← 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
376	GS Gagnon Securities New York	$13.3M	+$12M	1	4.14%	New
377	TSU TD Securities (USA) New York	$13.2M	+$78.9K	2	0.25%	Increased
378	Braun Stacey Associates New York	$13.1M	+$12.1K	1	0.81%	Increased
379	SCM Suffolk Capital Management New York	$13.1M	+$1.73M	1	1.77%	Increased
380	National Rural Electric Cooperative Association Arlington, Virginia	$13M	$0	1	0.3%	Maintained
381	CRCP Copper Rock Capital Partners Boston, Massachusetts	$13M	-$4.22M	2	1.39%	Reduced
382	Mitsubishi UFJ Asset Management Tokyo, Japan	$13M	+$2.96M	3	0.34%	Increased
383	Meyer Handelman Company Rye Brook, New York	$13M	+$3.36K	1	0.69%	Increased
384	Winton Capital Management London, United Kingdom	$12.9M	-$5.6M	2	0.16%	Reduced
385	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.9M	+$802K	4	0.28%	Increased
386	Janus Henderson Group London,	$12.8M	+$4.36M	2	0.14%	Increased
387	PP Palladium Partners Norfolk, Virginia	$12.7M	-$21.5K	1	1.29%	Reduced
388	Davis Selected Advisers Tucson, Arizona	$12.6M	-$2.06M	2	0.03%	Reduced
389	QS Batterymarch Financial Management New York	$12.5M	-$7.32M	2	0.27%	Reduced
390	SL SIB LLC New York, New York	$12.4M	$0	2	9.07%	Maintained
391	DIA Denver Investment Advisors Denver, Colorado	$12.3M	-$1.16M	2	0.26%	Reduced
392	CCI Columbus Circle Investors	$12.1M	-$71.3M	3	0.09%	Reduced
393	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$12M	+$3.59M	1	0.74%	Increased
394	PIM Profit Investment Management North Bethesda, Maryland	$11.9M	-$505K	2	0.49%	Reduced
395	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$11.9M	-$478K	4	0.76%	Reduced
396	TWI Thomas White International Chicago, Illinois	$11.9M	-$213K	3	1.72%	Reduced
397	NPIC Neumeier Poma Investment Counsel Carmel, California	$11.8M	+$2.25M	1	2.89%	Increased
398	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.8M	+$5.52M	3	0.34%	Increased
399	Anchor Capital Advisors Boston, Massachusetts	$11.8M	+$1.41M	1	0.25%	Increased
400	VBCP Vollero Beach Capital Partners New York	$11.7M	-$7.45M	1	0.85%	Reduced