← 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	DIA Davidson Investment Advisors Great Falls, Montana	$9.9M	-$197K	1	0.98%	Reduced
477	Eagle Asset Management St Petersburg, Florida	$9.85M	+$255K	3	0.05%	Increased
478	SCM SIR Capital Management New York	$9.83M	+$3.93M	2	1.46%	Increased
479	UR USCA RIA Houston, Texas	$9.79M	+$65.8K	1	1%	Increased
480	TAM Third Avenue Management New York	$9.78M	+$563K	1	0.55%	Increased
481	OPCM Osborne Partners Capital Management San Francisco, California	$9.71M	+$263K	1	1.24%	Increased
482	SL SIB LLC New York, New York	$9.71M	$0	1	6.38%	Maintained
483	ECP Electron Capital Partners New York	$9.6M	+$9.79M	1	1.38%	New
484	Fifth Third Bancorp Cincinnati, Ohio	$9.58M	-$428K	8	0.06%	Reduced
485	AC AFAM Capital Austin, Texas	$9.58M	+$62.7K	1	1.33%	Increased
486	GHCM Glen Harbor Capital Management San Diego, California	$9.56M	+$3.3M	8	0.19%	Increased
487	GAM GVO Asset Management Zug, Switzerland	$9.53M	+$4.97M	1	3.33%	Increased
488	AC Ascend Capital Orinda, California	$9.48M	+$9.5M	1	0.48%	New
489	DAM Delta Asset Management Memphis, Tennessee	$9.47M	+$273K	6	1.26%	Increased
490	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.45M	$0	2	0.59%	Maintained
491	Amalgamated Bank New York	$9.43M	-$1.66M	7	0.23%	Reduced
492	PDM Penn Davis McFarland Dallas, Texas	$9.43M	-$107K	1	2.72%	Reduced
493	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$9.43M	-$1.44M	1	0.55%	Reduced
494	QF QVT Financial New York	$9.35M	-$3.74M	1	2.41%	Reduced
495	HAM Hillcrest Asset Management Plano, Texas	$9.26M	-$249K	1	1.76%	Reduced
496	VDBMI Van Den Berg Management I Austin, Texas	$9.16M	-$75.7K	2	0.98%	Reduced
497	BCM Beddow Capital Management Jackson, Wyoming	$9.13M	+$1.59M	2	4.06%	Increased
498	Bahl & Gaynor Cincinnati, Ohio	$9.11M	-$1.16M	3	0.12%	Reduced
499	WIM Wilen Investment Management Bonita Springs, Florida	$9.11M	-$415K	2	6.1%	Reduced
500	Verition Fund Management Greenwich, Connecticut	$9.1M	+$3.27M	6	0.33%	Increased