← 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
651	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.46M	-$9.04K	1	0.02%	Reduced
652	BCM BBT Capital Management Fort Worth, Texas	$3.45M	+$3.37M	1	0.17%	New
653	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.44M	+$91.2K	1	1.2%	Increased
654	CA Cullinan Associates Louisville, Kentucky	$3.44M	+$768K	1	0.46%	Increased
655	YIA YHB Investment Advisors West Hartford, Connecticut	$3.37M	-$1.12M	2	1%	Reduced
656	Ruffer LLP London, United Kingdom	$3.36M	+$2.67M	1	0.16%	New
657	ZCM Ziegler Capital Management Chicago, Illinois	$3.29M	+$1.08M	2	0.29%	Increased
658	OA OFI Advisors Philadelphia, Pennsylvania	$3.28M	+$51.2K	7	0.32%	Increased
659	Raymond James Trust St. Petersburg, Florida	$3.25M	-$33K	2	0.5%	Reduced
660	LCG Lisanti Capital Growth New York	$3.25M	+$898K	1	1.48%	Increased
661	Cambridge Investment Research Advisors Fairfield, Iowa	$3.23M	+$701K	4	0.14%	Increased
662	Truist Financial Charlotte, North Carolina	$3.21M	-$335K	4	0.11%	Reduced
663	Mirae Asset Global Investments Seoul, South Korea	$3.2M	+$179K	2	0.14%	Increased
664	Kentucky Retirement Systems Frankfort, Kentucky	$3.2M	+$3.12M	2	0.26%	New
665	ECM Empire Capital Management Westport, Connecticut	$3.14M	+$2.47M	1	0.36%	New
666	SGAM Smith Group Asset Management Dallas, Texas	$3.13M	+$3.2M	3	0.13%	Increased
667	DC Deere & Company Moline, Illinois	$3.11M	-$405K	4	0.18%	Reduced
668	Congress Asset Management Boston, Massachusetts	$3.1M	+$1.41M	1	0.09%	Increased
669	Fort Washington Investment Advisors Cincinnati, Ohio	$3.09M	-$6.59M	1	0.07%	Reduced
670	PCM Princeton Capital Management Red Bank, New Jersey	$3.08M	-$74.9K	2	2.81%	Reduced
671	LG LaFleur & Godfrey Grand Rapids, Michigan	$3.08M	-$10.7K	1	0.88%	Reduced
672	Verition Fund Management Greenwich, Connecticut	$3.07M	-$502K	3	0.46%	Reduced
673	SFS Strategic Financial Services Utica, New York	$3.06M	-$38.6K	1	1.03%	Reduced
674	abrdn Investment Management Edinburgh, United Kingdom	$3.04M	-$2.34M	3	0.02%	Reduced
675	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$3.04M	-$406K	3	0.64%	Reduced