← 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	VFM Viking Fund Management Minot, North Dakota	$19M	+$2.6M	1	2.15%	Increased
327	VFA Virtus Fund Advisers Hartford, Connecticut	$19M	+$18.4M	12	0.13%	New
328	IRF IBM Retirement Fund Armonk, New York	$18.9M	+$482K	5	0.36%	Increased
329	Congress Asset Management Boston, Massachusetts	$18.8M	+$2.44M	2	0.48%	Increased
330	H Hexavest Montreal, Quebec, Canada	$18.7M	+$536K	3	0.28%	Increased
331	CCMH Cornerstone Capital Management Holdings New York	$18.7M	-$1M	8	0.21%	Reduced
332	PRCM Pine River Capital Management Minnetonka, Minnesota	$18.6M	+$16.7M	2	0.29%	Increased
333	AIM Avity Investment Management Greenwich, Connecticut	$18.5M	+$833K	1	3.18%	Increased
334	ACP Ashfield Capital Partners San Francisco, California	$18.4M	-$185K	3	0.87%	Reduced
335	TCM Tensile Capital Management Larkspur, California	$18.3M	$0	1	4.64%	Maintained
336	WIC Willis Investment Counsel Gainesville, Georgia	$18.2M	+$4.67M	2	1.78%	Increased
337	Janus Henderson Group London,	$18M	+$187K	2	0.17%	Increased
338	Nomura Holdings Tokyo, Japan	$17.9M	-$8.78M	10	0.01%	Reduced
339	TU TDAM USA Toronto, Ontario, Canada	$17.9M	-$273K	2	0.75%	Reduced
340	TA Teton Advisors Rye, New York	$17.8M	-$1.43M	5	1.18%	Reduced
341	CCM Contrarian Capital Management Greenwich, Connecticut	$17.8M	+$2.51M	1	5.53%	Increased
342	Nisa Investment Advisors St. Louis, Missouri	$17.8M	+$461K	7	0.25%	Increased
343	MSA Mason Street Advisors Milwaukee, Wisconsin	$17.7M	+$37.5K	7	0.14%	Increased
344	Gulf International Bank (UK) London, United Kingdom	$17.7M	$0	3	0.33%	Maintained
345	F.L. Putnam Investment Management Lynnfield, Massachusetts	$17.6M	-$10.8M	2	2.03%	Reduced
346	EULAV Asset Management Sarasota, Florida	$17.5M	-$1.08M	2	0.94%	Reduced
347	Oppenheimer & Co New York	$17.5M	-$10.9M	6	0.53%	Reduced
348	WP WMS Partners Towson, Maryland	$17.4M	+$3.14M	3	2.68%	Increased
349	T TOBAM Paris, France	$17.2M	-$12M	1	0.76%	Reduced
350	MCM Mitchell Capital Management Leawood, Kansas	$17.2M	+$3.13M	2	5.77%	Increased