← 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
476	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.64M	+$357K	5	0.18%	Increased
477	BlueCrest Capital Management St Helier, Jersey	$7.55M	+$6.99M	3	0.22%	Increased
478	Sentry Investments Toronto, Ontario, Canada	$7.55M	-$5.96M	1	0.09%	Reduced
479	CIBC World Market Toronto, Ontario, Canada	$7.51M	-$424K	5	0.03%	Reduced
480	Nippon Life Global Investors Americas New York	$7.5M	-$1.06M	1	0.68%	Reduced
481	DSI Daiwa SB Investments Tokyo, Japan	$7.44M	$0	1	1.45%	Maintained
482	CCB Cutter & Co Brokerage Ballwin, Missouri	$7.43M	-$82.1K	2	2.96%	Reduced
483	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.41M	+$933K	1	0.71%	Increased
484	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.38M	+$334K	4	1.07%	Increased
485	Johnson Investment Counsel Cincinnati, Ohio	$7.38M	-$2.45M	3	0.25%	Reduced
486	HFS Haverford Financial Services Radnor, Pennsylvania	$7.38M	-$309K	1	3.12%	Reduced
487	GMCM Gruber & McBaine Capital Management San Francisco, California	$7.36M	+$564K	4	1.99%	Increased
488	TAM Third Avenue Management New York	$7.35M	-$27.3M	3	0.18%	Reduced
489	PTB Pioneer Trust Bank Salem, Oregon	$7.29M	-$367K	1	4.71%	Reduced
490	HCM Highfields Capital Management Boston, Massachusetts	$7.25M	$0	1	0.07%	Maintained
491	MC Moors & Cabot Boston, Massachusetts	$7.23M	+$434K	4	1.18%	Increased
492	Foresters Investment Management New York	$7.16M	+$544K	2	0.14%	Increased
493	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.15M	-$25.9K	2	1.15%	Reduced
494	HP Harvey Partners Tarrytown, New York	$7.12M	+$220K	2	3.31%	Increased
495	Bridges Investment Management Omaha, Nebraska	$7.11M	+$139K	2	1.23%	Increased
496	KAM Keeley Asset Management Chicago, Illinois	$7.1M	+$393K	2	0.17%	Increased
497	Numeric Investors Boston, Massachusetts	$7.01M	+$3.86M	4	0.08%	Increased
498	Fiera Capital (Canada) Montreal, Quebec, Canada	$7M	+$636K	3	0.04%	Increased
499	United Capital Financial Advisors Irving, Texas	$6.99M	+$655K	3	0.08%	Increased
500	CHAM Clear Harbor Asset Management Stamford, Connecticut	$6.96M	+$221K	3	1.37%	Increased