← 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
426	BHTS Bar Harbor Trust Services Ellsworth, Maine	$11.7M	-$243K	2	6.2%	Reduced
427	RI Redwood Investments Boston, Massachusetts	$11.5M	-$879K	1	1.31%	Reduced
428	Oppenheimer Asset Management New York	$11.5M	+$447K	9	0.3%	Increased
429	Fort Washington Investment Advisors Cincinnati, Ohio	$11.5M	-$26.1K	3	0.18%	Reduced
430	Mutual of America Capital Management New York	$11.5M	+$390K	5	0.19%	Increased
431	Shelton Capital Management Denver, Colorado	$11.4M	-$155K	8	0.77%	Reduced
432	Cullen Capital Management New York	$11.4M	+$3.45M	2	0.4%	Increased
433	D.A. Davidson & Co Great Falls, Montana	$11.3M	-$587K	5	0.22%	Reduced
434	NIM NXG Investment Management Dallas, Texas	$11.3M	-$969K	2	0.36%	Reduced
435	Quantbot Technologies New York	$11.2M	+$6.47M	7	1.07%	Increased
436	RCYC Richard C. Young & Co Newport, Rhode Island	$11.2M	+$79.3K	1	2.12%	Increased
437	AIM Assured Investment Management New York	$11.1M	+$4.68M	3	0.23%	Increased
438	Schonfeld Strategic Advisors New York	$11.1M	+$3.68M	5	1.01%	Increased
439	Caxton Associates (New York) New York	$11M	+$342K	5	0.39%	Increased
440	CEP Chicago Equity Partners Chicago, Illinois	$11M	-$6.28M	4	0.35%	Reduced
441	ArrowMark Colorado Holdings Denver, Colorado	$10.9M	+$342	1	0.12%	Increased
442	1M 13D Management New York	$10.9M	+$1.08M	1	4.15%	Increased
443	SL SIB LLC New York, New York	$10.9M	$0	1	7.79%	Maintained
444	WIM Wilen Investment Management Bonita Springs, Florida	$10.8M	-$898K	2	6.59%	Reduced
445	Beck Mack & Oliver New York	$10.8M	-$519K	1	0.35%	Reduced
446	JIP Jaffetilchin Investment Partners Tampa, Florida	$10.8M	-$55.7K	2	2.54%	Reduced
447	Bridgeway Capital Management Houston, Texas	$10.7M	-$1.72M	5	0.12%	Reduced
448	Cubist Systematic Strategies Stamford, Connecticut	$10.7M	+$1.32M	10	0.6%	Increased
449	MC Martin Currie Edinburgh, United Kingdom	$10.7M	+$149K	1	0.82%	Increased
450	Advisor Group Phoenix, Arizona	$10.7M	+$1.18M	16	0.17%	Increased