← 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
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$63.7M +$36.8M 2 2.15% Increased
427
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$63.3M +$5M 5 1.71% Increased
428
Vaughan David Investments
Vaughan David Investments
Illinois
$63.1M -$1.29M 1 1.6% Reduced
429
AE Wealth Management
AE Wealth Management
Kansas
$63.1M +$12.7M 4 0.63% Increased
430
Congress Wealth Management
Congress Wealth Management
Massachusetts
$62.8M -$2.1M 6 1% Reduced
431
Two Sigma Advisers
Two Sigma Advisers
New York
$62.7M -$48.9M 17 0.14% Reduced
432
Twin Tree Management
Twin Tree Management
Texas
$62.6M +$30.8M 4 0.14% Increased
433
Erste Asset Management
Erste Asset Management
Austria
$62.6M +$667K 9 0.83% Increased
434
Kinetic Partners Management
Kinetic Partners Management
Florida
$62.2M +$33.3M 1 4.53% Increased
435
JSC
J. Stern & Co
United Kingdom
$62.2M -$9.3M 1 7.41% Reduced
436
MPM
MBB Public Markets
Illinois
$61.6M +$52.3M 7 1.24% Increased
437
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$61.6M +$40.3M 2 0.86% Increased
438
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$61.5M -$4.1M 4 1.55% Reduced
439
Temasek Holdings
Temasek Holdings
Singapore
$61.1M +$45.7M 2 0.28% Increased
440
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$61.1M +$29.6M 3 1.26% Increased
441
HFF
Halter Ferguson Financial
Indiana
$61M +$7.88M 1 43.27% Increased
442
Moran Wealth Management
Moran Wealth Management
Florida
$61M -$1.71M 5 2.01% Reduced
443
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$60.7M +$1.93M 5 1.03% Increased
444
Epoch Investment Partners
Epoch Investment Partners
New York
$60.5M -$37.4M 2 0.28% Reduced
445
Glenview Capital Management
Glenview Capital Management
New York
$60.5M +$65M 1 1.19% New
446
AAM
AMI Asset Management
California
$60.5M -$18.1M 1 3.26% Reduced
447
Mizuho Securities USA
Mizuho Securities USA
New York
$60M +$55.3M 5 1.33% New
448
NRS
Neville Rodie & Shaw
New York
$59.8M +$5.83M 4 4.54% Increased
449
Cartenna Capital
Cartenna Capital
Connecticut
$59.8M +$30.3M 2 2.28% Increased
450
Advisors Asset Management
Advisors Asset Management
Colorado
$59.6M -$468K 16 1.16% Reduced
16 17
18
19 20