← 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
351	SPC Standard Pacific Capital San Francisco, California	$16.4M	-$6.56M	1	2.85%	Reduced
352	CC Curian Capital Denver, Colorado	$16.3M	+$8.98M	3	0.29%	Increased
353	AIM Avity Investment Management Greenwich, Connecticut	$16.2M	+$16.7K	1	3.1%	Increased
354	Fjarde Ap-fonden Stockholm, Sweden	$16.2M	-$725K	3	0.34%	Reduced
355	LM Luminus Management Houston, Texas	$16.1M	-$26M	4	0.94%	Reduced
356	CCM Cadence Capital Management Boston, Massachusetts	$16.1M	-$11M	2	0.61%	Reduced
357	AIA AGF Investments America Toronto, Ontario, Canada	$16.1M	-$2.53M	4	5.55%	Reduced
358	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$16M	-$880K	2	2.27%	Reduced
359	TU TDAM USA Toronto, Ontario, Canada	$15.9M	+$14.3M	2	0.69%	Increased
360	GD Grandfield & Dodd New York	$15.9M	+$329K	1	2.58%	Increased
361	WIC Willis Investment Counsel Gainesville, Georgia	$15.6M	+$2.48M	1	0.73%	Increased
362	CL Croft-Leominster Baltimore, Maryland	$15.6M	-$778K	5	2.37%	Reduced
363	Adams Diversified Equity Fund Baltimore, Maryland	$15.6M	$0	1	1.1%	Maintained
364	State of Tennessee, Department of Treasury Nashville, Tennessee	$15.6M	-$20.4M	6	0.09%	Reduced
365	HCCM Herring Creek Capital Management Stamford, Connecticut	$15.6M	+$14.5M	1	3.58%	New
366	VBCP Vollero Beach Capital Partners New York	$15.3M	+$2.22M	1	1.02%	Increased
367	Hood River Capital Management Palm Beach Gardens, Florida	$15.3M	-$4.12M	2	2.28%	Reduced
368	Braun Stacey Associates New York	$15.1M	+$570K	1	0.87%	Increased
369	TSU TD Securities (USA) New York	$15.1M	+$454K	2	0.26%	Increased
370	Gulf International Bank (UK) London, United Kingdom	$15.1M	+$14.4M	3	0.3%	New
371	Robeco Institutional Asset Management Rotterdam, Netherlands	$15.1M	+$8.87M	2	0.13%	Increased
372	CRCP Copper Rock Capital Partners Boston, Massachusetts	$15.1M	+$1.05M	2	1.48%	Increased
373	PIM Profit Investment Management North Bethesda, Maryland	$14.9M	+$1.1M	2	0.68%	Increased
374	Brandywine Global Investment Management Philadelphia, Pennsylvania	$14.8M	-$18.4M	5	0.14%	Reduced
375	OCM OMT Capital Management San Francisco, California	$14.8M	+$387K	1	4.46%	Increased