← 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	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$13.9M	+$3.42M	2	1.62%	Increased
402	Manning & Napier Group Fairport, New York	$13.9M	-$2.64M	1	0.15%	Reduced
403	CTI Community Trust & Investment Versailles, Kentucky	$13.8M	-$162K	1	1.7%	Reduced
404	SCM Stevens Capital Management Radnor, Pennsylvania	$13.8M	-$12.9M	5	0.62%	Reduced
405	Associated Banc-Corp Green Bay, Wisconsin	$13.8M	+$397K	1	0.76%	Increased
406	Zurich Insurance Group Zurich, Switzerland	$13.7M	+$1.56M	3	0.27%	Increased
407	1M 13D Management New York	$13.7M	+$1.54M	1	4.14%	Increased
408	Eastern Bank Boston, Massachusetts	$13.7M	+$201K	1	0.87%	Increased
409	GH GAM Holding Zurich, Switzerland	$13.7M	-$848K	3	0.53%	Reduced
410	QF QVT Financial New York	$13.6M	$0	1	2.89%	Maintained
411	ABC Anchor Bolt Capital Chicago, Illinois	$13.6M	-$6.08M	1	1.31%	Reduced
412	Advisors Asset Management Monument, Colorado	$13.6M	+$829K	10	0.24%	Increased
413	TU TDAM USA Toronto, Ontario, Canada	$13.6M	-$263K	2	0.95%	Reduced
414	Cambridge Investment Research Advisors Fairfield, Iowa	$13.4M	+$593K	6	0.12%	Increased
415	NSCM New South Capital Management Memphis, Tennessee	$13.4M	-$1.14M	1	0.4%	Reduced
416	Assenagon Asset Management Senningerberg, Luxembourg	$13.3M	+$8.27M	3	0.1%	Increased
417	GIA Granite Investment Advisors Concord, New Hampshire	$13.3M	-$50.9K	2	2.51%	Reduced
418	GS Gagnon Securities New York	$13.3M	-$56.8K	1	2.87%	Reduced
419	Meyer Handelman Company Rye Brook, New York	$13.3M	-$296K	3	0.68%	Reduced
420	Oppenheimer Asset Management New York	$13.1M	+$230K	10	0.29%	Increased
421	AR Advisory Research Chicago, Illinois	$13M	+$107K	2	0.26%	Increased
422	BDS Banco de Sabadell Miami, Florida	$12.9M	+$9.52M	6	1.5%	Increased
423	SSA South Street Advisors New York	$12.9M	+$7.05M	2	3.84%	Increased
424	Pinnacle Associates New York	$12.9M	-$8.99M	6	0.3%	Reduced
425	TAM Taurus Asset Management New York	$12.8M	-$268K	1	1.75%	Reduced