← 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	John W. Bristol & Co New York	$67.9M	-$64.9M	1	1.04%	Reduced
627	TAMH Taikang Asset Management (HK) Hong Kong	$67.5M	+$63.2K	3	6.68%	Increased
628	MFAM Motley Fool Asset Management Alexandria, Virginia	$67.1M	+$21.8M	2	2.61%	Increased
629	ExodusPoint Capital Management New York	$67.1M	+$24.3M	12	0.53%	Increased
630	HighPoint Advisor Group Downers Grove, Illinois	$66.9M	+$12.8M	11	1.47%	Increased
631	Liontrust Investment Partners London, United Kingdom	$66.8M	+$8.15M	3	0.99%	Increased
632	Farther Finance Advisors San Francisco, California	$66.6M	+$19.2M	34	0.71%	Increased
633	VHMC Value Holdings Management Company Hampton Bays, New York	$66.6M	-$2.48M	2	11.14%	Reduced
634	Samlyn Capital New York	$66.6M	-$39.6M	1	1.06%	Reduced
635	TFA Teamwork Financial Advisors San Antonio, Texas	$66.6M	+$927K	4	6.72%	Increased
636	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$66.2M	-$2.2M	2	6.5%	Reduced
637	Gradient Investments Arden Hills, Minnesota	$66M	-$2.32M	3	1.05%	Reduced
638	PEAK6 Chicago, Illinois	$65.8M	-$105M	7	0.12%	Reduced
639	Stephens Inc Little Rock, Arkansas	$65.7M	+$2.79M	10	0.82%	Increased
640	ORI Oak Ridge Investments Chicago, Illinois	$65.7M	+$15.1M	4	3.98%	Increased
641	BCM Bornite Capital Management New York	$65.6M	-$37.5M	1	6.4%	Reduced
642	AT Avalon Trust Santa Fe, New Mexico	$65.6M	-$358K	7	4.24%	Reduced
643	GAI General American Investors New York	$65.4M	$0	1	3.69%	Maintained
644	Cartenna Capital Stamford, Connecticut	$65.2M	-$122M	1	2.17%	Reduced
645	Callan Family Office Radnor, Pennsylvania	$64.7M	+$16M	10	1.39%	Increased
646	Ameritas Investment Partners Lincoln, Nebraska	$64.6M	+$2.1M	27	1.97%	Increased
647	LI Leeward Investments Boston, Massachusetts	$64.6M	-$1.83M	3	3.27%	Reduced
648	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$64.4M	-$580K	6	3.67%	Reduced
649	Bleakley Financial Group Fairfield, New Jersey	$64M	+$4.07M	5	1.11%	Increased
650	SignatureFD Atlanta, Georgia	$63.6M	+$617K	28	0.97%	Increased