← 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	Picton Mahoney Asset Management Toronto, Ontario, Canada	$30M	-$3.47M	5	1.16%	Reduced
652	First National Bank of Omaha Omaha, Nebraska	$30M	+$3.43M	5	1.97%	Increased
653	Concurrent Investment Advisors Tampa, Florida	$29.7M	+$3.84M	6	0.98%	Increased
654	Vestmark Advisory Solutions Wakefield, Massachusetts	$29.7M	-$2.28M	4	1.24%	Reduced
655	PAIM Punch & Associates Investment Management Edina, Minnesota	$29.6M	+$122K	1	1.73%	Increased
656	SoftBank Group Tokyo, Japan	$29.4M	$0	1	0.15%	Maintained
657	SC Strategy Capital Los Altos, California	$29.4M	+$165K	1	2.89%	Increased
658	SH Spear Holdings Dubai, United Arab Emirates	$29.4M	+$17.2M	1	20.74%	Increased
659	WesBanco Bank Wheeling, West Virginia	$29.3M	-$284K	4	1.09%	Reduced
660	SW SVB Wealth Boston, Massachusetts	$29.2M	-$6.76M	5	0.72%	Reduced
661	South Dakota Investment Council Sioux Falls, South Dakota	$29.2M	+$4.42M	9	0.6%	Increased
662	EIM Essex Investment Management Boston, Massachusetts	$29.2M	-$1.13M	10	5.46%	Reduced
663	ZDA Zweig-DiMenna Associates New York	$29.1M	-$6.06M	2	3.28%	Reduced
664	SCM Sirios Capital Management Boston, Massachusetts	$29.1M	+$26.9M	1	5.06%	New
665	BAM BOCHK Asset Management Hong Kong	$29M	+$28.8M	5	9.47%	Increased
666	NPIC Neumeier Poma Investment Counsel Carmel, California	$28.7M	-$2.67M	1	2.63%	Reduced
667	BWP Balboa Wealth Partners Scottsdale, Arizona	$28.7M	+$25M	2	7.58%	Increased
668	Oberweis Asset Management Lisle, Illinois	$28.4M	+$496K	3	1.74%	Increased
669	CIA CCM Investment Advisers Columbia, South Carolina	$28.4M	-$578K	2	3.33%	Reduced
670	Eastern Bank Boston, Massachusetts	$28.3M	-$14.8M	2	1.14%	Reduced
671	Mission Wealth Management Santa Barbara, California	$28.3M	-$1.3M	4	0.75%	Reduced
672	AFA Arlington Financial Advisors Santa Barbara, California	$28.2M	+$317K	2	6.18%	Increased
673	LPU Lansdowne Partners (UK) London, United Kingdom	$28.2M	-$7.59M	1	2.21%	Reduced
674	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$28.1M	+$13.2M	3	3.98%	Increased
675	SCM Stonehill Capital Management New York	$27.9M	-$1.2M	1	20.86%	Reduced