← 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
551	RIL Rothschild Investment LLC Chicago, Illinois	$5.39M	-$22.3K	2	0.65%	Reduced
552	Bahl & Gaynor Cincinnati, Ohio	$5.37M	+$197K	3	0.07%	Increased
553	Advisor Group Phoenix, Arizona	$5.36M	-$538K	14	0.12%	Reduced
554	Barings Charlotte, North Carolina	$5.34M	-$886K	6	0.13%	Reduced
555	DCM Dynamic Capital Management St. Helier, Jersey	$5.32M	+$831K	4	0.57%	Increased
556	NN Investment Partners Holdings The Hague, Netherlands	$5.32M	-$1.86M	2	0.05%	Reduced
557	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.28M	+$965K	4	0.73%	Increased
558	KLWA Kelly Lawrence W & Associates Pasadens, California	$5.26M	$0	1	1.17%	Maintained
559	TIM Thompson Investment Management Madison, Wisconsin	$5.16M	-$553K	1	1.01%	Reduced
560	CCPM Cooper Creek Partners Management New York	$5.13M	-$4.52M	1	3.51%	Reduced
561	GA Gagnon Advisors New York	$5.12M	-$700K	1	4.23%	Reduced
562	SAM Securian Asset Management St Paul, Minnesota	$5.1M	+$58.3K	5	0.14%	Increased
563	TP Truvvo Partners New York	$5.09M	$0	1	1.78%	Maintained
564	Andra AP-fonden Goteborg, Sweden	$5.08M	+$4.97M	1	0.14%	New
565	Johnson Investment Counsel Cincinnati, Ohio	$5.05M	+$848K	6	0.16%	Increased
566	GL GLG LLC New York	$5.04M	-$672K	3	0.35%	Reduced
567	SC Spitfire Capital Mill Valley, California	$4.98M	-$1.28M	1	2.25%	Reduced
568	Wolverine Asset Management Chicago, Illinois	$4.97M	+$2.85M	4	0.06%	Increased
569	Brookstone Capital Management Wheaton, Illinois	$4.97M	+$642K	1	0.55%	Increased
570	IIA IPG Investment Advisors San Diego, California	$4.96M	-$241K	1	2.02%	Reduced
571	Algert Global San Francisco, California	$4.94M	+$1.68M	3	1.41%	Increased
572	GIA Granite Investment Advisors Concord, New Hampshire	$4.93M	-$170K	1	1.01%	Reduced
573	PCM Piermont Capital Management St. Louis, Missouri	$4.92M	+$1.57M	1	1.12%	Increased
574	VHAM Van Hulzen Asset Management El Dorado Hills, California	$4.91M	+$85.8K	2	2.28%	Increased
575	Group One Trading Chicago, Illinois	$4.91M	+$4.33M	5	0.05%	Increased