← 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	PDM Penn Davis McFarland Dallas, Texas	$10.3M	-$448K	1	3.05%	Reduced
452	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.3M	-$7.77M	2	0.06%	Reduced
453	Caxton Associates (New York) New York	$10.2M	+$10.1M	2	0.39%	Increased
454	WIM Wilen Investment Management Bonita Springs, Florida	$10.1M	-$239K	2	6.12%	Reduced
455	NA Navellier & Associates Reno, Nevada	$10M	+$99.1K	3	1.5%	Increased
456	BNP Paribas Asset Management Paris, France	$9.97M	-$9.99M	3	0.09%	Reduced
457	Ruffer LLP London, United Kingdom	$9.91M	-$3.82M	1	0.48%	Reduced
458	SCM SKBA Capital Management San Francisco, California	$9.88M	-$1.75M	1	1.49%	Reduced
459	1M 13D Management New York	$9.87M	-$560K	1	3.5%	Reduced
460	CC Cipher Capital New York	$9.72M	+$8.19M	3	0.76%	Increased
461	WAM World Asset Management Detroit, Michigan	$9.72M	-$901K	6	0.34%	Reduced
462	Advisor Group Phoenix, Arizona	$9.71M	+$1.33M	16	0.17%	Increased
463	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.64M	-$787K	2	0.19%	Reduced
464	Artisan Partners Milwaukee, Wisconsin	$9.6M	-$20.6M	1	0.02%	Reduced
465	WI WBI Investments Red Bank, New Jersey	$9.59M	+$8.23M	2	0.42%	Increased
466	SL SIB LLC New York, New York	$9.57M	$0	1	7.41%	Maintained
467	MUFG Securities EMEA London, United Kingdom	$9.54M	+$3.45M	1	0.36%	Increased
468	MPM Meritage Portfolio Management Overland Park, Kansas	$9.45M	+$62K	3	0.97%	Increased
469	IECM Intrinsic Edge Capital Management Chicago, Illinois	$9.42M	+$1.22M	1	2.91%	Increased
470	First Eagle Investment Management New York	$9.36M	+$99.1K	2	0.02%	Increased
471	Congress Asset Management Boston, Massachusetts	$9.36M	+$4.33M	3	0.17%	Increased
472	MCM Marathon Capital Management Hunt Valley, Maryland	$9.36M	+$159K	2	4.41%	Increased
473	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$9.28M	+$376K	1	3.52%	Increased
474	Cubist Systematic Strategies Stamford, Connecticut	$9.28M	+$6.49M	10	0.59%	Increased
475	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.25M	+$4.36M	1	0.55%	Increased