← 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	Prospera Financial Services Dallas, Texas	$43.5M	+$7.02M	9	0.81%	Increased
677	SignatureFD Atlanta, Georgia	$43.5M	+$2.26M	26	0.74%	Increased
678	AIA Group Hong Kong	$43.4M	+$1.33M	2	0.94%	Increased
679	PE Point72 Europe London, United Kingdom	$43.3M	+$38M	3	1.67%	New
680	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$43.1M	-$37.9K	4	2.22%	Reduced
681	Farmers & Merchants Investments Inc Lincoln, Nebraska	$43M	+$618K	16	1.25%	Increased
682	Park National Corp Newark, Ohio	$42.9M	+$15.1M	3	1.41%	Increased
683	CWA Canvas Wealth Advisors Shawnee, Kansas	$42.8M	+$1.57M	4	8.44%	Increased
684	Boothbay Fund Management New York	$42.6M	+$17M	8	0.83%	Increased
685	Atlantic Union Bankshares Glen Allen, Virginia	$42.6M	+$24.9M	12	0.97%	Increased
686	SCM SIR Capital Management New York	$42.5M	-$71.1K	5	3.79%	Reduced
687	Pzena Investment Management New York	$42.4M	$0	1	0.14%	Maintained
688	Tokio Marine Asset Management Tokyo, Japan	$42M	+$5.96M	5	1.61%	Increased
689	JGC J. Goldman & Co New York	$41.9M	-$456K	3	1%	Reduced
690	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$41.9M	+$117K	8	0.64%	Increased
691	First Citizens Bank & Trust Raleigh, North Carolina	$41.6M	+$8.14M	6	0.75%	Increased
692	LGT Group Foundation Vaduz, Liechtenstein	$41.4M	-$18.3M	3	0.52%	Reduced
693	OBAM ODDO BHF Asset Management Paris, France	$40.8M	+$16.5M	5	1.55%	Increased
694	First Eagle Investment Management New York	$40.8M	+$5.05M	6	0.08%	Increased
695	Orbis Allan Gray Hamilton, Bermuda	$40.8M	+$1.68M	1	0.2%	Increased
696	RIA RPG Investment Advisory Pleasanton, California	$40.6M	-$34M	3	5.05%	Reduced
697	Clearstead Advisors Cleveland, Ohio	$40.4M	+$2.59M	21	0.57%	Increased
698	BWP Balboa Wealth Partners Scottsdale, Arizona	$40.2M	-$378K	2	8.07%	Reduced
699	HUB Investment Partners Austin, Texas	$40.1M	-$754K	4	1.34%	Reduced
700	Hantz Financial Services Southfield, Michigan	$40.1M	-$54.6K	16	0.65%	Reduced