← 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
676	AAM Areion Asset Management Hong Kong	$12.3M	+$13.9M	1	61.49%	New
677	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12.3M	-$53.9K	2	2.58%	Reduced
678	Point72 Asset Management Stamford, Connecticut	$12.2M	+$6.22M	4	0.06%	Increased
679	TIAA FSB Jacksonville, Florida	$12.2M	-$610K	3	0.04%	Reduced
680	Kestra Private Wealth Services Austin, Texas	$12.1M	+$1.01M	3	0.85%	Increased
681	ECM Everence Capital Management Goshen, Indiana	$12.1M	-$286K	2	1.11%	Reduced
682	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.1M	-$246K	5	0.91%	Reduced
683	DCM Divisar Capital Management San Francisco, California	$12.1M	-$5.93M	1	4.08%	Reduced
684	BCG Barington Capital Group New York	$12.1M	$0	1	12.72%	Maintained
685	PCM Portolan Capital Management Boston, Massachusetts	$12.1M	+$151K	1	0.95%	Increased
686	AP Advisor Partners Walnut Creek, California	$12M	+$5.01M	7	0.86%	Increased
687	Brighton Jones LLC Seattle, Washington	$12M	+$285K	2	0.71%	Increased
688	Harbour Investments Madison, Wisconsin	$12M	+$12.8M	19	0.43%	New
689	Wealthfront Advisers Palo Alto, California	$12M	+$1.61M	3	0.06%	Increased
690	NIG NFJ Investment Group Dallas, Texas	$12M	+$11M	2	0.24%	New
691	Wilmington Savings Fund Society Wilmington, Delaware	$11.9M	-$110K	3	0.48%	Reduced
692	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$11.9M	+$2.93M	2	0.87%	Increased
693	AIA AGF Investments America Toronto, Ontario, Canada	$11.9M	+$7.9M	1	3.01%	Increased
694	VF Virtu Financial New York	$11.8M	+$4.28M	8	0.84%	Increased
695	Clearstead Advisors Cleveland, Ohio	$11.8M	+$504K	8	0.98%	Increased
696	OCM Orchard Capital Management Chicago, Illinois	$11.8M	+$1.12M	1	3.71%	Increased
697	Independent Financial Group San Diego, California	$11.8M	-$2.1M	1	1.53%	Reduced
698	EI EAM Investors Solana Beach, California	$11.8M	-$1.66M	4	1.78%	Reduced
699	FQ First Quadrant Glendale, California	$11.8M	-$1.16M	4	1.25%	Reduced
700	First Citizens Bank & Trust Raleigh, North Carolina	$11.7M	+$9.88K	3	0.55%	Increased