← 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	TAM Taurus Asset Management New York	$7.48M	-$26.3K	1	1.38%	Reduced
452	Bridgeway Capital Management Houston, Texas	$7.45M	+$3.77M	5	0.13%	Increased
453	AC AFAM Capital Austin, Texas	$7.36M	-$177K	1	1.2%	Reduced
454	SC Spitfire Capital Mill Valley, California	$7.35M	-$1.11M	1	3.39%	Reduced
455	Barings Charlotte, North Carolina	$7.29M	+$2.48M	5	0.19%	Increased
456	PSCM Prince Street Capital Management New York	$7.27M	+$7.73M	1	1.47%	New
457	JIP Jaffetilchin Investment Partners Tampa, Florida	$7.08M	+$1.42M	2	2.24%	Increased
458	WHI William Harris Investors Chicago, Illinois	$7.06M	+$120K	1	1.77%	Increased
459	CIS Connors Investor Services Wyomissing, Pennsylvania	$7.06M	+$436K	1	1.4%	Increased
460	SHA Smith Hayes Advisers Lincoln, Nebraska	$7.06M	-$789K	2	1.44%	Reduced
461	Walleye Trading New York	$6.98M	-$2.56M	10	0.06%	Reduced
462	BlueCrest Capital Management St Helier, Jersey	$6.96M	+$4.66M	2	0.43%	Increased
463	ETM Euclidean Technologies Management Seattle, Washington	$6.96M	-$1.33M	4	7.08%	Reduced
464	Eagle Asset Management St Petersburg, Florida	$6.95M	-$15.3M	2	0.05%	Reduced
465	William Blair & Company Chicago, Illinois	$6.95M	-$128K	3	0.07%	Reduced
466	Martingale Asset Management Boston, Massachusetts	$6.92M	+$2.13M	4	0.14%	Increased
467	FBP Flippin Bruce & Porter Lynchburg, Virginia	$6.91M	+$439K	1	2.19%	Increased
468	Intact Investment Management Montreal, Quebec, Canada	$6.9M	+$525K	2	0.28%	Increased
469	Capital International Inc Los Angeles, California	$6.86M	-$3.81M	1	0.75%	Reduced
470	HW Hedeker Wealth Lincolnshire, Illinois	$6.85M	-$571K	2	6.42%	Reduced
471	Brown Advisory Baltimore, Maryland	$6.84M	+$1.17M	6	0.02%	Increased
472	Andra AP-fonden Goteborg, Sweden	$6.8M	-$378K	2	0.18%	Reduced
473	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$6.8M	+$341K	9	0.45%	Increased
474	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$6.78M	-$477K	5	0.28%	Reduced
475	GCP GSA Capital Partners London, United Kingdom	$6.78M	-$5.25M	9	0.43%	Reduced