← 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	Highbridge Capital Management New York	$5.79M	-$15.5M	3	0.07%	Reduced
602	ARTA A.R.T. Advisors New York	$5.77M	-$790K	8	0.31%	Reduced
603	SAS Spectrum Advisory Services Atlanta, Georgia	$5.75M	-$27.6K	1	2.06%	Reduced
604	DIA Davidson Investment Advisors Great Falls, Montana	$5.72M	-$123K	1	0.87%	Reduced
605	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.7M	+$5.51M	2	0.24%	New
606	Calamos Wealth Management Naperville, Illinois	$5.69M	+$227K	1	1.68%	Increased
607	BPB Badgley, Phelps & Bell Seattle, Washington	$5.66M	+$449K	1	0.58%	Increased
608	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.64M	+$113K	2	1.36%	Increased
609	AF Ally Financial Detroit, Michigan	$5.63M	$0	1	0.6%	Maintained
610	CCB Cutter & Co Brokerage Ballwin, Missouri	$5.62M	+$1.75M	2	2.22%	Increased
611	Wilmington Savings Fund Society Wilmington, Delaware	$5.6M	-$62.9K	2	0.31%	Reduced
612	TCM Tradition Capital Management Summit, New Jersey	$5.56M	+$59.7K	1	1.8%	Increased
613	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.54M	+$139K	1	3.17%	Increased
614	M MOTCO San Antonio, Texas	$5.53M	-$29.2K	2	0.63%	Reduced
615	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.52M	+$100K	2	1.05%	Increased
616	Azimuth Capital Management Bloomfield Hills, Michigan	$5.51M	+$148K	1	0.66%	Increased
617	Spot Trading Chicago, Illinois	$5.5M	+$3.17M	10	0.03%	Increased
618	WMC Westwood Management Corporation Chicago, Illinois	$5.49M	-$7.37K	1	0.94%	Reduced
619	CO Caldwell & Orkin Norcross, Georgia	$5.49M	-$1.69M	2	3.58%	Reduced
620	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.49M	+$8.11K	1	1.23%	Increased
621	ACM Axel Capital Management New York	$5.47M	+$776K	3	12.2%	Increased
622	ACM Aviance Capital Management Sarasota, Florida	$5.44M	+$4.79M	1	0.28%	Increased
623	MC Maplelane Capital New York	$5.39M	+$2.98M	1	0.18%	Increased
624	DIA Denver Investment Advisors Denver, Colorado	$5.39M	-$8.35M	2	0.16%	Reduced
625	Twin Tree Management Dallas, Texas	$5.37M	+$685K	1	0.11%	Increased