← 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
701	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.6M	-$2.44M	2	1.22%	Reduced
702	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$12.6M	+$406K	2	2.08%	Increased
703	Bailard Foster City, California	$12.5M	-$53.1K	6	0.43%	Reduced
704	RCMC RK Capital Management (Colorado) Denver, Colorado	$12.4M	-$459K	1	2.34%	Reduced
705	Clearstead Advisors Cleveland, Ohio	$12.4M	+$261K	9	0.96%	Increased
706	Belvedere Trading Chicago, Illinois	$12.4M	-$4.95M	2	0.92%	Reduced
707	Wealthspire Advisors (New York) New York	$12.4M	-$5.58M	2	0.33%	Reduced
708	WhitTier Trust Company Reno, Nevada	$12.4M	+$472K	5	0.52%	Increased
709	MCM McKinley Capital Management Anchorage, Alaska	$12.4M	-$3.35M	1	0.87%	Reduced
710	AHC Adell Harriman & Carpenter Houston, Texas	$12.4M	+$1.81M	3	1.3%	Increased
711	AAM Areion Asset Management Hong Kong	$12.3M	-$216K	1	61.38%	Reduced
712	QIM Quest Investment Management Lake Oswego, Oregon	$12.3M	-$1.98M	1	1.11%	Reduced
713	Beck Mack & Oliver New York	$12.2M	+$757K	1	0.33%	Increased
714	First Horizon Advisors Memphis, Tennessee	$12.2M	+$355K	13	0.66%	Increased
715	ER EVR Research Richmond, Virginia	$12.2M	-$1.15M	1	7.07%	Reduced
716	IndexIQ Advisors New York	$12.1M	+$351K	8	0.41%	Increased
717	Congress Asset Management Boston, Massachusetts	$12.1M	+$365K	3	0.1%	Increased
718	CC Cannell & Co New York	$12.1M	-$973K	2	0.36%	Reduced
719	CC Carlson Capital Dallas, Texas	$12.1M	+$11.1M	3	0.58%	Increased
720	AIA Group Hong Kong	$12M	+$1.1M	1	0.83%	Increased
721	Causeway Capital Management Los Angeles, California	$12M	-$3.77M	1	0.24%	Reduced
722	Coldstream Capital Management Bellevue, Washington	$11.9M	+$1.55M	2	0.48%	Increased
723	FHA Flagship Harbor Advisors Boston, Massachusetts	$11.9M	-$52.2K	2	1.28%	Reduced
724	MUFG Securities EMEA London, United Kingdom	$11.9M	-$43.1M	2	0.11%	Reduced
725	Sumitomo Life Insurance Tokyo, Japan	$11.9M	-$1.74M	2	0.38%	Reduced