← 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
626	WCM Investment Management Laguna Beach, California	$22.5M	-$746K	1	0.05%	Reduced
627	Yacktman Asset Management Austin, Texas	$22.4M	-$482K	1	0.2%	Reduced
628	CH CVI Holdings Wilmington, Delaware	$22.3M	-$1.16M	5	1.47%	Reduced
629	Laird Norton Wetherby Wealth Management San Francisco, California	$22.2M	+$1.35M	5	1.25%	Increased
630	SC Slow Capital Greenbrae, California	$22.2M	-$2.51M	2	3.79%	Reduced
631	First National Trust Hermitage, Pennsylvania	$22.1M	+$2.31M	2	1.16%	Increased
632	IC Inverness Counsel New York	$22M	-$164K	1	0.81%	Reduced
633	Hennessy Advisors Inc Novato, California	$21.9M	-$21.7M	3	1.24%	Reduced
634	Parallel Advisors San Francisco, California	$21.9M	+$4.85M	19	0.81%	Increased
635	Picton Mahoney Asset Management Toronto, Ontario, Canada	$21.8M	-$1.8M	4	0.53%	Reduced
636	CI Cigna Investments Bloomfield, Connecticut	$21.7M	-$7.2M	4	1.7%	Reduced
637	Carnegie Investment Counsel Pepper Pike, Ohio	$21.7M	+$872K	3	0.71%	Increased
638	Weiss Multi-Strategy Advisers New York	$21.6M	-$11.6M	6	0.49%	Reduced
639	CRB Chad R. Baker	$21.5M	-$242K	1	4.45%	Reduced
640	ECM Everence Capital Management Goshen, Indiana	$21.4M	+$1.71M	3	1.59%	Increased
641	M Murchinson Toronto, Ontario, Canada	$21.4M	+$20.5M	2	2.03%	New
642	Bartlett & Co Cincinnati, Ohio	$21.4M	+$9.6M	3	0.36%	Increased
643	Bartlett & Co Wealth Management Cincinnati, Ohio	$21.4M	+$9.6M	3	0.36%	Increased
644	Kestra Private Wealth Services Austin, Texas	$21.3M	+$1.24M	4	1.02%	Increased
645	Voleon Capital Management Berkeley, California	$21.1M	+$20.1M	1	3.53%	New
646	Oppenheimer Asset Management New York	$21M	-$1.3M	8	0.28%	Reduced
647	Alpha Cubed Investments Irvine, California	$20.9M	-$482K	2	1.37%	Reduced
648	VHMC Value Holdings Management Company Hampton Bays, New York	$20.8M	+$164K	2	4.44%	Increased
649	MUFG Securities EMEA London, United Kingdom	$20.7M	-$56.6M	1	0.31%	Reduced
650	IP Intellectus Partners San Francisco, California	$20.5M	-$1.42M	1	5.24%	Reduced