← 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
51	California Public Employees Retirement System Sacramento, California	$226M	+$44.1M	16	0.33%	Increased
52	New York State Common Retirement Fund Albany, New York	$221M	+$1.17M	9	0.35%	Increased
53	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$219M	+$38.4M	4	0.54%	Increased
54	Capital International Investors Los Angeles, California	$219M	$0	1	0.68%	Maintained
55	Putnam Investments Boston, Massachusetts	$218M	+$70.5M	6	0.52%	Increased
56	TimesSquare Capital Management New York	$214M	-$4.5M	1	1.08%	Reduced
57	Royal Bank of Canada Toronto, Ontario, Canada	$212M	-$2.97M	19	0.15%	Reduced
58	RIM Rainier Investment Management Seattle, Washington	$207M	-$620K	3	2.16%	Reduced
59	Primecap Management Pasadena, California	$202M	-$9.21M	1	0.24%	Reduced
60	UBS AM Chicago, Illinois	$199M	+$6.04M	12	0.23%	Increased
61	HAM HHR Asset Management Berkeley Heights, New Jersey	$199M	+$24M	3	8.01%	Increased
62	Amundi Asset Management US Boston, Massachusetts	$198M	+$111M	2	0.76%	Increased
63	VOYA Investment Management Atlanta, Georgia	$198M	+$31.3M	12	0.46%	Increased
64	PCM Pennant Capital Management Summit, New Jersey	$191M	-$5M	1	3.28%	Reduced
65	Russell Frank Company Seattle, Washington	$191M	-$44.4M	14	0.35%	Reduced
66	Peconic Partners New York	$189M	+$43.3M	3	19.7%	Increased
67	Charles Schwab San Francisco, California	$185M	+$6.75M	14	0.35%	Increased
68	Boston Partners Boston, Massachusetts	$182M	+$5.81M	5	0.37%	Increased
69	Guggenheim Capital Chicago, Illinois	$180M	-$4.23M	12	0.55%	Reduced
70	Loomis, Sayles & Company Boston, Massachusetts	$180M	-$19.4M	6	0.54%	Reduced
71	Susquehanna International Group Bala Cynwyd, Pennsylvania	$177M	-$5.83M	13	0.08%	Reduced
72	Zevenbergen Capital Investments Edmonds, Washington	$175M	-$4.36M	1	6.04%	Reduced
73	ACM Andor Capital Management Rye Brook, New York	$173M	+$119M	2	9.47%	Increased
74	Prudential Financial Newark, New Jersey	$167M	-$19.7M	12	0.33%	Reduced
75	BlackRock New York	$164M	+$18.7M	14	0.27%	Increased