← 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	DILH Dai-ichi Life Holdings Tokyo, Japan	$7.84M	-$226K	3	0.25%	Reduced
527	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7.74M	-$10.5K	7	0.39%	Reduced
528	EIM Essex Investment Management Boston, Massachusetts	$7.73M	-$105K	5	1.13%	Reduced
529	Fuller & Thaler Asset Management San Mateo, California	$7.68M	-$1.41M	3	0.37%	Reduced
530	Welch & Forbes Boston, Massachusetts	$7.68M	-$3.13M	1	0.24%	Reduced
531	Granahan Investment Management Waltham, Massachusetts	$7.64M	-$1.69M	1	0.21%	Reduced
532	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$7.63M	+$7.79M	1	1.84%	Increased
533	DL Delta Lloyd Amsterdam, Netherlands	$7.55M	-$422K	3	0.26%	Reduced
534	MPAM Monarch Partners Asset Management Boston, Massachusetts	$7.54M	-$138K	3	2.75%	Reduced
535	WCP Waterfront Capital Partners New York	$7.52M	+$6.57M	1	3.27%	New
536	QIM Quest Investment Management Lake Oswego, Oregon	$7.5M	-$696K	2	0.7%	Reduced
537	SPC Stewart & Patten Company Lafayette, California	$7.49M	-$12K	1	1.53%	Reduced
538	Cullen Capital Management New York	$7.47M	-$1.43M	1	0.2%	Reduced
539	United Capital Financial Advisors Irving, Texas	$7.47M	+$5.49M	6	0.16%	Increased
540	MC Martin Currie Edinburgh, United Kingdom	$7.47M	-$619K	1	0.69%	Reduced
541	CAM Centre Asset Management New York	$7.38M	+$127K	1	1.09%	Increased
542	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$7.31M	-$665K	1	1.17%	Reduced
543	D.A. Davidson & Co Great Falls, Montana	$7.2M	-$40.3K	8	0.26%	Reduced
544	Capital Advisors Inc Tulsa, Oklahoma	$7.16M	-$386K	1	1.55%	Reduced
545	SCM Shah Capital Management Raleigh, North Carolina	$7.15M	-$8.99M	1	5.74%	Reduced
546	SGH Schonfeld Group Holdings Jericho, New York	$7.14M	+$107K	3	1.78%	Increased
547	WC Wexford Capital West Palm Beach, Florida	$7.11M	+$6.09M	3	0.54%	Increased
548	BIC Bridges Investment Counsel Omaha, Nebraska	$7.09M	-$397K	2	1.65%	Reduced
549	Scout Investments Kansas City, Missouri	$7.06M	+$309K	1	0.08%	Increased
550	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.03M	-$1.53M	2	0.06%	Reduced