← 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	Meiji Yasuda Life Insurance Tokyo, Japan	$30.2M	+$5.76M	3	0.66%	Increased
577	Boothbay Fund Management New York	$30.2M	+$7.09M	13	0.77%	Increased
578	Beacon Pointe Advisors Newport Beach, California	$30M	-$1.13M	6	0.36%	Reduced
579	AT Avalon Trust Santa Fe, New Mexico	$30M	-$219K	4	2.74%	Reduced
580	Oppenheimer Asset Management New York	$30M	-$4.61M	9	0.42%	Reduced
581	RF Rollins Financial Atlanta, Georgia	$29.9M	+$2.66M	1	6.25%	Increased
582	RFA Rollins Financial Advisors New York City, New York	$29.9M	+$28.6M	1	6.25%	New
583	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$29.7M	+$284K	4	2.08%	Increased
584	PFM Privium Fund Management Amsterdam, Netherlands	$29.4M	+$1.26M	1	8.19%	Increased
585	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$29.4M	-$36M	2	1.7%	Reduced
586	South Dakota Investment Council Sioux Falls, South Dakota	$29.2M	-$3.96M	7	0.62%	Reduced
587	Avantax Advisory Services Dallas, Texas	$29.2M	+$2.42M	5	0.29%	Increased
588	Crestwood Advisors Group Boston, Massachusetts	$28.9M	+$730K	4	0.67%	Increased
589	AssetMark Inc Concord, California	$28.9M	-$99.5M	15	0.1%	Reduced
590	Mission Wealth Management Santa Barbara, California	$28.9M	-$365K	3	0.94%	Reduced
591	Jump Financial Chicago, Illinois	$28.6M	+$6.99M	13	0.91%	Increased
592	PI PFG Investments Woodbury, New York	$28.6M	+$928K	6	5.32%	Increased
593	NA Navellier & Associates Reno, Nevada	$28.6M	+$1.58M	5	4.28%	Increased
594	Merewether Investment Management Dallas, Texas	$28.5M	-$4.57M	3	1.68%	Reduced
595	Bank Julius Baer & Co Zurich, Switzerland	$28.5M	+$17.7M	5	0.12%	Increased
596	Independent Financial Group San Diego, California	$28.4M	-$108K	4	1.52%	Reduced
597	WAM WT Asset Management Hong Kong	$28.3M	+$27.1M	1	3.56%	New
598	NEOS Investment Management Westport, Connecticut	$28.3M	+$6.46M	5	2.68%	Increased
599	CC Cannell & Co New York	$28.2M	+$3.37M	3	0.89%	Increased
600	Samlyn Capital New York	$28.1M	+$23.2M	1	0.56%	New