← 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
401	AAM Archipel Asset Management Stockholm, Sweden	$11.7M	+$8.98M	1	2.4%	New
402	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.7M	+$10.7M	3	0.35%	Increased
403	Dorsal Capital Management Redwood City, California	$11.6M	-$19.3M	1	2.2%	Reduced
404	ProShare Advisors Bethesda, Maryland	$11.6M	-$419K	12	0.27%	Reduced
405	R.M. Davis Inc Portland, Maine	$11.5M	+$10.9M	2	0.78%	Increased
406	SCM Stevens Capital Management Radnor, Pennsylvania	$11.4M	+$266K	7	0.34%	Increased
407	PTB Pioneer Trust Bank Salem, Oregon	$11.1M	-$297K	1	8.55%	Reduced
408	BCAM Boston Common Asset Management Boston, Massachusetts	$11.1M	-$151K	1	0.64%	Reduced
409	Impax Asset Management (UK) London, United Kingdom	$11.1M	+$4.07M	1	1.21%	Increased
410	Zacks Investment Management Chicago, Illinois	$11M	+$597K	3	0.48%	Increased
411	WP WMS Partners Towson, Maryland	$11M	-$186K	2	2.11%	Reduced
412	Utah Retirement Systems Salt Lake City, Utah	$11M	-$70K	5	0.36%	Reduced
413	Advisors Asset Management Monument, Colorado	$10.9M	+$350K	8	0.19%	Increased
414	SC Skylands Capital Milwaukee, Wisconsin	$10.8M	-$883K	2	1.2%	Reduced
415	TAM THB Asset Management Norwalk, Connecticut	$10.7M	-$562K	1	0.67%	Reduced
416	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$10.7M	+$7.75M	4	3.04%	Increased
417	Eastern Bank Boston, Massachusetts	$10.6M	+$10.4M	1	0.97%	New
418	WIC Willis Investment Counsel Gainesville, Georgia	$10.6M	$0	1	1.21%	Maintained
419	VAM Visium Asset Management New York	$10.6M	-$1.81M	3	0.24%	Reduced
420	Legal & General Group London, United Kingdom	$10.5M	+$2.88M	5	0.01%	Increased
421	F&C Asset Management Edinburgh, Scotland, United Kingdom	$10.5M	-$288K	3	0.14%	Reduced
422	RHJA Rice Hall James & Associates San Diego, California	$10.4M	-$1.03M	1	1%	Reduced
423	AFG American Financial Group Cincinnati, Ohio	$10.4M	+$209K	3	0.96%	Increased
424	Associated Banc-Corp Green Bay, Wisconsin	$10.4M	-$488K	1	0.82%	Reduced
425	RCMC RK Capital Management (Colorado) Denver, Colorado	$10.4M	+$9.21M	1	2.95%	New