← 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	Erste Asset Management Vienna, Austria	$23.4M	+$2.13M	6	0.8%	Increased
377	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$23.4M	+$22M	2	4.66%	New
378	FMW Farr Miller & Washington Washington, District of Columbia	$23.4M	-$5.64M	1	2.02%	Reduced
379	First National Bank of Omaha Omaha, Nebraska	$23.3M	+$1.75M	6	1.46%	Increased
380	Acadian Asset Management Boston, Massachusetts	$23.1M	-$5.25M	13	0.1%	Reduced
381	Cullen/Frost Bankers San Antonio, Texas	$23M	+$85.1K	7	0.57%	Increased
382	RE RBC Europe London, United Kingdom	$22.8M	-$1.87M	4	1.52%	Reduced
383	GD Grandfield & Dodd New York	$22.8M	+$157K	3	2.05%	Increased
384	Chartwell Investment Partners Berywn, Pennsylvania	$22.6M	+$258K	2	0.83%	Increased
385	Whittier Trust South Pasadena, California	$22.6M	+$276K	8	0.54%	Increased
386	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$22.5M	+$196K	2	0.71%	Increased
387	CC Carlson Capital Dallas, Texas	$22.5M	-$24.6M	2	0.66%	Reduced
388	Mutual of America Capital Management New York	$22.4M	+$2.77M	9	0.3%	Increased
389	ACM Argent Capital Management St Louis, Missouri	$22.2M	-$375K	1	0.85%	Reduced
390	Capital Advisors Inc Tulsa, Oklahoma	$22.2M	+$326K	2	0.9%	Increased
391	GAMCO Investors Greenwich, Connecticut	$22.1M	-$1.19M	6	0.25%	Reduced
392	Clark Capital Management Group Philadelphia, Pennsylvania	$22M	-$19.2M	1	0.41%	Reduced
393	TCW Group Los Angeles, California	$21.9M	+$1.74M	3	0.24%	Increased
394	Harvest Fund Management Beijing, China	$21.9M	+$1.76M	3	1.82%	Increased
395	LM Luminus Management Houston, Texas	$21.9M	+$13.3M	1	5.05%	Increased
396	GW&K Investment Management Boston, Massachusetts	$21.8M	+$693K	1	0.29%	Increased
397	OFCM One Fin Capital Management San Francisco, California	$21.6M	+$6.53M	2	13.85%	Increased
398	WFI West Family Investments Carlsbad, California	$21.5M	+$17.7M	1	8.05%	New
399	ETrade Capital Management Arlington, Virginia	$21.4M	+$2.01M	6	0.4%	Increased
400	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$21.4M	+$4.45M	3	2.44%	Increased