← 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
326	SDH Sloy Dahl & Holst Vancouver, Washington	$23.3M	+$18.1M	1	21.7%	New
327	VanEck Associates New York	$23.3M	-$3.5M	6	0.09%	Reduced
328	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.3M	-$173K	2	6.02%	Reduced
329	IM Islet Management New York	$23.1M	+$18.9M	3	2.15%	New
330	Gulf International Bank (UK) London, United Kingdom	$22.9M	+$235K	2	0.35%	Increased
331	Schonfeld Strategic Advisors New York	$22.8M	+$18.7M	9	0.56%	Increased
332	Bridgewater Associates Westport, Connecticut	$22.7M	+$13.9M	4	0.23%	Increased
333	British Columbia Investment Management Victoria, British Columbia, Canada	$22.6M	+$703K	2	0.17%	Increased
334	Utah Retirement Systems Salt Lake City, Utah	$22.2M	+$24K	5	0.39%	Increased
335	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$22M	+$3.85M	2	0.05%	Increased
336	Natixis Paris, France	$21.9M	+$8.51M	3	0.14%	Increased
337	First National Bank of Omaha Omaha, Nebraska	$21.8M	-$266K	4	1.32%	Reduced
338	Employees Retirement System of Texas Austin, Texas	$21.8M	+$1M	7	0.34%	Increased
339	Mutual of America Capital Management New York	$21.8M	+$1.3M	9	0.28%	Increased
340	GD Grandfield & Dodd New York	$21.7M	+$399K	2	1.98%	Increased
341	Viking Global Investors Stamford, Connecticut	$21.7M	+$16.9M	1	0.1%	New
342	Cullen/Frost Bankers San Antonio, Texas	$21.6M	-$627K	7	0.59%	Reduced
343	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.6M	-$168K	16	0.35%	Reduced
344	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$21.5M	+$8.08M	2	0.17%	Increased
345	Ferguson Wellman Capital Management Portland, Oregon	$21.4M	+$112K	3	0.63%	Increased
346	TCM Tygh Capital Management Portland, Oregon	$21.4M	-$3.26M	2	3.53%	Reduced
347	State of Alaska Department of Revenue Juneau, Alaska	$21.2M	+$747K	11	0.28%	Increased
348	Mackenzie Financial Toronto Ontario, Ontario, Canada	$21.1M	-$2.67M	3	0.05%	Reduced
349	Alpha Cubed Investments Irvine, California	$21M	-$591K	1	2.16%	Reduced
350	BCM Billings Capital Management Arlington, Virginia	$21M	-$626K	1	21.35%	Reduced