← 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	UR USCA RIA Houston, Texas	$7.98M	$0	1	1.03%	Maintained
527	ZDA Zweig-DiMenna Associates New York	$7.92M	-$9.13M	1	0.71%	Reduced
528	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.92M	+$98.5K	1	1.09%	Increased
529	CC Cipher Capital New York	$7.7M	-$2.95M	2	0.58%	Reduced
530	Achmea Investment Management Zeist, Netherlands	$7.65M	+$126K	2	0.43%	Increased
531	Dai-ichi Life Insurance Company Tokyo, Japan	$7.59M	+$61.9K	2	0.16%	Increased
532	SGAM Steinberg Global Asset Management Boca Raton, Florida	$7.57M	+$391K	2	1.11%	Increased
533	Employees Retirement System of Texas Austin, Texas	$7.57M	-$245K	4	0.1%	Reduced
534	Meag Munich Ergo Munich, Germany	$7.53M	-$11.2M	1	0.31%	Reduced
535	Oppenheimer & Co New York	$7.5M	+$195K	6	0.2%	Increased
536	Bahl & Gaynor Cincinnati, Ohio	$7.46M	+$287K	3	0.08%	Increased
537	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$7.44M	+$311K	1	0.07%	Increased
538	Private Advisor Group Morristown, New Jersey	$7.36M	+$1.98M	5	0.18%	Increased
539	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.36M	-$6.38M	2	1.5%	Reduced
540	GA Gagnon Advisors New York	$7.29M	+$18.8K	1	5.53%	Increased
541	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.29M	-$887K	9	0.39%	Reduced
542	ExxonMobil Investment Management Irving, Texas	$7.27M	-$380K	2	0.18%	Reduced
543	Virginia Retirement Systems Richmond, Virginia	$7.25M	-$16.2M	5	0.09%	Reduced
544	Gradient Investments Arden Hills, Minnesota	$7.22M	+$441K	1	0.46%	Increased
545	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$7.22M	+$4.82M	1	0.56%	Increased
546	LSV Asset Management Chicago, Illinois	$7.17M	-$2.04M	3	0.01%	Reduced
547	MUFG Securities EMEA London, United Kingdom	$7.08M	-$1.94M	1	0.25%	Reduced
548	Chartwell Investment Partners Berywn, Pennsylvania	$7.07M	+$306K	1	0.24%	Increased
549	VHAM Van Hulzen Asset Management El Dorado Hills, California	$7.07M	+$399K	2	2.39%	Increased
550	NI Nuance Investments Kansas City, Missouri	$7.05M	+$844K	1	0.49%	Increased