← 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	CHA Cedar Hill Associates Chicago, Illinois	$12M	-$54.3K	1	2.06%	Reduced
352	HA Heartland Advisors Milwaukee, Wisconsin	$12M	-$421K	2	0.68%	Reduced
353	First Eagle Investment Management New York	$11.9M	+$462K	2	0.03%	Increased
354	TA Teton Advisors Rye, New York	$11.8M	-$3.7K	6	1.07%	Reduced
355	VDBMI Van Den Berg Management I Austin, Texas	$11.8M	+$501K	2	1.51%	Increased
356	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11.7M	-$501K	2	1.61%	Reduced
357	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$11.6M	+$4.03M	1	0.08%	Increased
358	Whittier Trust South Pasadena, California	$11.6M	+$777K	4	0.51%	Increased
359	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.6M	-$151K	8	0.15%	Reduced
360	HighTower Advisors Chicago, Illinois	$11.5M	-$1.73M	4	0.15%	Reduced
361	PFC Phocas Financial Corp Alameda, California	$11.5M	-$3.74M	1	0.54%	Reduced
362	Beck Mack & Oliver New York	$11.4M	-$7.68K	2	0.4%	Reduced
363	FPC Falcon Point Capital San Francisco, California	$11.3M	-$388K	1	1.95%	Reduced
364	Meyer Handelman Company Rye Brook, New York	$11.3M	-$270K	2	0.51%	Reduced
365	MCM McRae Capital Management Morristown, New Jersey	$11.3M	+$26.4K	2	5.23%	Increased
366	ZA Zweig Advisers Hartford, Connecticut	$11.2M	+$10.9M	1	1.92%	New
367	OCM Olstein Capital Management Purchase, New York	$11.1M	-$3.83M	1	1.51%	Reduced
368	Associated Banc-Corp Green Bay, Wisconsin	$11.1M	+$225K	2	0.71%	Increased
369	Westfield Capital Management Boston, Massachusetts	$11M	-$1.07M	1	0.09%	Reduced
370	ZWJ Investment Counsel Atlanta, Georgia	$10.9M	-$69.2K	1	1.09%	Reduced
371	DCM Dupont Capital Management Wilmington, Delaware	$10.8M	-$2.82M	5	0.24%	Reduced
372	KL KGH Ltd Nassau, Bahamas	$10.7M	+$8.39M	1	0.94%	Increased
373	Churchill Management Los Angeles, California	$10.7M	+$1.8M	1	0.7%	Increased
374	CAM Capstone Asset Management Houston, Texas	$10.7M	-$7.91M	10	0.32%	Reduced
375	Jane Street New York	$10.5M	-$9.54M	7	0.05%	Reduced