← 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
251
SI
Standard Investments
New York
$142M $0 1 8.78% Maintained
252
Swiss Life Asset Management
Swiss Life Asset Management
$142M +$30.2M 5 1.71% Increased
253
Pathstone Holdings
Pathstone Holdings
New Jersey
$141M +$133M 18 0.76% New
254
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$140M -$4.9M 2 1.74% Reduced
255
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$140M -$1.23M 3 0.86% Reduced
256
Atreides Management
Atreides Management
Massachusetts
$139M +$84.6M 1 4.56% Increased
257
Westwood Holdings Group
Westwood Holdings Group
Texas
$136M +$3.34M 4 1.15% Increased
258
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$134M +$68.4M 33 1.66% Increased
259
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$134M +$127M 3 1.76% New
260
New York Life Investment Management
New York Life Investment Management
New York
$133M -$59.1K 14 1.37% Reduced
261
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$133M -$5.16M 4 1.67% Reduced
262
Lyrical Asset Management
Lyrical Asset Management
New York
$133M +$110M 1 2.17% Increased
263
Cardano Risk Management
Cardano Risk Management
Netherlands
$133M +$127M 1 5.52% New
264
Yousif Capital Management
Yousif Capital Management
Michigan
$133M -$9.1M 14 1.56% Reduced
265
Gabelli Funds
Gabelli Funds
New York
$130M -$18.2M 10 1% Reduced
266
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$129M +$8.48M 15 0.44% Increased
267
Great Lakes Advisors
Great Lakes Advisors
Illinois
$129M -$26M 6 1.23% Reduced
268
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$126M +$7.45M 4 1.4% Increased
269
CIM
Contrarius Investment Management
Jersey
$125M -$13.7M 1 6.76% Reduced
270
Scout Investments
Scout Investments
Missouri
$124M -$121M 2 3.11% Reduced
271
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$124M +$77M 3 1.47% Increased
272
SG Americas Securities
SG Americas Securities
New York
$122M +$42.1M 19 1.13% Increased
273
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$121M -$8.42M 13 1.44% Reduced
274
PineBridge Investments
PineBridge Investments
New York
$119M -$13.7M 4 1.1% Reduced
275
EARNEST Partners
EARNEST Partners
Georgia
$119M -$5.5M 2 0.59% Reduced
9 10
11
12 13