← 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	Orion Portfolio Solutions Omaha, Nebraska	$53.5M	+$5.52M	9	0.56%	Increased
477	LI Leeward Investments Boston, Massachusetts	$53.3M	+$1.06M	3	2.45%	Increased
478	iA Global Asset Management Quebec, Quebec, Canada	$53M	+$17.4M	3	1.01%	Increased
479	NEOS Investment Management Westport, Connecticut	$53M	+$20.1M	7	2.18%	Increased
480	ExodusPoint Capital Management New York	$52.6M	+$24.4M	11	0.36%	Increased
481	Zurich Insurance Group Zurich, Switzerland	$52.3M	-$21.4M	2	0.45%	Reduced
482	Bowen Hanes & Co Ponte Vedra Beach, Florida	$51.5M	-$349K	1	1.43%	Reduced
483	Atria Wealth Solutions New York	$51.3M	-$319K	11	0.57%	Reduced
484	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$51.2M	+$20.2M	9	1.18%	Increased
485	WTA Washington Trust Advisors Wellesley, Massachusetts	$51M	-$1.26M	7	4.69%	Reduced
486	DFO Duquesne Family Office New York	$51M	+$46.7M	1	1.75%	Increased
487	Cullen/Frost Bankers San Antonio, Texas	$50.8M	-$2.79M	9	0.74%	Reduced
488	Algert Global San Francisco, California	$50.6M	+$27.4M	11	1.68%	Increased
489	Meyer Handelman Company Rye Brook, New York	$50.5M	+$5.56M	4	1.78%	Increased
490	Icahn Carl Sunny Isles Beach, Florida	$50.5M	+$65.8M	1	0.47%	New
491	Crawford Investment Counsel Atlanta, Georgia	$50.5M	-$9.22M	6	0.96%	Reduced
492	AIC AWM Investment Company New York	$50.4M	-$8.38M	1	6.81%	Reduced
493	Avantax Advisory Services Dallas, Texas	$50.4M	+$22.7M	13	0.36%	Increased
494	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$50.1M	-$23.6M	4	0.48%	Reduced
495	IEQ Capital Foster City, California	$50M	+$8.3M	5	0.67%	Increased
496	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$49.9M	+$2.49M	5	1.71%	Increased
497	AIM Anatole Investment Management Central, Hong Kong	$49.7M	+$6.32M	1	19.02%	Increased
498	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$49.5M	+$1.48M	3	2.9%	Increased
499	Pinnacle Associates New York	$49.3M	+$359K	7	0.77%	Increased
500	Capital International Inc Los Angeles, California	$49.2M	+$5.13M	3	0.65%	Increased