← 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	IP Interval Partners New York	$81.9M	-$50.2M	4	1.61%	Reduced
477	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$81.9M	-$15.7M	3	9.27%	Reduced
478	W.H. Reaves & Co Jersey City, New Jersey	$81.9M	+$422K	2	2.16%	Increased
479	GAMCO Investors Greenwich, Connecticut	$81.7M	-$1.7M	10	0.86%	Reduced
480	Carmignac Gestion Paris, France	$81.5M	+$15.6M	4	1.3%	Increased
481	Envestnet Portfolio Solutions Chicago, Illinois	$81.2M	+$4.91M	12	0.27%	Increased
482	Meitav Investment House Bene-Beraq, Israel	$80.2M	-$51.4M	4	1.35%	Reduced
483	Jupiter Asset Management London, United Kingdom	$80.1M	+$35.4M	1	0.78%	Increased
484	LGT Group Foundation Vaduz, Liechtenstein	$79.8M	-$9.48M	5	1.24%	Reduced
485	TC TownSquare Capital Provo, Utah	$79.3M	-$2.49M	10	0.9%	Reduced
486	CA Cornerstone Advisors Asheville, North Carolina	$79.3M	+$161K	3	3.16%	Increased
487	SAM Securian Asset Management St Paul, Minnesota	$79.1M	-$1.67M	10	2.3%	Reduced
488	DFO Duquesne Family Office New York	$78.8M	+$34.2M	3	2.12%	Increased
489	ONGA O'Neil Global Advisors Los Angeles, California	$78.4M	-$35.2M	2	22.89%	Reduced
490	Carnegie Investment Counsel Pepper Pike, Ohio	$78.4M	-$76.4K	6	2.25%	Reduced
491	ECP ControlCo Summit, New Jersey	$78.3M	-$32.1M	1	30.18%	Reduced
492	JC Joho Capital New York	$78.3M	-$13.7M	1	13.58%	Reduced
493	GCM Gladstone Capital Management London, United Kingdom	$78.1M	-$64.4M	3	6.51%	Reduced
494	Cullen/Frost Bankers San Antonio, Texas	$77.8M	+$11.6M	8	1.06%	Increased
495	PAR Capital Management Boston, Massachusetts	$77.7M	$0	1	2.29%	Maintained
496	Citizens Financial Group Providence, Rhode Island	$77.2M	+$17.6M	5	1.51%	Increased
497	ExodusPoint Capital Management New York	$77.2M	-$36.5M	14	0.53%	Reduced
498	Advisory Services Network Atlanta, Georgia	$76.5M	+$7.33M	9	1.43%	Increased
499	AV Aspiring Ventures Cincinnati, Ohio	$76.4M	+$57.7M	2	48.18%	New
500	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$76.2M	+$7.16M	6	0.34%	Increased