← 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	Shelton Capital Management Denver, Colorado	$8.76M	+$1.2M	8	0.67%	Increased
452	South Dakota Investment Council Sioux Falls, South Dakota	$8.67M	+$2.78M	5	0.18%	Increased
453	Mizuho Securities USA New York	$8.62M	-$2.75M	2	0.36%	Reduced
454	GAMCO Investors Greenwich, Connecticut	$8.61M	-$27.3K	5	0.05%	Reduced
455	Summit Partners Public Asset Management Boston, Massachusetts	$8.55M	$0	1	1.82%	Maintained
456	Kornitzer Capital Management Shawnee Mission, Kansas	$8.5M	+$4.72M	2	0.16%	Increased
457	Coatue Management New York	$8.47M	+$7.81M	1	0.1%	New
458	FBP Flippin Bruce & Porter Lynchburg, Virginia	$8.44M	+$385K	1	2.05%	Increased
459	PRCM Pine River Capital Management Minnetonka, Minnesota	$8.34M	+$8.1M	2	0.3%	New
460	Xact Kapitalforvaltning Stockholm, Sweden	$8.34M	+$721K	2	0.29%	Increased
461	PP Prospector Partners Guilford, Connecticut	$8.27M	-$907K	2	1.23%	Reduced
462	Wilmington Savings Fund Society Wilmington, Delaware	$8.27M	-$163K	1	0.52%	Reduced
463	SRC Shufro Rose & Co New York	$8.25M	-$2.33M	2	0.92%	Reduced
464	ExxonMobil Investment Management Irving, Texas	$8.23M	-$870K	2	0.18%	Reduced
465	MAM Meeder Asset Management Dublin, Ohio	$8.23M	+$3.42M	5	0.79%	Increased
466	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.2M	+$9.36K	5	0.17%	Increased
467	Amalgamated Bank New York	$8.19M	+$1.52M	8	0.37%	Increased
468	Cohen & Steers New York	$8.17M	$0	1	0.02%	Maintained
469	WAM World Asset Management Detroit, Michigan	$8.15M	-$440K	7	0.31%	Reduced
470	NC Nitorum Capital New York	$8.06M	+$3.05M	1	2.32%	Increased
471	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.97M	+$137K	1	1.68%	Increased
472	QS Investors New York	$7.96M	-$1.74M	12	0.07%	Reduced
473	OCG Opus Capital Group Cincinnati, Ohio	$7.91M	+$7.12M	3	1.17%	Increased
474	KI Kalmar Investments Greenville, Delaware	$7.9M	-$461K	1	0.41%	Reduced
475	2L 22NW LP Seattle, Washington	$7.79M	+$6.98M	4	4.67%	New