← 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	Wilmington Savings Fund Society Wilmington, Delaware	$10.6M	-$2.17K	2	0.56%	Reduced
452	LIM Lagoda Investment Management New York	$10.6M	-$2.93M	1	4.45%	Reduced
453	RC Randolph Company Cincinnati, Ohio	$10.6M	+$9.96M	1	1.76%	New
454	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.6M	+$117K	1	0.14%	Increased
455	EP Elkfork Partners Portland, Oregon	$10.5M	+$3.8M	7	0.25%	Increased
456	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$10.5M	+$414K	1	0.85%	Increased
457	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$10.5M	-$3.86M	1	0.95%	Reduced
458	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$10.5M	$0	1	3.21%	Maintained
459	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$10.4M	+$1.85M	1	2.14%	Increased
460	SFM Stack Financial Management Whitefish, Montana	$10.4M	-$318K	1	1.13%	Reduced
461	AIC AWM Investment Company New York	$10.4M	+$1.45M	1	1.72%	Increased
462	SIM Sonora Investment Management Tucson, Arizona	$10.4M	-$38.9K	3	1.44%	Reduced
463	Cambridge Investment Research Advisors Fairfield, Iowa	$10.4M	+$1.77M	7	0.1%	Increased
464	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.3M	-$726K	1	0.48%	Reduced
465	TAM THB Asset Management Norwalk, Connecticut	$10.2M	-$2.49M	1	1.25%	Reduced
466	ArrowMark Colorado Holdings Denver, Colorado	$10.1M	$0	1	0.08%	Maintained
467	Mariner Independent Advisor Network Overland Park, Kansas	$10M	+$5.29M	1	1.26%	Increased
468	DZ Bank Frankfurt Am Main, Germany	$10M	+$1.3M	2	0.04%	Increased
469	Bank of Nova Scotia Toronto, Ontario, Canada	$10M	-$6.06M	3	0.04%	Reduced
470	Synovus Financial Columbus, Georgia	$9.99M	+$461K	6	0.16%	Increased
471	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$9.94M	+$3.09M	9	0.1%	Increased
472	EULAV Asset Management Sarasota, Florida	$9.93M	-$7.37M	2	0.43%	Reduced
473	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.92M	+$309K	5	0.2%	Increased
474	Curi RMB Capital Chicago, Illinois	$9.9M	-$4.39M	5	0.24%	Reduced
475	NC Northpointe Capital Bloomfield Hills, Michigan	$9.9M	-$1.1M	1	1.43%	Reduced