← 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
226
Silvercrest Asset Management
Silvercrest Asset Management
New York
$228M -$42.6M 10 1.63% Reduced
227
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$226M -$129M 5 1.37% Reduced
228
Cerity Partners
Cerity Partners
New York
$225M +$21.9M 17 0.45% Increased
229
Czech National Bank
Czech National Bank
Czech Republic
$223M +$16M 5 2.04% Increased
230
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$222M -$31.1M 26 1.11% Reduced
231
Amalgamated Bank
Amalgamated Bank
New York
$221M +$5.06M 26 1.89% Increased
232
CET
Clean Energy Transition
United Kingdom
$220M -$79.7M 4 27.16% Reduced
233
Robeco Schweiz
Robeco Schweiz
Switzerland
$218M -$36.3M 6 5.37% Reduced
234
ING Group
ING Group
Netherlands
$217M +$37.4M 4 1.5% Increased
235
EARNEST Partners
EARNEST Partners
Georgia
$213M -$4.48M 3 1.02% Reduced
236
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$211M +$1.12M 5 1.3% Increased
237
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$209M -$76.6M 16 0.86% Reduced
238
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$208M +$96M 2 2.36% Increased
239
Hood River Capital Management
Hood River Capital Management
Florida
$208M -$18.5M 3 3.54% Reduced
240
Westwood Holdings Group
Westwood Holdings Group
Texas
$206M +$114M 7 1.56% Increased
241
Tidal Investments
Tidal Investments
Wisconsin
$205M +$55.8M 13 1.67% Increased
242
Quantinno Capital Management
Quantinno Capital Management
New York
$204M +$91.3M 18 1.33% Increased
243
Vontobel Holding
Vontobel Holding
Switzerland
$203M -$81.1M 14 0.74% Reduced
244
WCM Investment Management
WCM Investment Management
California
$202M -$502M 2 0.52% Reduced
245
Bridgewater Associates
Bridgewater Associates
Connecticut
$199M +$70.1M 4 0.93% Increased
246
Optiver Holding
Optiver Holding
Netherlands
$199M +$253M 6 0.12% Increased
247
OCAM
Owl Creek Asset Management
New York
$198M -$2.22M 1 2.7% Reduced
248
Cardano Risk Management
Cardano Risk Management
Netherlands
$198M +$16.3M 1 3.15% Increased
249
CIBC World Markets
CIBC World Markets
New York
$193M -$14.2M 15 1.52% Reduced
250
Castle Hook Partners
Castle Hook Partners
New York
$193M -$216M 1 2% Reduced
8 9
10
11 12