← 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	Eastern Bank Boston, Massachusetts	$17M	+$67K	1	1.04%	Increased
452	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$16.9M	+$3.85M	2	1.29%	Increased
453	KC Kepos Capital New York	$16.9M	+$13.2M	4	1.79%	Increased
454	Engineers Gate Manager New York	$16.9M	+$4.02M	9	0.79%	Increased
455	BCM Basso Capital Management Stamford, Connecticut	$16.6M	+$9.9M	2	5.75%	Increased
456	MFP Michael F. Price	$16.4M	+$423K	1	2.97%	Increased
457	DP DDD Partners Bellevue, Washington	$16.4M	+$1.04M	1	4.25%	Increased
458	Steward Partners Investment Advisory New York	$16.2M	-$1.09M	13	0.41%	Reduced
459	ACM Arosa Capital Management Miami Beach, Florida	$16.2M	-$3.42M	2	2.5%	Reduced
460	AAP Ardsley Advisory Partners Stamford, Connecticut	$16.2M	+$12.5M	2	3.12%	New
461	WAM WT Asset Management Hong Kong	$16.1M	-$64.8M	1	3.8%	Reduced
462	VWM Valley Wealth Managers Paramus, New Jersey	$15.9M	-$61.9K	2	1.75%	Reduced
463	DAM Delta Asset Management Memphis, Tennessee	$15.8M	-$16.6K	4	1.9%	Reduced
464	Bragg Financial Advisors Charlotte, North Carolina	$15.8M	+$1.37M	4	1.62%	Increased
465	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.8M	-$1.13M	2	0.04%	Reduced
466	GAI General American Investors New York	$15.7M	$0	1	1.81%	Maintained
467	Varma Mutual Pension Insurance Co Helsinki, Finland	$15.7M	+$7.62M	1	0.44%	Increased
468	Kestra Advisory Services Austin, Texas	$15.7M	+$13.1M	3	0.29%	New
469	WCM Investment Management Laguna Beach, California	$15.6M	-$5.6M	1	0.05%	Reduced
470	NIM Northeast Investment Management Boston, Massachusetts	$15.6M	+$789K	2	1.03%	Increased
471	Pinnacle Associates New York	$15.5M	+$114K	5	0.37%	Increased
472	FP Foundry Partners Minneapolis, Minnesota	$15.4M	+$2.79M	4	0.74%	Increased
473	Associated Banc-Corp Green Bay, Wisconsin	$15.4M	-$61.7K	7	0.66%	Reduced
474	Oppenheimer Asset Management New York	$15.4M	-$1.55M	8	0.3%	Reduced
475	PP PDT Partners New York	$15.3M	-$5.2M	4	1.01%	Reduced