← 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
ING Group
ING Group
Netherlands
$168M +$36.8M 6 0.98% Increased
277
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$167M +$1.39M 5 1.63% Increased
278
William Blair Investment Management
William Blair Investment Management
Illinois
$167M +$164M 1 0.41% New
279
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$167M -$117M 6 0.14% Reduced
280
Utah Retirement Systems
Utah Retirement Systems
Utah
$166M +$636K 9 1.88% Increased
281
Boston Trust Walden
Boston Trust Walden
Massachusetts
$166M -$17.2M 5 1.15% Reduced
282
Squarepoint
Squarepoint
New York
$166M -$1.56M 23 0.26% Reduced
283
Cresset Asset Management
Cresset Asset Management
Illinois
$165M +$7.75M 17 0.63% Increased
284
TC
Tairen Capital
Hong Kong
$164M +$149M 1 5.8% New
285
Westwood Holdings Group
Westwood Holdings Group
Texas
$163M -$2.57M 5 0.69% Reduced
286
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$162M +$28M 5 1.11% Increased
287
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$161M +$6.79M 4 2.2% Increased
288
Merewether Investment Management
Merewether Investment Management
Texas
$161M -$21.4M 2 7.43% Reduced
289
Comerica Bank
Comerica Bank
Texas
$161M -$3.87M 20 0.64% Reduced
290
Voloridge Investment Management
Voloridge Investment Management
Florida
$160M +$97.6M 10 0.58% Increased
291
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$159M +$7.41M 4 1.65% Increased
292
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$159M +$7.92M 4 3.1% Increased
293
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$157M +$2.9M 2 2.14% Increased
294
Frontier Capital Management
Frontier Capital Management
Massachusetts
$156M -$21.6M 5 1.47% Reduced
295
Mercer Global Advisors
Mercer Global Advisors
Colorado
$156M -$52.8M 12 0.36% Reduced
296
Mutual of America Capital Management
Mutual of America Capital Management
New York
$154M -$4.11M 14 1.62% Reduced
297
QRG Capital Management
QRG Capital Management
Illinois
$153M +$6.23M 9 1.65% Increased
298
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$152M -$35.8M 1 1.54% Reduced
299
Swiss Life Asset Management
Swiss Life Asset Management
$152M -$3.02M 5 1.73% Reduced
300
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$150M -$36.1M 3 4.63% Reduced
10 11
12
13 14