← 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	SCP Sandhill Capital Partners Buffalo, New York	$47M	+$626K	2	3.38%	Increased
652	VHMC Value Holdings Management Company Hampton Bays, New York	$46.8M	$0	2	8.26%	Maintained
653	NOCM Night Owl Capital Management Greenwich, Connecticut	$46.7M	-$14.1M	1	5.4%	Reduced
654	Advisors Capital Management Ridgewood, New Jersey	$46.5M	+$1.29M	4	0.64%	Increased
655	HCA Harbor Capital Advisors Chicago, Illinois	$46.4M	+$4.46M	14	1.95%	Increased
656	Global Retirement Partners San Rafael, California	$46M	+$42.2M	25	1.14%	New
657	Mission Wealth Management Santa Barbara, California	$46M	-$1.55M	3	0.98%	Reduced
658	Sculptor Capital New York	$45.8M	-$9.12M	1	0.65%	Reduced
659	CIS Connors Investor Services Wyomissing, Pennsylvania	$45.5M	+$582K	3	4.03%	Increased
660	Bleakley Financial Group Fairfield, New Jersey	$45.5M	+$1.62M	4	1.16%	Increased
661	ACM Argent Capital Management St Louis, Missouri	$45.1M	+$1.6M	1	1.29%	Increased
662	Choreo LLC Rockford, Illinois	$45M	-$1.53M	12	0.63%	Reduced
663	JWCA J.W. Cole Advisors Tampa, Florida	$45M	+$8.19M	6	0.96%	Increased
664	OMG One Madison Group New York	$45M	-$16.8M	1	4.74%	Reduced
665	Daymark Wealth Partners Cincinnati, Ohio	$44.9M	+$1.18M	7	1.71%	Increased
666	Dana Investment Advisors Waukesha, Wisconsin	$44.7M	+$754K	9	1.48%	Increased
667	OAM Ostrum Asset Management Paris, France	$44.5M	+$27.6M	5	2.08%	Increased
668	SteelPeak Wealth Woodland Hills, California	$44.3M	-$11.7M	4	1.71%	Reduced
669	SSA Sierra Summit Advisors Incline Village, Nevada	$44.3M	+$75.4K	4	7.88%	Increased
670	AustralianSuper Melbourne, Australia	$44.1M	+$37.2M	3	0.22%	Increased
671	Heard Capital LLC Chicago, Illinois	$44M	$0	1	2.3%	Maintained
672	Perfromance Wealth Partners Hinsdale, Illinois	$43.8M	-$212K	3	1.4%	Reduced
673	TAM Thematics Asset Management Paris, France	$43.8M	-$6.33M	1	1.97%	Reduced
674	Oppenheimer Asset Management New York	$43.7M	+$4.84M	12	0.5%	Increased
675	PCM Portolan Capital Management Boston, Massachusetts	$43.6M	+$21.4M	2	2.74%	Increased