← 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
276
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$25.1M +$1.09M 2 0.18% Increased
277
QS Investors
QS Investors
New York
$25M +$5.87M 13 0.26% Increased
278
MAA
Matrix Asset Advisors
New York
$25M -$3.12K 1 4.12% Reduced
279
FP
Foundry Partners
Minnesota
$24.8M -$1.99M 3 1.06% Reduced
280
Los Angeles Capital Management
Los Angeles Capital Management
California
$24.5M -$13.9M 8 0.14% Reduced
281
HighTower Advisors
HighTower Advisors
Illinois
$24M -$804K 6 0.2% Reduced
282
PCM
Penn Capital Management
Pennsylvania
$24M +$18.6M 4 1.89% Increased
283
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$24M +$4.88M 5 0.05% Increased
284
Personal Capital Advisors
Personal Capital Advisors
California
$23.8M +$4.9M 1 0.37% Increased
285
LPL Financial
LPL Financial
California
$23.7M +$1.26M 8 0.07% Increased
286
NSCM
New South Capital Management
Tennessee
$23M -$3.2M 1 0.58% Reduced
287
Pinnacle Associates
Pinnacle Associates
New York
$22.9M +$157K 6 0.45% Increased
288
GIA
Guyasuta Investment Advisors
Pennsylvania
$22.9M -$282K 1 2.68% Reduced
289
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.6M -$17.8M 1 0.17% Reduced
290
GW&K Investment Management
GW&K Investment Management
Massachusetts
$22.5M -$110K 1 0.38% Reduced
291
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.4M -$1.46M 8 0.15% Reduced
292
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$22.3M -$49.3K 2 0.34% Reduced
293
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$22.1M -$87.8K 2 0.29% Reduced
294
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$22.1M +$609K 11 0.23% Increased
295
FMW
Farr Miller & Washington
District of Columbia
$22.1M -$214K 1 2.05% Reduced
296
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$22M -$98.7K 2 0.77% Reduced
297
Caxton Associates (New York)
Caxton Associates (New York)
New York
$21.9M -$42.9M 3 1.12% Reduced
298
VanEck Associates
VanEck Associates
New York
$21.8M +$1.12M 5 0.11% Increased
299
Robeco Schweiz
Robeco Schweiz
Switzerland
$21.3M +$10.1M 3 0.99% Increased
300
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.3M -$2.98M 3 0.1% Reduced
10 11
12
13 14