← 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	WP WMS Partners Towson, Maryland	$15.3M	-$7.41K	4	1.79%	Reduced
352	TU TDAM USA Toronto, Ontario, Canada	$15.3M	-$1.01M	2	0.7%	Reduced
353	TSU TD Securities (USA) New York	$15.2M	+$1.61M	2	0.21%	Increased
354	AIP ARS Investment Partners New York	$15.2M	+$348K	1	2.78%	Increased
355	Robeco Schweiz Zurich, Switzerland	$15M	+$982K	2	1.25%	Increased
356	Fjarde Ap-fonden Stockholm, Sweden	$14.8M	-$736K	3	0.36%	Reduced
357	GAI General American Investors New York	$14.8M	$0	1	1.22%	Maintained
358	EULAV Asset Management Sarasota, Florida	$14.8M	$0	3	0.78%	Maintained
359	ProShare Advisors Bethesda, Maryland	$14.6M	-$4.48M	5	0.2%	Reduced
360	Acadian Asset Management Boston, Massachusetts	$14.5M	+$5.64M	3	0.07%	Increased
361	Whittier Trust South Pasadena, California	$14.4M	+$601K	5	0.64%	Increased
362	Summit Partners Public Asset Management Boston, Massachusetts	$14.4M	+$13.1M	2	5.02%	New
363	SEI Investments Oaks, Pennsylvania	$14.3M	+$4.12M	10	0.13%	Increased
364	DVM Dreman Value Management West Palm Beach, Florida	$14.3M	+$1.21M	4	1.18%	Increased
365	WIM Wilen Investment Management Bonita Springs, Florida	$14.2M	-$692K	2	9.55%	Reduced
366	AAP Ardsley Advisory Partners Stamford, Connecticut	$14.2M	+$8.9M	5	1.78%	Increased
367	Robeco Institutional Asset Management Rotterdam, Netherlands	$14.1M	+$14.2M	2	0.11%	New
368	OIM Oceanic Investment Management Douglas, Isle Of Man	$14.1M	-$923K	2	4.64%	Reduced
369	MPAM Monarch Partners Asset Management Boston, Massachusetts	$14M	+$4.34M	3	1.9%	Increased
370	Capital International Inc Los Angeles, California	$13.8M	$0	1	0.99%	Maintained
371	TCM Tensile Capital Management Larkspur, California	$13.8M	-$2.87M	1	3.8%	Reduced
372	CC Curian Capital Denver, Colorado	$13.5M	+$192K	5	0.23%	Increased
373	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.4M	+$1.9M	11	0.09%	Increased
374	Commonwealth Equity Services Waltham, Massachusetts	$13.4M	+$701K	4	0.13%	Increased
375	1M 13D Management New York	$13.4M	+$14.1M	1	3.02%	New