← 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	FA FDx Advisors Chicago, Illinois	$13.7M	+$1.8M	6	0.44%	Increased
702	RCMC RK Capital Management (Colorado) Denver, Colorado	$13.6M	+$6.39K	1	2.58%	Increased
703	Bailard Foster City, California	$13.5M	+$516K	7	0.46%	Increased
704	Sculptor Capital New York	$13.5M	-$180K	4	0.11%	Reduced
705	CSC Cove Street Capital El Segundo, California	$13.5M	-$152K	1	2%	Reduced
706	Busey Bank Urbana, Illinois	$13.4M	+$1.94M	4	0.54%	Increased
707	TCOV Trust Company of Vermont Brattleboro, Vermont	$13.3M	-$187K	3	0.95%	Reduced
708	Haverford Trust Company Radnor, Pennsylvania	$13.2M	-$6.07K	3	0.16%	Reduced
709	CL CSS LLC Chicago, Illinois	$13.2M	-$1.09M	3	0.56%	Reduced
710	Marsico Capital Management Denver, Colorado	$13.2M	+$7.76M	1	0.4%	Increased
711	Alkeon Capital Management New York	$13.1M	$0	1	0.02%	Maintained
712	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$13.1M	+$12.5K	4	0.49%	Increased
713	PAA Peregrine Asset Advisers Portland, Oregon	$13M	+$8.19M	3	6.63%	Increased
714	SCA Snowden Capital Advisors New York	$12.9M	-$5.67M	4	0.65%	Reduced
715	WRBC W.R. Berkley Corp Greenwich, Connecticut	$12.9M	+$5.96M	4	0.87%	Increased
716	Parallel Advisors San Francisco, California	$12.8M	+$1.45M	18	0.52%	Increased
717	NFG Next Financial Group Houston, Texas	$12.7M	+$1.65M	15	0.99%	Increased
718	CK Cohen Klingenstein New York	$12.7M	$0	2	0.56%	Maintained
719	Sumitomo Life Insurance Tokyo, Japan	$12.7M	-$505K	2	0.34%	Reduced
720	Rathbones Group Liverpool, United Kingdom	$12.7M	-$214K	1	0.14%	Reduced
721	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$12.7M	$0	1	0.52%	Maintained
722	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$12.7M	+$247K	2	2.07%	Increased
723	People's United Financial Bridgeport, Connecticut	$12.6M	+$1.18M	5	0.28%	Increased
724	Rafferty Asset Management New York	$12.6M	-$3.03M	5	0.09%	Reduced
725	SI Sapience Investments Newport Beach, California	$12.5M	+$2.88M	1	1.48%	Increased