← 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	GAMCO Investors Greenwich, Connecticut	$9.35M	+$109K	5	0.05%	Increased
452	Manning & Napier Advisors Fairport, New York	$9.27M	+$285K	2	0.04%	Increased
453	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.24M	-$1.93M	3	0.58%	Reduced
454	GS Gagnon Securities New York	$9.19M	-$167K	1	2.95%	Reduced
455	Tudor Investment Corp Stamford, Connecticut	$9.18M	-$2.11M	6	0.32%	Reduced
456	Old National Bancorp Evansville, Indiana	$9.08M	+$297K	4	0.58%	Increased
457	RCYC Richard C. Young & Co Newport, Rhode Island	$9.06M	+$114K	1	1.92%	Increased
458	ExxonMobil Investment Management Irving, Texas	$9.06M	-$368K	2	0.21%	Reduced
459	SC Skylands Capital Milwaukee, Wisconsin	$9.05M	-$2.72M	2	0.93%	Reduced
460	Palisade Capital Management Fort Lee, New Jersey	$9.03M	-$4.12M	1	0.22%	Reduced
461	FMT First Mercantile Trust Cordova, Tennessee	$9.03M	+$158K	10	0.75%	Increased
462	CIBC World Market Toronto, Ontario, Canada	$9M	+$685K	5	0.03%	Increased
463	SRC Shufro Rose & Co New York	$9M	-$47.1K	2	0.92%	Reduced
464	Chartwell Investment Partners Berywn, Pennsylvania	$8.97M	-$33.8M	1	0.19%	Reduced
465	BPIM Brant Point Investment Management New York	$8.96M	-$2.44M	2	0.84%	Reduced
466	HP Harvey Partners Tarrytown, New York	$8.9M	+$2.25M	1	2.91%	Increased
467	AIA AGF Investments America Toronto, Ontario, Canada	$8.88M	-$1.41M	2	4.44%	Reduced
468	Belvedere Trading Chicago, Illinois	$8.87M	+$9.35M	1	0.07%	New
469	Aberdeen Asset Management Aberdeen, United Kingdom	$8.87M	-$4.27M	2	0.02%	Reduced
470	BCMNY Buckingham Capital Management (New York) New York	$8.74M	+$269K	1	0.77%	Increased
471	ARTA A.R.T. Advisors New York	$8.74M	+$8.53M	5	0.33%	Increased
472	QS Investors New York	$8.71M	+$8.34M	3	0.1%	Increased
473	Zurich Cantonal Bank Zurich, Switzerland	$8.61M	+$1.79M	6	0.26%	Increased
474	VHMC Value Holdings Management Company Hampton Bays, New York	$8.6M	+$1.98M	2	6.1%	Increased
475	SL SIB LLC New York, New York	$8.6M	-$582K	1	6.04%	Reduced