← 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
26	Frontier Capital Management Boston, Massachusetts	$439M	+$439M	4	3.65%	New
27	LCS Levin Capital Strategies New York	$361M	+$350M	8	6.5%	New
28	Goldman Sachs New York	$348M	+$335M	15	0.13%	New
29	TIAA CREF Investment Management New York	$347M	+$327M	14	0.28%	New
30	JP Morgan Chase New York	$342M	+$315M	13	0.11%	New
31	Geode Capital Management Boston, Massachusetts	$334M	+$317M	15	0.29%	New
32	WI WHV Investments San Francisco, California	$328M	+$316M	5	3.37%	New
33	Lord, Abbett & Co Jersey City, New Jersey	$326M	+$321M	6	0.76%	New
34	Capital Guardian Trust Los Angeles, California	$311M	+$298M	3	2.16%	New
35	PHS PFM Health Sciences San Francisco, California	$300M	+$287M	1	6.22%	New
36	BlackRock Group London, United Kingdom	$299M	+$292M	13	0.23%	New
37	OppenheimerFunds New York	$294M	+$285M	4	0.42%	New
38	Schroder Investment Management Group London, United Kingdom	$272M	+$266M	8	0.72%	New
39	BlackRock Advisors Wilmington, Delaware	$270M	+$257M	14	0.28%	New
40	Columbia Wanger Asset Management Chicago, Illinois	$267M	+$279M	3	1.17%	New
41	Managed Account Advisors Jersey City, New Jersey	$264M	+$258M	10	0.41%	New
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$259M	+$241M	18	0.21%	New
43	Baillie Gifford & Co Edinburgh, United Kingdom	$257M	+$182M	2	0.78%	New
44	Fred Alger Management New York	$253M	+$257M	5	1.5%	New
45	Janus Henderson Investors US Denver, Colorado	$251M	+$251M	5	0.26%	New
46	Calamos Advisors Naperville, Illinois	$238M	+$228M	3	1.56%	New
47	KeyBank National Association Cleveland, Ohio	$227M	+$223M	7	0.84%	New
48	ClearBridge Investments New York	$207M	+$200M	4	0.32%	New
49	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$205M	+$198M	2	0.34%	New
50	Vaughan Nelson Investment Management Houston, Texas	$192M	+$191M	4	3.64%	New