← 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	Wasatch Advisors Salt Lake City, Utah	$6.74M	-$1.4M	1	0.1%	Reduced
477	Meag Munich Ergo Munich, Germany	$6.72M	+$1.63M	2	0.35%	Increased
478	GS Gagnon Securities New York	$6.71M	+$954K	1	3.21%	Increased
479	Shelton Capital Management Denver, Colorado	$6.67M	+$819K	8	0.6%	Increased
480	MC Mitra Capital Boston, Massachusetts	$6.65M	+$5.87M	1	10.58%	New
481	WAM World Asset Management Detroit, Michigan	$6.65M	-$114K	5	0.27%	Reduced
482	MC Moors & Cabot Boston, Massachusetts	$6.57M	-$142K	4	1.18%	Reduced
483	Fifth Third Bancorp Cincinnati, Ohio	$6.56M	-$2M	8	0.06%	Reduced
484	SL SIB LLC New York, New York	$6.56M	$0	1	5.48%	Maintained
485	AA Apriem Advisors Irvine, California	$6.55M	+$84.9K	3	2.58%	Increased
486	PTB Pioneer Trust Bank Salem, Oregon	$6.51M	-$354K	1	4.1%	Reduced
487	CCM Cadence Capital Management Boston, Massachusetts	$6.5M	-$2.97M	3	0.46%	Reduced
488	CCPM Cooper Creek Partners Management New York	$6.49M	+$3.86M	1	4.68%	Increased
489	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$6.42M	-$152K	2	0.75%	Reduced
490	Cullen Capital Management New York	$6.34M	-$768K	2	0.22%	Reduced
491	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$6.31M	+$5.57M	1	2.32%	New
492	Mutual of America Capital Management New York	$6.26M	+$70.4K	4	0.14%	Increased
493	BIA Barry Investment Advisors New Bedford, Massachusetts	$6.25M	-$27.7K	1	1.99%	Reduced
494	Segall Bryant & Hamill Chicago, Illinois	$6.24M	-$901K	6	0.15%	Reduced
495	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.24M	+$38K	7	0.32%	Increased
496	CC Coastland Capital Palo Alto, California	$6.23M	+$4.43M	1	0.3%	Increased
497	WI WHV Investments San Francisco, California	$6.21M	-$97.3M	1	3.33%	Reduced
498	ZDA Zweig-DiMenna Associates New York	$6.2M	-$1.82M	1	0.55%	Reduced
499	SPC Stewart & Patten Company Lafayette, California	$6.19M	+$267K	1	1.24%	Increased
500	DILH Dai-ichi Life Holdings Tokyo, Japan	$6.03M	-$1.74M	3	0.18%	Reduced