← 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
326	Paradigm Capital Management Inc Albany, New York	$18.4M	+$440K	1	1.12%	Increased
327	Thrivent Financial for Lutherans Minneapolis, Minnesota	$18.4M	-$3.3M	6	0.12%	Reduced
328	PEAK6 Group Chicago, Illinois	$18.3M	-$2.68M	6	0.13%	Reduced
329	Channing Capital Management Chicago, Illinois	$18.3M	-$52.6K	1	1.34%	Reduced
330	AIA AGF Investments America Toronto, Ontario, Canada	$18M	-$1.63M	4	6.33%	Reduced
331	PIM Partner Investment Management San Francisco, California	$17.9M	-$14.3M	1	4.78%	Reduced
332	DVM Dreman Value Management West Palm Beach, Florida	$17.9M	+$16.5M	3	1.61%	New
333	TA Teton Advisors Rye, New York	$17.8M	-$35.1K	5	1.38%	Reduced
334	ARC Absolute Return Capital Boston, Massachusetts	$17.7M	+$7.73M	4	0.25%	Increased
335	Hood River Capital Management Palm Beach Gardens, Florida	$17.6M	+$6.98M	2	2.59%	Increased
336	SFM Systematic Financial Management Teaneck, New Jersey	$17.3M	-$5.18M	1	0.14%	Reduced
337	ST Stifel Trust St. Louis, Missouri	$17.1M	+$3.44M	4	3.4%	Increased
338	Fjarde Ap-fonden Stockholm, Sweden	$17M	+$3.79M	3	0.37%	Increased
339	AIP ARS Investment Partners New York	$16.5M	-$2.09M	1	2.81%	Reduced
340	AC Amiya Capital London, United Kingdom	$16.3M	-$6.38M	1	2.6%	Reduced
341	Granahan Investment Management Waltham, Massachusetts	$16.3M	-$8.76M	2	0.43%	Reduced
342	Tudor Investment Corp Stamford, Connecticut	$15.9M	-$2.48M	4	0.66%	Reduced
343	Douglas C. Lane & Associates New York	$15.9M	+$989K	1	0.58%	Increased
344	Rathbones Group Liverpool, United Kingdom	$15.8M	+$6.76M	2	1.84%	Increased
345	Hancock Whitney Gulfport, Mississippi	$15.6M	+$597K	5	0.72%	Increased
346	Asset Management One Tokyo, Japan	$15.5M	-$1.41M	5	0.23%	Reduced
347	Nisa Investment Advisors St. Louis, Missouri	$15.5M	-$2.74M	7	0.24%	Reduced
348	Cullen/Frost Bankers San Antonio, Texas	$15.3M	+$1.89M	1	0.75%	Increased
349	LI LMCG Investments Boston, Massachusetts	$15.1M	-$4.25M	2	0.36%	Reduced
350	DSI Daiwa SB Investments Tokyo, Japan	$15.1M	-$1.8M	1	1.72%	Reduced