← 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
526	BCM Bluefin Capital Management New York	$6.2M	-$8.89M	2	0.58%	Reduced
527	PWPCM Perella Weinberg Partners Capital Management New York	$6.2M	+$5.2M	1	0.66%	Increased
528	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$6.17M	-$821K	3	0.84%	Reduced
529	AA Apriem Advisors Irvine, California	$6.16M	-$264K	3	2.67%	Reduced
530	Andra AP-fonden Goteborg, Sweden	$6.12M	+$1.02M	2	0.16%	Increased
531	Jupiter Investment Management London, United Kingdom	$6.11M	+$6.33M	2	0.58%	New
532	MCM Montibus Capital Management Portland, Oregon	$6.11M	+$4.96M	3	0.66%	Increased
533	MAM Mizuho Asset Management Tokyo, Japan	$6.09M	-$859K	3	0.9%	Reduced
534	Wilmington Savings Fund Society Wilmington, Delaware	$6.03M	+$26.5K	1	0.37%	Increased
535	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6M	$0	1	1%	Maintained
536	SCM Sandler Capital Management New York	$5.99M	+$4.6M	1	0.19%	New
537	DBG De Burlo Group Boston, Massachusetts	$5.99M	-$129K	1	1.63%	Reduced
538	Creative Planning Overland Park, Kansas	$5.96M	-$931K	13	0.12%	Reduced
539	MC Martin Currie Edinburgh, United Kingdom	$5.87M	+$5.72M	1	0.63%	New
540	TIM Thompson Investment Management Madison, Wisconsin	$5.82M	+$108K	1	1.26%	Increased
541	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.81M	+$50.2K	4	0.24%	Increased
542	VCAM Van Cleef Asset Management Beachwood, Ohio	$5.81M	+$23.1K	2	2.86%	Increased
543	Barings Charlotte, North Carolina	$5.8M	-$497K	4	0.25%	Reduced
544	PP Paloma Partners Greenwich, Connecticut	$5.76M	+$3.34M	5	0.23%	Increased
545	Cookson Peirce & Co Pittsburgh, Pennsylvania	$5.71M	+$4.43M	2	1.58%	New
546	PAM Paradigm Asset Management New York	$5.59M	+$1.63M	3	0.91%	Increased
547	Martingale Asset Management Boston, Massachusetts	$5.59M	+$499K	4	0.2%	Increased
548	Tenor Capital Management New York	$5.59M	$0	1	0.53%	Maintained
549	DIA Davidson Investment Advisors Great Falls, Montana	$5.52M	+$58K	1	0.89%	Increased
550	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.52M	-$46.9K	4	1.21%	Reduced