← 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	Busey Bank Urbana, Illinois	$6.54M	+$236K	2	0.61%	Increased
577	AC AWH Capital Dallas, Texas	$6.52M	-$1.63M	1	6.66%	Reduced
578	Capital Guardian Trust Los Angeles, California	$6.49M	-$65.6M	3	0.09%	Reduced
579	CC Cipher Capital New York	$6.47M	+$98.8K	3	1.21%	Increased
580	CCM Cadence Capital Management Boston, Massachusetts	$6.45M	-$180K	3	0.35%	Reduced
581	CC Cannell & Co New York	$6.42M	-$4.49M	1	0.23%	Reduced
582	RCM Riverhead Capital Management Wilmington, Delaware	$6.42M	+$2M	9	0.23%	Increased
583	Profund Advisors Bethesda, Maryland	$6.41M	+$29.8K	8	0.24%	Increased
584	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.4M	-$1.5M	5	0.19%	Reduced
585	AMG National Trust Bank Greenwood Village, Colorado	$6.37M	+$19.3K	2	0.38%	Increased
586	HR Howe & Rusling Rochester, New York	$6.36M	-$9.11K	7	1.06%	Reduced
587	BCM Bluefin Capital Management New York	$6.35M	-$228K	1	0.59%	Reduced
588	HIM HGC Investment Management Toronto, Ontario, Canada	$6.32M	-$247K	1	1.71%	Reduced
589	Barings Charlotte, North Carolina	$6.32M	+$820K	2	0.09%	Increased
590	BCM Basso Capital Management Stamford, Connecticut	$6.31M	$0	1	1.4%	Maintained
591	WRBC W.R. Berkley Corp Greenwich, Connecticut	$6.25M	$0	1	0.96%	Maintained
592	Intact Investment Management Montreal, Quebec, Canada	$6.19M	+$556K	1	0.22%	Increased
593	Varma Mutual Pension Insurance Co Helsinki, Finland	$6.12M	$0	1	0.18%	Maintained
594	NCM Nelson Capital Management Menlo Park, California	$6.11M	+$92.4K	2	1.41%	Increased
595	ETrade Capital Management Arlington, Virginia	$6.1M	+$1.04M	4	0.18%	Increased
596	SGAM Steinberg Global Asset Management Boca Raton, Florida	$6.09M	-$123K	2	0.86%	Reduced
597	WAM World Asset Management Detroit, Michigan	$6.03M	-$244K	6	0.28%	Reduced
598	Bragg Financial Advisors Charlotte, North Carolina	$6.03M	+$281K	2	0.81%	Increased
599	NN Investment Partners Holdings The Hague, Netherlands	$6.01M	-$1.84M	1	0.04%	Reduced
600	SAM Shell Asset Management The Hague, Netherlands	$6M	+$273K	6	0.12%	Increased