← 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	Sigma Planning Corp Ann Arbor, Michigan	$24.2M	-$1.82M	6	0.67%	Reduced
602	EP Edgestream Partners Princeton, New Jersey	$24.2M	-$2.19M	4	1.51%	Reduced
603	Gotham Asset Management New York	$24M	+$11.6M	10	0.77%	Increased
604	AAM AMI Asset Management Los Angeles, California	$23.9M	+$24.1M	1	1.16%	New
605	Verition Fund Management Greenwich, Connecticut	$23.9M	+$12.2M	8	0.17%	Increased
606	EAM Evanson Asset Management Carmel, California	$23.8M	-$1.06M	1	2.12%	Reduced
607	AP Advisor Partners Walnut Creek, California	$23.8M	+$3.77M	5	1.43%	Increased
608	EULAV Asset Management Sarasota, Florida	$23.8M	+$14.1M	2	0.6%	Increased
609	GIP Granite Investment Partners El Segundo, California	$23.8M	+$616K	3	0.69%	Increased
610	Farmers & Merchants Investments Inc Lincoln, Nebraska	$23.6M	+$648K	9	0.88%	Increased
611	CCP Corient Capital Partners Newport Beach, California	$23.6M	+$1.4M	4	1.57%	Increased
612	Brinker Capital Investments Berwyn, Pennsylvania	$23.5M	+$941K	6	0.34%	Increased
613	Discovery Capital Management South Norwalk, Connecticut	$23.5M	+$22.4M	1	1.76%	New
614	DP DDD Partners Bellevue, Washington	$23.5M	+$1.17M	2	3.22%	Increased
615	Stephens Inc Little Rock, Arkansas	$23.2M	+$3.36M	5	0.35%	Increased
616	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$23M	+$2.07M	13	0.9%	Increased
617	WMC Westwood Management Corporation Chicago, Illinois	$22.9M	+$10.4M	2	1.75%	Increased
618	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$22.8M	+$14.2M	1	0.14%	Increased
619	Lincoln National Corp Radnor, Pennsylvania	$22.8M	+$76K	3	0.46%	Increased
620	MC Moors & Cabot Boston, Massachusetts	$22.8M	-$249K	5	1.4%	Reduced
621	GS Gagnon Securities New York	$22.7M	-$7.4M	1	3.41%	Reduced
622	Atria Investments Charlotte, North Carolina	$22.6M	-$704K	5	0.4%	Reduced
623	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$22.6M	-$732K	3	2.25%	Reduced
624	OneDigital Investment Advisors Overland Park, Kansas	$22.6M	-$296K	4	0.8%	Reduced
625	VWA Visionary Wealth Advisors O'fallon, Illinois	$22.5M	+$321K	3	1.85%	Increased