← 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	ALPS Advisors Denver, Colorado	$45.2M	-$8.04M	8	0.67%	Reduced
277	Energy Income Partners Westport, Connecticut	$45.2M	+$2.22M	1	1.35%	Increased
278	Thornburg Investment Management Santa Fe, New Mexico	$44.5M	+$9.5M	2	0.59%	Increased
279	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$44.4M	-$4.92M	8	0.32%	Reduced
280	Xponance Philadelphia, Pennsylvania	$43.4M	+$5.92M	8	1.07%	Increased
281	Virginia Retirement Systems Richmond, Virginia	$42.9M	+$14.6M	7	0.49%	Increased
282	Davis Selected Advisers Tucson, Arizona	$42.8M	-$307K	1	0.24%	Reduced
283	Jefferies Group New York	$42.1M	+$14.9M	2	0.47%	Increased
284	Gabelli Funds Rye, New York	$41.9M	+$1.85M	8	0.33%	Increased
285	Exencial Wealth Advisors Oklahoma City, Oklahoma	$41.1M	+$14.7M	2	2.18%	Increased
286	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$40.3M	+$26.3M	1	33.26%	Increased
287	Man Group London, United Kingdom	$40.3M	+$21.7M	10	0.16%	Increased
288	LCM Lomas Capital Management New York	$40M	+$9.97M	1	6.54%	Increased
289	AAM Anglepoint Asset Management George Town, Cayman Islands	$39.8M	+$32.8M	1	2.38%	New
290	Chevy Chase Trust Bethesda, Maryland	$39.2M	-$3.1M	4	0.15%	Reduced
291	RA Rovida Advisors Fort Lauderdale, Florida	$38.6M	+$31.9M	1	2.68%	New
292	MLICM Metropolitan Life Insurance Company (MetLife) New York	$38.5M	-$1.09M	17	0.65%	Reduced
293	Oppenheimer & Co New York	$38M	+$3.9M	9	0.95%	Increased
294	NC Nitorum Capital New York	$37.9M	+$3.06M	1	1.68%	Increased
295	PCM Polaris Capital Management Boston, Massachusetts	$37.7M	+$1.85M	1	1.86%	Increased
296	Holocene Advisors New York	$37.5M	+$26.1M	4	0.29%	Increased
297	Nissay Asset Management Tokyo, Japan	$37.2M	-$4.35M	2	0.63%	Reduced
298	CIP Champlain Investment Partners Burlington, Vermont	$37.1M	-$4.12M	1	0.25%	Reduced
299	BCH Berkshire Capital Holdings San Jose, California	$36.9M	-$24.9M	1	5.22%	Reduced
300	WC Wexford Capital West Palm Beach, Florida	$36.8M	+$1.31M	2	9.84%	Increased