← 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	United Capital Financial Advisors Irving, Texas	$24.3M	-$6.61M	5	0.14%	Reduced
502	Colony Group Boston, Massachusetts	$24.2M	+$5.85M	6	0.34%	Increased
503	Capricorn Investment Group Palo Alto, California	$24.2M	-$2.8M	1	7.43%	Reduced
504	VHAM Van Hulzen Asset Management El Dorado Hills, California	$24.1M	+$926K	2	2.78%	Increased
505	JC Joho Capital New York	$24.1M	+$24M	1	7.8%	New
506	MLICM Metropolitan Life Insurance Company (MetLife) New York	$24M	-$916K	18	1.08%	Reduced
507	DVF Discovery Value Fund Singapore	$23.9M	+$33.8M	1	6.93%	Increased
508	SC Sasco Capital Fairfield, Connecticut	$23.6M	-$2M	1	3.01%	Reduced
509	CTC Chai Trust Company Chicago, Illinois	$23.6M	$0	1	3.22%	Maintained
510	Prudential plc London, England, United Kingdom	$23.4M	+$9.48M	5	0.29%	Increased
511	South Dakota Investment Council Sioux Falls, South Dakota	$23.4M	+$3.21M	5	0.52%	Increased
512	Associated Banc-Corp Green Bay, Wisconsin	$23.4M	+$259K	3	0.97%	Increased
513	PTB Pioneer Trust Bank Salem, Oregon	$23.4M	-$549K	1	7.08%	Reduced
514	JCM Jag Capital Management St Louis, Missouri	$23.3M	-$3.1M	2	3.38%	Reduced
515	Gotham Asset Management New York	$23.3M	+$6.33M	10	0.66%	Increased
516	Cartenna Capital Stamford, Connecticut	$23.2M	-$20.4M	1	3.99%	Reduced
517	TD Waterhouse Canada Toronto, Ontario, Canada	$23.2M	+$2.29M	9	0.25%	Increased
518	Dai-ichi Life Insurance Company Tokyo, Japan	$23.1M	-$621K	3	0.53%	Reduced
519	Chilton Capital Management Houston, Texas	$23.1M	-$536K	2	1.44%	Reduced
520	TC Titleist Capital San Antonio, Texas	$23.1M	+$797K	2	5.4%	Increased
521	AHC Adell Harriman & Carpenter Houston, Texas	$22.9M	+$1.59M	3	2.64%	Increased
522	Summit Partners Public Asset Management Boston, Massachusetts	$22.8M	-$30.8M	2	1.44%	Reduced
523	WesBanco Bank Wheeling, West Virginia	$22.8M	+$7.57M	4	1.02%	Increased
524	Boothbay Fund Management New York	$22.8M	+$3.42M	11	0.53%	Increased
525	PAMI Perseverance Asset Management International George Town, Cayman Islands	$22.3M	+$21.5M	2	10.01%	Increased