← 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	JPCCM J&P (China) Capital Management Hong Kong, China	$312M	+$19.7M	3	53.27%	Increased
52	AQR Capital Management Greenwich, Connecticut	$309M	+$26.3M	12	0.37%	Increased
53	Teachers Advisors New York	$279M	-$22M	17	0.38%	Reduced
54	California Public Employees Retirement System Sacramento, California	$275M	+$11.5M	20	0.41%	Increased
55	Lyrical Asset Management New York	$266M	+$11.1M	1	3.48%	Increased
56	Lord, Abbett & Co Jersey City, New Jersey	$266M	-$26.4M	6	0.78%	Reduced
57	Millennium Management New York	$262M	-$85.4M	14	0.4%	Reduced
58	Capital International Investors Los Angeles, California	$259M	-$28.7M	1	0.31%	Reduced
59	Renaissance Technologies New York	$259M	+$101M	17	0.3%	Increased
60	First Trust Advisors Wheaton, Illinois	$258M	+$2.12M	14	0.66%	Increased
61	UBS Group Zurich, Switzerland	$244M	-$15.5M	25	0.11%	Reduced
62	EdgePoint Investment Group Toronto, Ontario, Canada	$243M	-$1.77M	1	3.64%	Reduced
63	Barclays London, United Kingdom	$238M	+$40.2M	22	0.25%	Increased
64	Parametric Portfolio Associates Seattle, Washington	$238M	+$10.9M	17	0.26%	Increased
65	GGHC Gilder Gagnon Howe & Co New York	$237M	+$201K	1	3.32%	Increased
66	Bessemer Group Woodbridge, New Jersey	$234M	-$45M	12	0.93%	Reduced
67	LCS Levin Capital Strategies New York	$233M	+$34.1M	2	3.95%	Increased
68	Prudential Financial Newark, New Jersey	$230M	+$11.3M	12	0.33%	Increased
69	Principal Financial Group Des Moines, Iowa	$229M	-$12.1M	13	0.22%	Reduced
70	Fisher Asset Management Camas, Washington	$220M	+$11.6M	4	0.31%	Increased
71	Raymond James & Associates St Petersburg, Florida	$213M	+$10.4M	14	0.43%	Increased
72	Russell Investments Group London, United Kingdom	$206M	+$9.65M	14	0.35%	Increased
73	Citigroup New York	$203M	-$4.96M	19	0.17%	Reduced
74	Capital Research Global Investors Los Angeles, California	$198M	-$15.6M	1	0.06%	Reduced
75	Adage Capital Partners Boston, Massachusetts	$198M	+$63.8M	4	0.48%	Increased