← 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
301	CIBC World Market Toronto, Ontario, Canada	$189M	+$44.3M	8	0.39%	Increased
302	Commerce Bank Kansas City, Missouri	$188M	-$4.12M	8	1.16%	Reduced
303	Sanctuary Advisors Indianapolis, Indiana	$187M	+$3.68M	13	1.18%	Increased
304	SPT Siemens Pension Trust Munich Germany, Germany	$187M	$0	1	100%	Maintained
305	INTECH Investment Management West Palm Beach, Florida	$186M	+$33.5M	21	1.8%	Increased
306	SCM Steadfast Capital Management New York	$185M	-$5.74M	1	3.76%	Reduced
307	Temasek Holdings Singapore	$185M	+$12M	7	0.73%	Increased
308	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$184M	-$13.1M	16	1.62%	Reduced
309	NewEdge Advisors New Orleans, Louisiana	$182M	+$21.7M	26	1.09%	Increased
310	HB Wealth Management Atlanta, Georgia	$182M	+$2.75M	9	1.86%	Increased
311	Quantinno Capital Management New York	$181M	+$32.3M	11	1.78%	Increased
312	William Blair Investment Management Chicago, Illinois	$181M	+$20M	2	0.44%	Increased
313	Great Lakes Advisors Chicago, Illinois	$180M	-$25.6M	10	1.54%	Reduced
314	Kestra Advisory Services Austin, Texas	$179M	+$686K	12	0.98%	Increased
315	Trexquant Investment Stamford, Connecticut	$177M	+$33.1M	11	2.07%	Increased
316	GF Fund Management Guangzhou, China	$177M	+$143M	2	3.83%	New
317	Segall Bryant & Hamill Chicago, Illinois	$176M	+$12M	5	2.43%	Increased
318	CAPTRUST Financial Advisors Raleigh, North Carolina	$176M	+$18M	17	0.5%	Increased
319	Alyeska Investment Group Chicago, Illinois	$176M	-$154M	7	0.66%	Reduced
320	NSCM New South Capital Management Memphis, Tennessee	$175M	-$4.85M	2	7.38%	Reduced
321	MFS Mirabella Financial Services London, United Kingdom	$175M	+$141M	2	15.92%	Increased
322	Frontier Capital Management Boston, Massachusetts	$172M	+$8.24M	6	1.63%	Increased
323	Ceredex Value Advisors Orlando, Florida	$171M	+$7.34M	5	3.46%	Increased
324	OCAM Owl Creek Asset Management New York	$168M	-$3.88M	2	3.39%	Reduced
325	CGH Contrarius Group Holdings Hamilton, Bermuda	$168M	+$134M	1	10.28%	New