← 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	PEAK6 Group Chicago, Illinois	$5.26M	-$15M	4	0.04%	Reduced
527	DIA Davidson Investment Advisors Great Falls, Montana	$5.23M	-$23.7K	1	0.88%	Reduced
528	Advisor Group Phoenix, Arizona	$5.17M	+$5.41M	14	0.14%	New
529	South Dakota Investment Council Sioux Falls, South Dakota	$5.09M	-$203K	3	0.11%	Reduced
530	KAM Kavi Asset Management New York	$5.05M	+$779K	1	4.06%	Increased
531	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.03M	+$921K	1	0.36%	Increased
532	FC FCA Corp Houston, Texas	$4.97M	+$179K	2	2.54%	Increased
533	AC Amici Capital New York	$4.96M	+$1.82M	2	0.93%	Increased
534	OPCM Osborne Partners Capital Management San Francisco, California	$4.88M	-$105K	1	0.73%	Reduced
535	Bridges Investment Management Omaha, Nebraska	$4.87M	+$146K	2	0.84%	Increased
536	Global X Management Company New York	$4.82M	+$2.82M	6	0.24%	Increased
537	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.78M	-$30.1M	1	0.05%	Reduced
538	MC Marcus Capital Northbrook, Illinois	$4.69M	-$17K	1	4.94%	Reduced
539	KLWA Kelly Lawrence W & Associates Pasadens, California	$4.68M	$0	1	1.08%	Maintained
540	NC Nitorum Capital New York	$4.67M	-$1.46M	1	2.23%	Reduced
541	Bahl & Gaynor Cincinnati, Ohio	$4.65M	+$72.7K	3	0.06%	Increased
542	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$4.63M	-$7.44M	1	0.4%	Reduced
543	GA Gagnon Advisors New York	$4.62M	$0	1	3.9%	Maintained
544	Choate Investment Advisors Boston, Massachusetts	$4.61M	+$20.9K	2	0.32%	Increased
545	SAM Shell Asset Management The Hague, Netherlands	$4.59M	-$232K	4	0.11%	Reduced
546	OI Oakbrook Investments Lisle, Illinois	$4.54M	+$399K	3	0.25%	Increased
547	Squarepoint New York	$4.53M	+$1.72M	2	0.28%	Increased
548	Andra AP-fonden Goteborg, Sweden	$4.53M	-$2.07M	1	0.12%	Reduced
549	KFP Keystone Financial Planning Cleveland, Ohio	$4.52M	+$127K	1	3.06%	Increased
550	TC TFS Capital West Chester, Pennsylvania	$4.51M	+$237K	6	0.83%	Increased