M	1	0.37%	Reduced
302	CIBC Private Wealth Group Atlanta, Georgia	$27.9M	-$22.2K	3	0.09%	Reduced
303	WIC Willis Investment Counsel Gainesville, Georgia	$27.7M	-$19.8M	1	1.79%	Reduced
304	Hancock Whitney Gulfport, Mississippi	$27.7M	+$6.86M	6	0.89%	Increased
305	M&T Bank Buffalo, New York	$26.7M	-$488K	7	0.13%	Reduced
306	RHBC R.H. Bluestein & Co Birmingham, Michigan	$26.6M	+$23.3M	5	1.33%	Increased
307	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$26.5M	-$1.66M	2	1.81%	Reduced
308	OAM Oxford Asset Management Oxford, United Kingdom	$26.3M	-$11.1M	11	0.73%	Reduced
309	State of Tennessee, Department of Treasury Nashville, Tennessee	$26.3M	+$1.54M	11	0.12%	Increased
310	Creative Planning Overland Park, Kansas	$26.1M	-$4.85M	5	0.08%	Reduced
311	TPSF Texas Permanent School Fund Austin, Texas	$26M	-$440K	11	0.4%	Reduced
312	KMC Kirr Marbach & Co Columbus, Indiana	$26M	-$218K	2	6.01%	Reduced
313	ACM Argent Capital Management St Louis, Missouri	$25.7M	-$3.02M	2	0.88%	Reduced
314	Hudson Bay Capital Management Stamford, Connecticut	$25.5M	+$24.8M	3	0.57%	New
315	MAA Matrix Asset Advisors White Plains, New York	$25.2M	-$308K	1	4.11%	Reduced
316	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$24.9M	+$10.6M	5	0.21%	Increased
317	CCM Cinctive Capital Management New York	$24.3M	+$22.5M	2	2.54%	New
318	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$24.1M	-$91.2K	1	2.34%	Reduced
319	Congress Asset Management Boston, Massachusetts	$24.1M	-$3.82M	3	0.29%	Reduced
320	SC Sasco Capital Fairfield, Connecticut	$23.9M	-$7.3M	1	3.28%	Reduced
321	Brown Advisory Baltimore, Maryland	$23.7M	+$409K	7	0.06%	Increased
322	BNP Paribas Asset Management Paris, France	$23.5M	-$5.99M	3	0.16%	Reduced
323	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.5M	+$342K	2	1%	Increased
324	Ladenburg Thalmann Financial Services Miami, Florida	$23.4M	-$988K	22	0.15%	Reduced
325	Copeland Capital Management Conshohocken, Pennsylvania	$23.4M	+$4.77M	1	1.02%	Increased