← 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
451	Old National Bancorp Evansville, Indiana	$10.3M	+$303K	3	0.78%	Increased
452	OCM OMT Capital Management San Francisco, California	$10.3M	-$4.81M	1	4.54%	Reduced
453	Castleark Management Chicago, Illinois	$10.3M	+$12.6M	1	0.28%	New
454	TI Turner Investments Berwyn, Pennsylvania	$10.3M	-$20.4M	8	0.46%	Reduced
455	SCM Sandler Capital Management New York	$10.2M	-$49.7M	1	0.43%	Reduced
456	WBC Westpac Banking Corp Sydney, Australia	$10.2M	-$4.33M	5	0.1%	Reduced
457	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$10.2M	-$3.67M	4	2.48%	Reduced
458	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.2M	+$295K	5	0.25%	Increased
459	CIM Calvert Investment Management Bethesda, Maryland	$10.1M	-$304K	1	0.68%	Reduced
460	WAM Water Asset Management New York	$10.1M	+$10.2M	1	4.65%	New
461	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$10M	+$4.58M	4	1.5%	Increased
462	Cubist Systematic Strategies Stamford, Connecticut	$9.97M	+$10.3M	7	0.6%	New
463	Tudor Investment Corp Stamford, Connecticut	$9.88M	+$4.32M	5	0.38%	Increased
464	CAIMH Central Asset Investments & Management Holdings Hong Kong	$9.82M	-$8.71M	2	6.81%	Reduced
465	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$9.75M	+$9.76M	1	0.45%	New
466	Huntington National Bank Columbus, Ohio	$9.74M	-$773K	4	0.19%	Reduced
467	RCYC Richard C. Young & Co Newport, Rhode Island	$9.66M	+$468K	1	1.96%	Increased
468	GP Grow Partners San Diego, California	$9.66M	-$570K	1	7.01%	Reduced
469	GAMCO Investors Greenwich, Connecticut	$9.66M	-$2.13M	4	0.05%	Reduced
470	DL Delta Lloyd Amsterdam, Netherlands	$9.65M	+$1.79M	3	0.3%	Increased
471	Crawford Investment Counsel Atlanta, Georgia	$9.63M	+$89.4K	2	0.34%	Increased
472	Granahan Investment Management Waltham, Massachusetts	$9.61M	+$705K	1	0.28%	Increased
473	Hancock Whitney Gulfport, Mississippi	$9.6M	-$8.99M	3	0.35%	Reduced
474	OAM Origin Asset Management London, United Kingdom	$9.59M	-$295K	1	0.62%	Reduced
475	SAM Shell Asset Management The Hague, Netherlands	$9.59M	-$348K	5	0.15%	Reduced