← 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	OAM Oxford Asset Management Oxford, United Kingdom	$9.54M	-$6.96M	3	0.27%	Reduced
402	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.48M	+$223K	6	0.22%	Increased
403	TAM THB Asset Management Norwalk, Connecticut	$9.45M	-$552K	1	1.08%	Reduced
404	Churchill Management Los Angeles, California	$9.4M	+$8.31M	1	0.66%	New
405	GIP Granite Investment Partners El Segundo, California	$9.39M	+$1.53M	3	0.85%	Increased
406	MIM Manitou Investment Management Toronto, Ontario, Canada	$9.28M	-$3.95M	1	3.86%	Reduced
407	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$9.24M	+$573K	1	3.77%	Increased
408	HA Halsey Associates New Haven, Connecticut	$9.14M	-$207K	1	2.05%	Reduced
409	LCP Lombardia Capital Partners Pasadena, California	$9.13M	-$10.9M	2	0.47%	Reduced
410	FHAM Folger Hill Asset Management New York	$9.06M	+$8M	1	0.51%	New
411	Creative Planning Overland Park, Kansas	$9.05M	+$788K	12	0.07%	Increased
412	LM Luminus Management Houston, Texas	$9.03M	-$1.45M	2	0.3%	Reduced
413	VDBMI Van Den Berg Management I Austin, Texas	$9.01M	+$19.9K	2	1.19%	Increased
414	KMC Kirr Marbach & Co Columbus, Indiana	$8.98M	-$3.06K	1	1.82%	Reduced
415	MC Maplelane Capital New York	$8.96M	+$7.7M	1	0.37%	Increased
416	Cohen & Steers New York	$8.9M	+$7.86M	1	0.02%	New
417	Manning & Napier Advisors Fairport, New York	$8.9M	-$307K	2	0.05%	Reduced
418	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.86M	+$256K	2	1.95%	Increased
419	Robeco Institutional Asset Management Rotterdam, Netherlands	$8.82M	+$3.35M	2	0.07%	Increased
420	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.73M	+$316K	8	0.27%	Increased
421	VAM Visium Asset Management New York	$8.72M	+$6M	2	0.15%	Increased
422	Bank of Nova Scotia Toronto, Ontario, Canada	$8.58M	+$6.91M	2	0.05%	Increased
423	Nordea Investment Management Stockholm, Sweden	$8.54M	-$932K	4	0.03%	Reduced
424	Nippon Life Global Investors Americas New York	$8.52M	+$645K	1	0.81%	Increased
425	1M 13D Management New York	$8.52M	-$2.02M	1	3.85%	Reduced