← 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	ORIO Old Republic International (ORI) Chicago, Illinois	$128M	-$11.6M	2	5.1%	Reduced
452	CC Covalis Capital London, United Kingdom	$128M	+$96.3M	6	7.89%	Increased
453	Stephens Investment Management Group Houston, Texas	$128M	+$27.9M	4	1.75%	Increased
454	AIP ARS Investment Partners New York	$128M	+$26.2M	7	6.64%	Increased
455	Voleon Capital Management Berkeley, California	$128M	-$12.7M	10	2.75%	Reduced
456	Carnegie Investment Counsel Pepper Pike, Ohio	$127M	-$2.85M	6	2.48%	Reduced
457	D.A. Davidson & Co Great Falls, Montana	$127M	+$1.44M	12	0.77%	Increased
458	Stratos Wealth Partners Beachwood, Ohio	$127M	+$7.52M	13	1.44%	Increased
459	HM Payson & Co Portland, Maine	$126M	-$31.7M	10	1.82%	Reduced
460	GCM Gladstone Capital Management London, United Kingdom	$125M	+$24.4M	2	12.59%	Increased
461	Capital Advisors Inc Tulsa, Oklahoma	$125M	-$15.9M	3	2%	Reduced
462	Atria Investments Charlotte, North Carolina	$125M	+$31.9M	16	1.39%	Increased
463	Capital International Los Angeles, California	$123M	+$662K	2	4.57%	Increased
464	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$123M	-$12.7M	9	0.31%	Reduced
465	Pacer Advisors Malvern, Pennsylvania	$123M	-$67.2M	11	0.35%	Reduced
466	Danica Pension Livsforsikrings Copenhagen V,	$123M	-$21.7M	4	2.3%	Reduced
467	Sterling Capital Management Charlotte, North Carolina	$122M	+$17.4M	28	2.31%	Increased
468	VCM Valiant Capital Management San Francisco, California	$121M	-$4.73M	3	6.97%	Reduced
469	MAI Capital Management Independence, Ohio	$121M	+$4.6M	34	0.68%	Increased
470	ACG Aventail Capital Group New York	$121M	+$65.3M	10	5.8%	Increased
471	RB Robert Bosch Gerlingen Schillerhoehe, Germany	$120M	$0	1	75.03%	Maintained
472	Tema ETFs New York	$120M	+$20.2M	5	8.07%	Increased
473	Kestra Private Wealth Services Austin, Texas	$120M	+$5.06M	14	1.48%	Increased
474	iA Global Asset Management Quebec, Quebec, Canada	$119M	-$39.3K	2	1.69%	Reduced
475	GIM Goodlander Investment Management Dallas, Texas	$119M	+$25.5M	3	41.12%	Increased