← 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	AIM Avity Investment Management Greenwich, Connecticut	$17.2M	+$1.15M	1	3.22%	Increased
352	HBK Investments Dallas, Texas	$17.1M	+$8.09M	4	0.32%	Increased
353	MSA Mason Street Advisors Milwaukee, Wisconsin	$17M	-$7.82M	7	0.14%	Reduced
354	Nisa Investment Advisors St. Louis, Missouri	$16.9M	+$159K	7	0.24%	Increased
355	Gulf International Bank (UK) London, United Kingdom	$16.8M	+$136K	3	0.33%	Increased
356	CF Cypress Funds Los Angeles, California	$16.3M	$0	1	3.94%	Maintained
357	FA Friess Associates Greenville, Delaware	$16.3M	-$31.6M	2	1.27%	Reduced
358	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$16.2M	+$8.12M	2	1.55%	Increased
359	MAA Matrix Asset Advisors White Plains, New York	$16.1M	+$10.5M	1	1.93%	Increased
360	MCM Marathon Capital Management Hunt Valley, Maryland	$15.9M	-$65K	2	11.97%	Reduced
361	PIM Profit Investment Management North Bethesda, Maryland	$15.9M	$0	2	0.72%	Maintained
362	CAM Capstone Asset Management Houston, Texas	$15.8M	-$1.16M	8	0.48%	Reduced
363	GD Grandfield & Dodd New York	$15.7M	+$296K	1	2.46%	Increased
364	PFU Parus Finance (UK) London, United Kingdom	$15.6M	-$20.1M	1	4.26%	Reduced
365	Donaldson Capital Management Evansville, Indiana	$15.6M	+$12.5M	1	2.82%	Increased
366	ZCG Zesiger Capital Group New York	$15.6M	-$5.2M	1	5.65%	Reduced
367	Balyasny Asset Management Chicago, Illinois	$15.5M	-$51.5M	3	0.18%	Reduced
368	BCM Bodri Capital Management San Francisco, California	$15.5M	$0	3	7.73%	Maintained
369	Adams Diversified Equity Fund Baltimore, Maryland	$15.4M	$0	1	1.09%	Maintained
370	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$15.4M	-$918K	2	2.22%	Reduced
371	Brandywine Global Investment Management Philadelphia, Pennsylvania	$15.2M	+$822K	5	0.13%	Increased
372	Asset Management One Tokyo, Japan	$15.2M	+$96.7K	6	0.24%	Increased
373	Braun Stacey Associates New York	$15.2M	+$207K	1	0.89%	Increased
374	WP WMS Partners Towson, Maryland	$15.1M	+$242K	3	2.42%	Increased
375	WIC Willis Investment Counsel Gainesville, Georgia	$15.1M	-$107K	1	1.53%	Reduced