← 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	PIM Profit Investment Management North Bethesda, Maryland	$6.15M	-$63.3K	2	4.12%	Reduced
652	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$6.13M	-$36.4K	1	3.96%	Reduced
653	WTFG Wells Trecaso Financial Group Akron, Ohio	$6.11M	+$43.6K	2	4.42%	Increased
654	Caxton Associates (New York) New York	$6.07M	+$3.87M	4	0.83%	Increased
655	NCM Novare Capital Management Charlotte, North Carolina	$6.06M	-$29.2K	1	0.84%	Reduced
656	Bridgeway Capital Management Houston, Texas	$6.03M	-$528K	6	0.08%	Reduced
657	AE Wealth Management Topeka, Kansas	$5.98M	-$223K	4	0.13%	Reduced
658	DA Duality Advisers Miami, Florida	$5.96M	+$2.08M	3	0.36%	Increased
659	SC Slow Capital Greenbrae, California	$5.9M	+$294K	2	1.82%	Increased
660	Lincoln National Corp Radnor, Pennsylvania	$5.9M	-$34.5K	3	0.19%	Reduced
661	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$5.8M	+$333K	2	0.8%	Increased
662	IFM Investors Melbourne, Australia	$5.78M	-$139K	1	0.2%	Reduced
663	WhitTier Trust Company Reno, Nevada	$5.74M	+$262K	4	0.37%	Increased
664	Nippon Life Global Investors Americas New York	$5.73M	-$2.23M	1	0.39%	Reduced
665	M MOTCO San Antonio, Texas	$5.7M	+$135K	1	0.48%	Increased
666	O'Shaughnessy Asset Management Stamford, Connecticut	$5.66M	+$3.64M	13	0.13%	Increased
667	Tocqueville Asset Management New York	$5.61M	-$3.73M	2	0.08%	Reduced
668	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.6M	+$9.55K	4	0.52%	Increased
669	PAM Private Asset Management San Diego, California	$5.57M	-$437K	1	0.91%	Reduced
670	Pendal Group Sydney, Australia	$5.56M	-$2.14M	4	0.07%	Reduced
671	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$5.55M	-$427K	3	0.47%	Reduced
672	LNB Ledyard National Bank	$5.54M	+$69K	1	0.67%	Increased
673	MPM Meritage Portfolio Management Overland Park, Kansas	$5.53M	-$1.39M	1	0.49%	Reduced
674	JGC J. Goldman & Co New York	$5.49M	+$3.83M	1	0.39%	Increased
675	DIP DT Investment Partners Chadds Ford, Pennsylvania	$5.48M	+$369K	1	0.5%	Increased