← 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
601	KC Kadensa Capital Central, Hong Kong	$101M	+$2.49M	3	21.59%	Increased
602	Ancora Advisors Cleveland, Ohio	$101M	-$16.4M	16	1.94%	Reduced
603	XTX Topco George Town, Cayman Islands	$100M	+$45.4M	34	1.3%	Increased
604	ORI Oak Ridge Investments Chicago, Illinois	$100M	+$5.96M	5	5.66%	Increased
605	Beacon Pointe Advisors Newport Beach, California	$99.7M	+$949K	14	0.46%	Increased
606	Badgley Phelps Wealth Managers Seattle, Washington	$99.6M	+$6.1M	5	1.74%	Increased
607	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$99.6M	-$2.84M	5	2.83%	Reduced
608	Pentwater Capital Management Naples, Florida	$99.5M	+$77.6M	2	0.61%	Increased
609	Sapient Capital Indianapolis, Indiana	$99.1M	+$15.6M	5	1.3%	Increased
610	Homestead Advisers Arlington, Virginia	$98.3M	+$1.18M	2	2.44%	Increased
611	Daymark Wealth Partners Cincinnati, Ohio	$97.7M	+$12.1M	8	2.38%	Increased
612	M Mirova Paris, France	$97.7M	+$11M	4	3.61%	Increased
613	Clearstead Advisors Cleveland, Ohio	$97.3M	+$5.6M	26	0.92%	Increased
614	IHT Wealth Management Chicago, Illinois	$97.1M	-$1.28M	8	2.07%	Reduced
615	CA Cornerstone Advisors Asheville, North Carolina	$96.9M	+$7.24M	4	3.19%	Increased
616	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$96.8M	-$1.66M	6	5%	Reduced
617	Harvest Fund Management Beijing, China	$96.7M	-$4.98M	8	3.2%	Reduced
618	SCA Snowden Capital Advisors New York	$96.6M	-$7.25M	14	2.28%	Reduced
619	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$96.5M	+$28.1M	3	3.96%	Increased
620	Envestnet Portfolio Solutions Chicago, Illinois	$96.5M	+$6.54M	10	0.46%	Increased
621	PFM Privium Fund Management Amsterdam, Netherlands	$95.9M	+$2.39M	1	17.62%	Increased
622	Dai-ichi Life Insurance Company Tokyo, Japan	$95.6M	+$1.62M	6	2.23%	Increased
623	PensionDanmark Copenhagen O, Denmark	$94.8M	+$7.26M	4	0.79%	Increased
624	MGO One Seven Beachwood, Ohio	$94.2M	+$16.2M	15	1.56%	Increased
625	Meyer Handelman Company Rye Brook, New York	$94.1M	-$1.74M	4	2.66%	Reduced