← 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	Capstone Investment Advisors New York	$51.1M	+$55.5M	3	0.15%	Increased
327	Summit Partners Public Asset Management Boston, Massachusetts	$50.1M	-$132M	1	2.17%	Reduced
328	UBV United Bank (Virginia) Vienna, Virginia	$49.8M	+$313K	2	6.84%	Increased
329	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$49.8M	+$3.46M	1	4.5%	Increased
330	Paradigm Capital Management Inc Albany, New York	$49.6M	+$2.76M	4	2.57%	Increased
331	Ancora Advisors Cleveland, Ohio	$49.5M	+$1.52M	6	1.37%	Increased
332	Castleark Management Chicago, Illinois	$49.1M	-$3.41M	2	1.77%	Reduced
333	Hotchkis & Wiley Capital Management Los Angeles, California	$47M	+$1.93M	7	0.14%	Increased
334	TAMH Taikang Asset Management (HK) Hong Kong	$47M	-$11.1M	1	8.86%	Reduced
335	Copeland Capital Management Conshohocken, Pennsylvania	$46.8M	+$7.45M	2	1.46%	Increased
336	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$46.6M	+$1.21M	15	0.8%	Increased
337	SCC Spring Creek Capital Wichita, Kansas	$46.4M	+$47.1M	2	2.01%	Increased
338	Cookson Peirce & Co Pittsburgh, Pennsylvania	$46.3M	+$25.2M	5	3.03%	Increased
339	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$46M	+$14M	9	0.87%	Increased
340	Maryland State Retirement & Pension System Baltimore, Maryland	$45.9M	+$41.2M	6	1.6%	Increased
341	E Ergoteles New York	$45.8M	+$38.5M	8	1.43%	Increased
342	FMW Farr Miller & Washington Washington, District of Columbia	$45.5M	+$347K	1	3.2%	Increased
343	NC Nitorum Capital New York	$45M	-$26M	1	2.22%	Reduced
344	Kennedy Capital Management St Louis, Missouri	$44.5M	+$1.25M	5	0.9%	Increased
345	GW&K Investment Management Boston, Massachusetts	$44.4M	-$427K	1	0.41%	Reduced
346	VVP Vulcan Value Partners Birmingham, Alabama	$44.2M	-$9.2M	1	0.26%	Reduced
347	SCA Southpoint Capital Advisors New York	$44M	+$39.8M	1	0.71%	New
348	Quadrature Capital London, United Kingdom	$43.4M	+$2.03M	3	2.1%	Increased
349	Loomis, Sayles & Company Boston, Massachusetts	$43.2M	-$782K	4	0.06%	Reduced
350	SC Shellback Capital Boston, Massachusetts	$42.8M	+$30.9M	1	2.54%	Increased