← 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	Utah Retirement Systems Salt Lake City, Utah	$12.7M	-$5.73K	6	0.33%	Reduced
352	Aberdeen Asset Management Aberdeen, United Kingdom	$12.7M	+$1.13M	2	0.05%	Increased
353	HighTower Advisors Chicago, Illinois	$12.7M	+$724K	4	0.15%	Increased
354	EverPoint Asset Management Stamford, Connecticut	$12.7M	+$10.6M	2	0.23%	Increased
355	Whittier Trust South Pasadena, California	$12.7M	-$44.1K	4	0.55%	Reduced
356	MCM McRae Capital Management Morristown, New Jersey	$12.6M	-$190K	2	5.73%	Reduced
357	Capital International Sarl Los Angeles, California	$12.4M	-$1.14M	1	1.05%	Reduced
358	GAI General American Investors New York	$12.4M	-$1.94M	1	1.27%	Reduced
359	Meyer Handelman Company Rye Brook, New York	$12.3M	-$158K	2	0.55%	Reduced
360	Associated Banc-Corp Green Bay, Wisconsin	$12.3M	+$104K	2	0.78%	Increased
361	JCM Jag Capital Management St Louis, Missouri	$11.9M	-$242K	1	2.33%	Reduced
362	SAM Scopus Asset Management New York	$11.9M	+$4.31M	1	0.2%	Increased
363	HSA Hussman Strategic Advisors Ellicott City, Maryland	$11.9M	+$1.37M	1	1.96%	Increased
364	WIM Wilen Investment Management Bonita Springs, Florida	$11.9M	-$2.26M	2	7.89%	Reduced
365	Causeway Capital Management Los Angeles, California	$11.8M	+$8.39M	2	0.22%	Increased
366	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11.7M	+$625K	1	0.53%	Increased
367	Capstone Investment Advisors New York	$11.6M	+$10.5M	3	0.25%	Increased
368	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$11.6M	-$27.1M	1	0.63%	Reduced
369	RSCM Rail-Splitter Capital Management Chicago, Illinois	$11.5M	+$10.5M	1	3.22%	New
370	TIP Torray Investment Partners Bethesda, Maryland	$11.4M	+$2.59K	1	1.25%	Increased
371	CAM Capstone Asset Management Houston, Texas	$11.2M	-$703K	10	0.32%	Reduced
372	HA Halsey Associates New Haven, Connecticut	$11.2M	-$24.9K	1	2.42%	Reduced
373	Axa Paris, France	$11.1M	-$490K	3	0.05%	Reduced
374	Mizuho Securities USA New York	$11.1M	+$10.9M	3	0.92%	New
375	PDM Penn Davis McFarland Dallas, Texas	$11M	-$204K	1	2.82%	Reduced