← 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	Chartwell Investment Partners Berywn, Pennsylvania	$7.46M	-$5.53K	1	0.25%	Reduced
552	New Mexico Educational Retirement Board Santa Fe, New Mexico	$7.44M	+$3.44M	5	0.28%	Increased
553	Moore Capital Management New York	$7.37M	+$1.36M	3	0.13%	Increased
554	LPU Lansdowne Partners (UK) London, United Kingdom	$7.34M	-$12.7M	1	0.07%	Reduced
555	QCMA Quad Capital Management Advisors New York	$7.33M	+$6.34M	2	3.02%	Increased
556	Scotia Capital Toronto, Ontario, Canada	$7.16M	+$29.3K	4	0.1%	Increased
557	Profund Advisors Bethesda, Maryland	$7.12M	+$297K	6	0.27%	Increased
558	GIA Granite Investment Advisors Concord, New Hampshire	$7.11M	+$1.76M	1	1.25%	Increased
559	PWPCM Perella Weinberg Partners Capital Management New York	$7.1M	+$243K	1	0.68%	Increased
560	DIA Dean Investment Associates Beavercreek, Ohio	$7.1M	-$2.59M	3	1.08%	Reduced
561	Jefferies Group New York	$7M	-$6.3M	7	0.03%	Reduced
562	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.98M	+$234K	7	0.65%	Increased
563	Group One Trading Chicago, Illinois	$6.96M	-$1.77M	6	0.05%	Reduced
564	PCM Palouse Capital Management Spokane, Washington	$6.92M	-$25.1K	3	2.34%	Reduced
565	Dai-ichi Life Insurance Company Tokyo, Japan	$6.85M	-$139K	2	0.13%	Reduced
566	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.85M	-$29.1K	7	0.31%	Reduced
567	Avalon Investment & Advisory Houston, Texas	$6.8M	+$1.3M	2	0.21%	Increased
568	Mariner Independent Advisor Network Overland Park, Kansas	$6.79M	+$6.52M	1	0.71%	Increased
569	SIM Sonora Investment Management Tucson, Arizona	$6.65M	+$6.24M	3	1.07%	Increased
570	MCM Marathon Capital Management Hunt Valley, Maryland	$6.54M	-$1.23M	2	2.56%	Reduced
571	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$6.54M	-$2.07M	1	1.08%	Reduced
572	EWM Edge Wealth Management New York	$6.53M	-$600K	3	1.85%	Reduced
573	First Citizens Bank & Trust Raleigh, North Carolina	$6.51M	+$1.61M	2	0.88%	Increased
574	ExxonMobil Investment Management Irving, Texas	$6.5M	-$981K	2	0.18%	Reduced
575	Synovus Financial Columbus, Georgia	$6.48M	+$752K	2	0.11%	Increased