← 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
801	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$10.3M	+$9.39M	1	1.31%	New
802	Woodline Partners San Francisco, California	$10.3M	+$7.53M	2	0.17%	Increased
803	CCM Conway Capital Management Burbank, California	$10.2M	-$376K	1	6.94%	Reduced
804	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$10.2M	-$1.2M	1	1.23%	Reduced
805	WMC Westwood Management Corporation Chicago, Illinois	$10.2M	+$2.05M	2	0.84%	Increased
806	Gotham Asset Management New York	$10.2M	+$1.38M	7	0.41%	Increased
807	SCM Sirios Capital Management Boston, Massachusetts	$10.2M	+$997K	2	1.07%	Increased
808	Evergreen Capital Management Bellevue, Washington	$10.2M	+$1.45M	4	0.46%	Increased
809	RNC Capital Management Los Angeles, California	$10.2M	-$999K	2	0.54%	Reduced
810	Venture Visionary Partners Sylvania, Ohio	$10.2M	+$7.39M	2	0.72%	Increased
811	Perigon Wealth Management San Francisco, California	$10.2M	-$975K	1	0.88%	Reduced
812	SV Sturgeon Ventures London, United Kingdom	$10.2M	+$1.73M	1	4.91%	Increased
813	AWM Altium Wealth Management Purchase, New York	$10.1M	+$1.8M	4	0.72%	Increased
814	HAM Hillcrest Asset Management Plano, Texas	$10.1M	-$459K	1	1.45%	Reduced
815	BCG Barington Capital Group New York	$10.1M	-$1.68M	1	10.52%	Reduced
816	Aptus Capital Advisors Fairhope, Alabama	$10.1M	+$1.42M	3	0.26%	Increased
817	Thompson Siegel & Walmsley Richmond, Virginia	$10.1M	-$5.46M	5	0.15%	Reduced
818	UAM UAS Asset Management New York	$10.1M	-$1.69M	1	2.64%	Reduced
819	1WA 180 Wealth Advisors Federal Way, Washington	$10.1M	+$421K	4	2.22%	Increased
820	Meag Munich Ergo Munich, Germany	$10.1M	-$10.1M	1	1.75%	Reduced
821	TAM Third Avenue Management New York	$10.1M	$0	1	1.36%	Maintained
822	Vident Investment Advisory Alpharetta, Georgia	$10.1M	-$6.48M	10	0.3%	Reduced
823	TA Teton Advisors Rye, New York	$10M	-$1.53M	4	1.46%	Reduced
824	Graham Capital Management Rowayton, Connecticut	$10M	+$686K	1	0.51%	Increased
825	SCM SG Capital Management Chicago, Illinois	$9.95M	+$9.13M	2	3.99%	Increased