← 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	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$17.6M	-$2.32M	1	2.18%	Reduced
327	LPU Lansdowne Partners (UK) London, United Kingdom	$17.6M	+$312K	2	0.26%	Increased
328	Public Employees Retirement Association of Colorado Denver, Colorado	$17.6M	+$219K	11	0.13%	Increased
329	Ladenburg Thalmann Financial Services Miami, Florida	$17.3M	+$1M	21	0.16%	Increased
330	OCM Olstein Capital Management Purchase, New York	$17.2M	+$1.19M	2	2.81%	Increased
331	AGC Angelo Gordon & Co New York	$17.1M	+$17.1M	1	1.07%	New
332	Gulf International Bank (UK) London, United Kingdom	$17.1M	-$7.87M	2	0.34%	Reduced
333	NCGI Next Century Growth Investors Plymouth, Minnesota	$16.7M	-$1.45M	2	2.37%	Reduced
334	Schonfeld Strategic Advisors New York	$16.6M	-$7.72M	10	0.64%	Reduced
335	JP Morgan Private Wealth Advisors San Francisco, California	$16.5M	-$2.21M	4	0.1%	Reduced
336	ECP Elk Creek Partners Denver, Colorado	$16.5M	-$6.92M	1	1.37%	Reduced
337	Anchor Capital Advisors Boston, Massachusetts	$16.3M	-$709K	2	0.66%	Reduced
338	CAM ClariVest Asset Management San Diego, California	$16.2M	+$10.7M	4	0.35%	Increased
339	Vident Investment Advisory Alpharetta, Georgia	$16M	+$12.5M	5	0.9%	Increased
340	Ferguson Wellman Capital Management Portland, Oregon	$15.9M	-$331K	1	0.61%	Reduced
341	FMW Farr Miller & Washington Washington, District of Columbia	$15.7M	-$1.13M	1	1.49%	Reduced
342	CI Investments Inc Toronto, Ontario, Canada	$15.6M	+$2.28M	1	0.1%	Increased
343	MLICM Metropolitan Life Insurance Company (MetLife) New York	$15.5M	+$757K	16	0.31%	Increased
344	AIC AWM Investment Company New York	$15.4M	-$946K	1	3.36%	Reduced
345	CIBC World Markets New York	$15.4M	-$2.14M	5	0.14%	Reduced
346	Kornitzer Capital Management Shawnee Mission, Kansas	$15.4M	+$271K	2	0.31%	Increased
347	Arrowstreet Capital Boston, Massachusetts	$15.3M	+$16M	6	0.04%	Increased
348	1C 1060 Capital Denver, Colorado	$15.2M	-$18.2M	1	7.02%	Reduced
349	BCM Billings Capital Management Arlington, Virginia	$15.2M	+$4.1M	1	14.41%	Increased
350	MCIM Meadow Creek Investment Management Atlanta, Georgia	$15.1M	+$8.37M	8	0.35%	Increased