← 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	South Dakota Investment Council Sioux Falls, South Dakota	$28.9M	+$428K	5	0.48%	Increased
552	MDSL M.D. Sass LLC New York	$28.8M	+$5.53M	1	4.47%	Increased
553	QIM Quest Investment Management Lake Oswego, Oregon	$28.6M	+$3.27M	1	2.44%	Increased
554	Eastern Bank Boston, Massachusetts	$28.3M	+$870K	1	1.24%	Increased
555	VHAM Van Hulzen Asset Management El Dorado Hills, California	$28.3M	-$6.42M	2	3.09%	Reduced
556	Livforsakringsbolaget Skandia Stockholm, Sweden	$28.2M	-$3.19M	2	1.79%	Reduced
557	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$28.2M	+$5.46M	1	2.15%	Increased
558	Tortoise Capital Advisors Overland Park, Kansas	$28.2M	+$26.5M	4	0.43%	Increased
559	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$28.1M	+$6.4M	2	2.85%	Increased
560	SFI Siemens Fonds Invest Munich, Germany	$28M	+$804K	2	1.85%	Increased
561	RHBC R.H. Bluestein & Co Birmingham, Michigan	$27.9M	+$20.2M	6	1%	Increased
562	Meyer Handelman Company Rye Brook, New York	$27.7M	+$1.25M	3	1.03%	Increased
563	Associated Banc-Corp Green Bay, Wisconsin	$27.6M	+$198K	3	1.01%	Increased
564	Tudor Investment Corp Stamford, Connecticut	$27.6M	+$8.79M	11	0.46%	Increased
565	DAM Delta Asset Management Memphis, Tennessee	$27.6M	+$14.6K	5	2.43%	Increased
566	Braun Stacey Associates New York	$27.5M	-$923K	1	1%	Reduced
567	SIG Senator Investment Group New York	$27.5M	+$542K	1	0.53%	Increased
568	SSA South Street Advisors New York	$27.5M	+$7.06M	3	4.81%	Increased
569	MFAM Motley Fool Asset Management Alexandria, Virginia	$27.4M	+$2.96M	2	1.75%	Increased
570	GE General Electric Evendale, Ohio	$27.2M	-$20M	1	0.24%	Reduced
571	Wolverine Trading Chicago, Illinois	$27.1M	+$8.82M	13	0.03%	Increased
572	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$27M	+$2.68M	3	1.67%	Increased
573	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$27M	+$1.84M	4	2.18%	Increased
574	Bridgewater Associates Westport, Connecticut	$26.9M	-$39.2M	1	0.16%	Reduced
575	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$26.9M	+$1.01M	2	3.64%	Increased