← 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	$21.4M	+$2.13M	5	0.49%	Increased
552	PHM Prospect Hill Management Short Hills, New Jersey	$21.4M	+$696K	1	16.92%	Increased
553	Meyer Handelman Company Rye Brook, New York	$21.1M	-$69.9K	3	0.91%	Reduced
554	Vestcor Inc Fredericton, New Brunswick, Canada	$21.1M	+$6.51M	7	0.79%	Increased
555	Bridgewater Associates Westport, Connecticut	$21M	-$4.57M	1	0.09%	Reduced
556	SC Sasco Capital Fairfield, Connecticut	$21M	-$65.5K	1	2.87%	Reduced
557	LHC Lodge Hill Capital New York	$20.9M	+$14.2M	1	6.87%	Increased
558	Carson Wealth (CWM LLC) Omaha, Nebraska	$20.8M	+$6.98M	19	0.16%	Increased
559	APA American Portfolios Advisors Holbrook, New York	$20.8M	-$6.4M	18	0.85%	Reduced
560	Country Trust Bank Bloomington, Illinois	$20.8M	+$3.62M	4	0.66%	Increased
561	Vaughan Nelson Investment Management Houston, Texas	$20.7M	-$5.64M	2	0.28%	Reduced
562	Chartwell Investment Partners Berywn, Pennsylvania	$20.7M	-$7.98M	4	0.83%	Reduced
563	Connectus Wealth Cincinnati, Ohio	$20.5M	+$3.62M	2	0.47%	Increased
564	WesBanco Bank Wheeling, West Virginia	$20.4M	+$288K	4	0.9%	Increased
565	QF QVT Financial New York	$20.2M	+$2.25M	1	1.28%	Increased
566	CTC Chai Trust Company Chicago, Illinois	$20.2M	$0	1	2.71%	Maintained
567	DAM Delta Asset Management Memphis, Tennessee	$20M	-$135K	2	2.26%	Reduced
568	RBA Richard Bernstein Advisors New York	$19.9M	+$803K	2	0.43%	Increased
569	Stratos Wealth Partners Beachwood, Ohio	$19.9M	+$1.74M	4	0.5%	Increased
570	Nomura Holdings Tokyo, Japan	$19.8M	-$44.1M	4	0.07%	Reduced
571	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$19.7M	+$24M	1	12.47%	New
572	HCM Hawkeye Capital Management Miami Beach, Florida	$19.6M	$0	1	10.71%	Maintained
573	Dynamic Advisor Solutions Phoenix, Arizona	$19.6M	+$313K	2	1.51%	Increased
574	Atria Investments Charlotte, North Carolina	$19.6M	+$2.12M	4	0.41%	Increased
575	AssetMark Inc Concord, California	$19.5M	+$5.58M	13	0.09%	Increased