← 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	HA Halsey Associates New Haven, Connecticut	$14.7M	+$36.5K	1	2.89%	Increased
377	Xact Kapitalforvaltning Stockholm, Sweden	$14.6M	+$732K	2	0.42%	Increased
378	NRS Neville Rodie & Shaw New York	$14.6M	+$546K	3	1.63%	Increased
379	Associated Banc-Corp Green Bay, Wisconsin	$14.6M	+$434K	2	0.8%	Increased
380	GAI General American Investors New York	$14.5M	$0	1	1.38%	Maintained
381	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.4M	+$84.1K	11	0.23%	Increased
382	Mirae Asset Global Investments Seoul, South Korea	$14.3M	+$3.37M	3	0.26%	Increased
383	OAM Oxford Asset Management Oxford, United Kingdom	$14.3M	-$13.6M	6	0.28%	Reduced
384	TAM Taurus Asset Management New York	$14.2M	-$43K	1	2.2%	Reduced
385	Robeco Institutional Asset Management Rotterdam, Netherlands	$14.1M	+$2.85M	4	0.09%	Increased
386	VHMC Value Holdings Management Company Hampton Bays, New York	$13.9M	-$173K	1	5.25%	Reduced
387	IAM Impax Asset Management Portsmouth, New Hampshire	$13.8M	+$1.64M	2	0.79%	Increased
388	DIA Denver Investment Advisors Denver, Colorado	$13.8M	+$362K	3	0.67%	Increased
389	AAP Ardsley Advisory Partners Stamford, Connecticut	$13.8M	-$2.3M	3	1.83%	Reduced
390	SCM Suffolk Capital Management New York	$13.8M	+$12.9M	1	1.82%	New
391	Zurich Insurance Group Zurich, Switzerland	$13.7M	+$331K	3	0.38%	Increased
392	TIP Torray Investment Partners Bethesda, Maryland	$13.7M	+$340K	1	1.35%	Increased
393	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.7M	+$372K	8	0.16%	Increased
394	EP Elkfork Partners Portland, Oregon	$13.6M	-$30.2K	8	0.4%	Reduced
395	Meyer Handelman Company Rye Brook, New York	$13.6M	-$491K	2	0.62%	Reduced
396	Alpha Cubed Investments Irvine, California	$13.5M	+$536K	1	2.03%	Increased
397	Crossmark Global Holdings Houston, Texas	$13.3M	+$12.9M	9	0.34%	New
398	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$13.2M	+$1.94M	1	2.43%	Increased
399	BCM Beddow Capital Management Jackson, Wyoming	$13.1M	-$1.22M	2	5.35%	Reduced
400	Ladenburg Thalmann Financial Services Miami, Florida	$13.1M	+$976K	21	0.14%	Increased