← 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
976	S ShariaPortfolio Lake Mary, Florida	$38.8M	+$42.2K	1	13.75%	Increased
977	Waratah Capital Advisors Toronto, Ontario, Canada	$38.8M	-$13.3M	2	1.32%	Reduced
978	PCM Pinnbrook Capital Management New York	$38.8M	+$18.5M	4	4.13%	Increased
979	VHAM Van Hulzen Asset Management El Dorado Hills, California	$38.7M	-$21.2M	5	2.75%	Reduced
980	Livforsakringsbolaget Skandia Stockholm, Sweden	$38.6M	-$2.81M	5	1.24%	Reduced
981	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$38.6M	-$5.75M	8	1.74%	Reduced
982	LC Lavelle Capital San Francisco, California	$38.5M	+$8.59M	1	16.61%	Increased
983	Valeo Financial Advisors Carmel, Indiana	$38.5M	+$3.17M	7	0.81%	Increased
984	Modern Wealth Management Lenexa, Kansas	$38.5M	+$5.71M	7	0.46%	Increased
985	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$38.5M	-$14.5M	4	0.9%	Reduced
986	Emerald Advisers Leola, Pennsylvania	$38.4M	+$2.91M	2	0.9%	Increased
987	Klingenstein Fields & Co New York	$38.2M	-$85.4K	3	1.34%	Reduced
988	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$38.2M	-$32.2M	1	0.86%	Reduced
989	MIM Marco Investment Management Atlanta, Georgia	$38M	-$425K	5	2.5%	Reduced
990	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$38M	$0	1	5%	Maintained
991	BWM BNC Wealth Management Beaverton, Oregon	$38M	+$314K	4	9.18%	Increased
992	SNB Security National Bank Omaha, Nebraska	$37.9M	+$13.4M	9	4.52%	Increased
993	Altshuler Shaham Tel Aviv, Israel	$37.8M	+$12.8M	12	0.47%	Increased
994	CoreCap Advisors Southfield, Michigan	$37.7M	+$4.69M	21	1.11%	Increased
995	IB Intrust Bank Wichita, Kansas	$37.4M	-$1.35M	9	2.76%	Reduced
996	NL NWAM LLC Mercer Island, Washington	$37.4M	-$979K	4	1.87%	Reduced
997	NRG Nemes Rush Group Novi, Michigan	$37.4M	-$31K	5	3.09%	Reduced
998	Associated Banc-Corp Green Bay, Wisconsin	$37.3M	-$1.09M	5	0.89%	Reduced
999	LSA L & S Advisors Los Angeles, California	$37.3M	-$1.87M	6	3.85%	Reduced
1000	VOMP Vision One Management Partners Miami, Florida	$37.2M	-$17.6M	1	13.41%	Reduced