← 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
576	OCG Opus Capital Group Cincinnati, Ohio	$6.1M	+$2.14M	4	1.39%	Increased
577	Brookstone Capital Management Wheaton, Illinois	$5.98M	-$296K	2	0.54%	Reduced
578	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.95M	+$874K	3	0.84%	Increased
579	LSA L & S Advisors Los Angeles, California	$5.93M	+$4.35M	2	0.99%	Increased
580	HCS Harvest Capital Strategies San Francisco, California	$5.89M	-$819K	1	1.13%	Reduced
581	ClearBridge Investments New York	$5.88M	+$303K	4	0.01%	Increased
582	Sit Investment Associates Minneapolis, Minnesota	$5.87M	-$8.39M	3	0.15%	Reduced
583	MCM McKinley Capital Management Anchorage, Alaska	$5.84M	+$1.96M	4	0.24%	Increased
584	AIM Alambic Investment Management Belvedere, California	$5.83M	-$259K	3	0.64%	Reduced
585	Choate Investment Advisors Boston, Massachusetts	$5.82M	+$830	2	0.31%	Increased
586	BPM Bronson Point Management Fairfield, Connecticut	$5.8M	+$5.73M	1	1.87%	New
587	RCIM Russell Clark Investment Management London, United Kingdom	$5.8M	+$4.85M	1	1.29%	Increased
588	VDBMI Van Den Berg Management I Austin, Texas	$5.72M	+$2.43M	2	0.64%	Increased
589	SAM Shell Asset Management The Hague, Netherlands	$5.72M	-$158K	5	0.13%	Reduced
590	SAM Securian Asset Management St Paul, Minnesota	$5.64M	+$39.8K	5	0.15%	Increased
591	EWM Endurance Wealth Management Providence, Rhode Island	$5.64M	+$3.11M	2	0.93%	Increased
592	EP Edgestream Partners Princeton, New Jersey	$5.63M	-$2.61M	1	3%	Reduced
593	FIM Freedom Investment Management Hartford, Connecticut	$5.62M	+$757K	3	0.31%	Increased
594	TCM Tributary Capital Management Omaha, Nebraska	$5.62M	-$9.78K	2	0.48%	Reduced
595	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.6M	+$847K	3	0.05%	Increased
596	Cerity Partners New York	$5.58M	+$5.44M	5	0.39%	New
597	DCM Dean Capital Management Overland Park, Kansas	$5.56M	-$43.8K	2	2.61%	Reduced
598	Synovus Financial Columbus, Georgia	$5.56M	-$392K	1	0.11%	Reduced
599	AssetMark Inc Concord, California	$5.54M	+$879K	11	0.06%	Increased
600	Hennessy Advisors Inc Novato, California	$5.53M	$0	1	0.17%	Maintained