← 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	Acadian Asset Management Boston, Massachusetts	$15.6M	+$9.16M	7	0.07%	Increased
377	LNB Ledyard National Bank	$15.6M	+$6.24M	2	2.06%	Increased
378	DIA Dean Investment Associates Beavercreek, Ohio	$15.6M	-$523K	4	2.27%	Reduced
379	GD Grandfield & Dodd New York	$15.3M	+$692K	2	1.6%	Increased
380	William Blair & Company Chicago, Illinois	$15.3M	+$3.3M	7	0.09%	Increased
381	SC Skylands Capital Milwaukee, Wisconsin	$15.3M	+$8.22M	2	2.11%	Increased
382	GL Governors Lane New York	$15.3M	$0	1	1.11%	Maintained
383	OCM Olstein Capital Management Purchase, New York	$15.2M	-$4.09M	2	2.51%	Reduced
384	NSCM New South Capital Management Memphis, Tennessee	$15.2M	+$96.4K	1	0.44%	Increased
385	Copeland Capital Management Conshohocken, Pennsylvania	$15.2M	+$3.74M	1	0.96%	Increased
386	British Columbia Investment Management Victoria, British Columbia, Canada	$15.1M	-$3.43M	2	0.13%	Reduced
387	Ferguson Wellman Capital Management Portland, Oregon	$15M	-$3.45M	1	0.51%	Reduced
388	LCM Lomas Capital Management New York	$14.9M	+$3.91M	1	1.6%	Increased
389	TCM Tygh Capital Management Portland, Oregon	$14.9M	-$11.5M	2	2.62%	Reduced
390	Credit Agricole Montrouge Cedex, France	$14.8M	-$369K	4	0.81%	Reduced
391	GS Gagnon Securities New York	$14.7M	-$281K	1	3.2%	Reduced
392	Swiss Life Asset Management Zurich,	$14.6M	+$8.14M	1	0.19%	Increased
393	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.6M	+$19.5K	11	0.18%	Increased
394	Bahl & Gaynor Cincinnati, Ohio	$14.5M	+$5.28M	3	0.13%	Increased
395	SRAM Stone Ridge Asset Management New York	$14.5M	+$6.93M	7	0.83%	Increased
396	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.4M	-$624K	2	1.58%	Reduced
397	Penserra Capital Management Orinda, California	$14.4M	+$12.4M	4	1.15%	Increased
398	GH GAM Holding Zurich, Switzerland	$14.3M	-$1.01M	3	0.6%	Reduced
399	NA Neuburgh Advisers Los Angeles, California	$14.1M	+$6.44M	5	0.48%	Increased
400	MSL Mackay Shields LLC New York	$14.1M	+$2.29M	8	0.1%	Increased