← 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
501	Jefferies Group New York	$5.21M	+$1.69M	3	0.03%	Increased
502	Commerce Bank Kansas City, Missouri	$5.2M	-$195K	5	0.09%	Reduced
503	GA Gagnon Advisors New York	$5.18M	+$426K	1	4.22%	Increased
504	FBP Flippin Bruce & Porter Lynchburg, Virginia	$5.16M	+$2.99M	1	1.83%	Increased
505	D.A. Davidson & Co Great Falls, Montana	$5.14M	+$235K	9	0.18%	Increased
506	DCCA D.C. Capital Advisors New York	$5.13M	+$5.9M	1	3.26%	New
507	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.13M	$0	3	0.27%	Maintained
508	ACM Archer Capital Management New York	$5.12M	+$1.68M	1	0.72%	Increased
509	CCB Cutter & Co Brokerage Ballwin, Missouri	$5.12M	-$952K	1	2.52%	Reduced
510	SC Skylands Capital Milwaukee, Wisconsin	$5.1M	-$1.28M	3	0.69%	Reduced
511	TIM Thompson Investment Management Madison, Wisconsin	$5.09M	+$24.1K	1	1.1%	Increased
512	TAM Third Avenue Management New York	$5.05M	-$726K	3	0.14%	Reduced
513	Cubist Systematic Strategies Stamford, Connecticut	$5.03M	-$826K	7	0.25%	Reduced
514	Spot Trading Chicago, Illinois	$5.02M	+$2.89M	4	0.05%	Increased
515	ACP Ashfield Capital Partners San Francisco, California	$4.98M	-$1.07M	2	0.32%	Reduced
516	CIBC Asset Management Toronto, Ontario, Canada	$4.96M	+$55.5K	4	0.04%	Increased
517	OCG Opus Capital Group Cincinnati, Ohio	$4.95M	-$10.5M	1	0.84%	Reduced
518	Laurion Capital Management New York	$4.94M	+$3.79M	1	0.06%	Increased
519	Palisade Capital Management Fort Lee, New Jersey	$4.92M	-$523K	1	0.14%	Reduced
520	Quadrature Capital London, United Kingdom	$4.91M	+$3.38M	1	1.64%	Increased
521	Shelton Capital Management Denver, Colorado	$4.91M	-$53.3K	5	0.54%	Reduced
522	Sculptor Capital New York	$4.89M	+$663K	1	0.02%	Increased
523	PFU Parus Finance (UK) London, United Kingdom	$4.86M	+$45.9K	1	1.33%	Increased
524	SAM Scopus Asset Management New York	$4.83M	-$21.5M	1	0.13%	Reduced
525	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$4.77M	-$10.6M	1	0.19%	Reduced