← 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	Associated Banc-Corp Green Bay, Wisconsin	$29.6M	-$958K	3	1.12%	Reduced
552	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$29.2M	+$252K	3	2.19%	Increased
553	Aptus Capital Advisors Fairhope, Alabama	$29M	-$4.99M	3	0.7%	Reduced
554	United Capital Financial Advisors Irving, Texas	$28.8M	-$2.42M	6	0.16%	Reduced
555	PI PFG Investments Woodbury, New York	$28.7M	+$323K	6	5.09%	Increased
556	Dynamic Advisor Solutions Phoenix, Arizona	$28.7M	+$767K	3	1.49%	Increased
557	PS Portfolio Strategies Monsey, New York	$28.5M	+$8.28M	1	5.15%	Increased
558	Vaughan Nelson Investment Management Houston, Texas	$28.4M	-$22.6M	2	0.32%	Reduced
559	NPF Norris Perne & French Grand Rapids, Michigan	$28.4M	-$62.5K	1	2.39%	Reduced
560	PR Payden & Rygel Los Angeles, California	$28.2M	+$545K	1	2%	Increased
561	LSCM Light Street Capital Management Palo Alto, California	$28.1M	-$5.76M	1	7.46%	Reduced
562	Colony Group Boston, Massachusetts	$28.1M	-$1.43M	6	0.4%	Reduced
563	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$28M	-$912K	2	1.84%	Reduced
564	EI EAM Investors Solana Beach, California	$27.9M	+$11.6M	12	5.17%	Increased
565	VVP Vulcan Value Partners Birmingham, Alabama	$27.8M	-$19.7M	1	0.35%	Reduced
566	Chartwell Investment Partners Berywn, Pennsylvania	$27.8M	-$6.19M	5	1.01%	Reduced
567	Moore Capital Management New York	$27.8M	+$15M	4	0.48%	Increased
568	SCM Stonehill Capital Management New York	$27.7M	$0	1	16.45%	Maintained
569	MA Mezzasalma Advisors Tinton Falls, New Jersey	$27.5M	+$359K	1	16.7%	Increased
570	Jump Financial Chicago, Illinois	$27.2M	+$1.42M	20	1%	Increased
571	NIP Nicholas Investment Partners Rancho Santa Fe, California	$27M	+$11.8M	4	1.85%	Increased
572	Bowen Hanes & Co Ponte Vedra Beach, Florida	$26.9M	+$19.4M	2	0.86%	Increased
573	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$26.8M	-$13.3M	1	0.65%	Reduced
574	NCGI Next Century Growth Investors Plymouth, Minnesota	$26.8M	+$3.5M	2	2.58%	Increased
575	Trexquant Investment Stamford, Connecticut	$26.8M	-$16M	11	0.7%	Reduced