← 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	DCCA D.C. Capital Advisors New York	$15M	-$14.7M	1	5.94%	Reduced
377	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$14.9M	+$10.7M	1	3.16%	Increased
378	MP Makaira Partners La Jolla, California	$14.9M	+$14.8M	1	2.67%	New
379	Zacks Investment Management Chicago, Illinois	$14.8M	+$1.68M	4	0.55%	Increased
380	Group One Trading Chicago, Illinois	$14.8M	+$11.4M	7	0.25%	Increased
381	MCM Mitchell Capital Management Leawood, Kansas	$14.7M	+$4.87M	2	5.02%	Increased
382	Meyer Handelman Company Rye Brook, New York	$14.5M	+$434K	2	0.7%	Increased
383	TSU TD Securities (USA) New York	$14.4M	-$1,000K	2	0.26%	Reduced
384	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$14.3M	+$1.39M	4	1.05%	Increased
385	RCM Riverhead Capital Management Wilmington, Delaware	$14.3M	+$5.67M	4	0.31%	Increased
386	Eastern Bank Boston, Massachusetts	$14.3M	+$1.95M	1	1.2%	Increased
387	HA Heartland Advisors Milwaukee, Wisconsin	$14.2M	+$1.48M	3	0.25%	Increased
388	Marshall Wace London, United Kingdom	$14.2M	+$14.3M	1	0.26%	New
389	LPL Financial San Diego, California	$14.1M	+$306K	8	0.09%	Increased
390	PC Pier Capital Stamford, Connecticut	$14.1M	+$6.61M	2	1.82%	Increased
391	CRCP Copper Rock Capital Partners Boston, Massachusetts	$14.1M	+$957K	2	1.38%	Increased
392	CCM Contrarian Capital Management Greenwich, Connecticut	$13.9M	+$15.8M	1	3.34%	New
393	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$13.9M	+$2.5M	5	3.32%	Increased
394	Advisors Asset Management Monument, Colorado	$13.8M	+$1.18M	8	0.21%	Increased
395	WBC Westpac Banking Corp Sydney, Australia	$13.8M	+$7.97M	5	0.15%	Increased
396	Allstate Corporation Northbrook, Illinois	$13.8M	+$13.5M	1	0.44%	New
397	CEP Chicago Equity Partners Chicago, Illinois	$13.8M	+$10.8M	2	0.38%	Increased
398	Causeway Capital Management Los Angeles, California	$13.8M	+$4.53M	1	0.62%	Increased
399	Fifth Third Bancorp Cincinnati, Ohio	$13.7M	-$56.3K	6	0.13%	Reduced
400	Todd Asset Management Louisville, Kentucky	$13.5M	+$5.51M	1	0.39%	Increased