← 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	Candriam SCA Strassen, Luxembourg, Luxembourg	$262M	+$19.7M	7	1.51%	Increased
252	Baupost Group Boston, Massachusetts	$260M	+$33.6M	1	7.56%	Increased
253	AMF Tjänstepension Stockholm, Sweden	$259M	+$48.9M	3	1.84%	Increased
254	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$248M	+$179M	3	11.22%	Increased
255	IFM Investors Melbourne, Australia	$247M	-$16.8M	4	2.51%	Reduced
256	Pathstone Holdings Englewood, New Jersey	$247M	+$697K	19	1.09%	Increased
257	Employees Retirement System of Texas Austin, Texas	$243M	+$9.01M	2	2.08%	Increased
258	Copeland Capital Management Conshohocken, Pennsylvania	$242M	+$6.34M	5	4.5%	Increased
259	Renaissance Technologies New York	$239M	-$108M	15	0.35%	Reduced
260	AssetMark Inc Concord, California	$239M	+$8.46M	16	0.65%	Increased
261	Utah Retirement Systems Salt Lake City, Utah	$236M	+$211K	9	2.6%	Increased
262	Fjarde Ap-fonden Stockholm, Sweden	$234M	-$10.8M	5	2.37%	Reduced
263	QRG Capital Management Chicago, Illinois	$233M	+$21.5M	10	2.4%	Increased
264	Select Equity Group New York	$232M	-$201M	2	0.92%	Reduced
265	Bank Julius Baer & Co Zurich, Switzerland	$230M	+$163M	7	0.71%	Increased
266	USS Investment Management London, United Kingdom	$228M	+$174M	5	1.59%	Increased
267	EARNEST Partners Atlanta, Georgia	$226M	+$4.34M	3	1.01%	Increased
268	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$223M	+$191M	25	2.17%	New
269	Brown Advisory Baltimore, Maryland	$223M	-$1.75M	9	0.28%	Reduced
270	Alkeon Capital Management New York	$222M	+$16.5M	1	0.45%	Increased
271	Waverton Investment Management London, United Kingdom	$219M	-$32M	2	3.49%	Reduced
272	William Blair & Company Chicago, Illinois	$219M	+$38.6M	12	0.64%	Increased
273	Tidal Investments Milwaukee, Wisconsin	$218M	+$86M	16	1.71%	Increased
274	Regions Financial Corp Birmingham, Alabama	$217M	+$66.8M	6	1.6%	Increased
275	Mercer Global Advisors Denver, Colorado	$216M	+$2.25M	15	0.53%	Increased