← 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
101	WI WHV Investments San Francisco, California	$96.9M	-$39.3M	2	4.28%	Reduced
102	FS Feinberg Stephen	$96.4M	+$273K	1	8.69%	Increased
103	BlackRock New York	$94.8M	+$14M	15	0.14%	Increased
104	State of Michigan Retirement System Lansing, Michigan	$94.8M	-$1.96M	5	0.73%	Reduced
105	Legal & General Group London, United Kingdom	$91.7M	+$3.8M	14	0.1%	Increased
106	VVP Vulcan Value Partners Birmingham, Alabama	$91.6M	-$4.2M	1	0.85%	Reduced
107	MP Makaira Partners La Jolla, California	$90.8M	+$2.71M	1	14.98%	Increased
108	Eaton Vance Management Boston, Massachusetts	$90.4M	+$60.8M	4	0.27%	Increased
109	National Rural Electric Cooperative Association Arlington, Virginia	$89.8M	+$8.55M	2	1.61%	Increased
110	STRS Ohio Columbus, Ohio	$88.1M	-$6.71M	7	0.39%	Reduced
111	D.E. Shaw & Co New York	$87.6M	+$70.8M	9	0.13%	Increased
112	Pictet Asset Management (UK) London, United Kingdom	$85.9M	-$3.48M	6	0.36%	Reduced
113	Bank of Montreal Toronto, Ontario, Canada	$83.8M	+$45.7M	15	0.1%	Increased
114	Loomis, Sayles & Company Boston, Massachusetts	$82.6M	-$1.51M	4	0.23%	Reduced
115	OIM Oceanic Investment Management Douglas, Isle Of Man	$81.8M	+$40.2M	2	14.97%	Increased
116	State Board of Administration of Florida Retirement System Tallahassee, Florida	$81.1M	+$3.68M	12	0.3%	Increased
117	EARNEST Partners Atlanta, Georgia	$80.8M	-$3.09M	2	0.82%	Reduced
118	RhumbLine Advisers Boston, Massachusetts	$79.8M	+$9.44M	16	0.26%	Increased
119	New York State Teachers Retirement System (NYSTRS) Albany, New York	$78.5M	+$8.76M	9	0.21%	Increased
120	SD Sumway Development Shanghai, China	$76.5M	+$71.5M	1	38.21%	New
121	Wedge Capital Management Charlotte, North Carolina	$75.7M	-$9.43M	4	0.8%	Reduced
122	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$75.2M	+$4.08M	3	1.39%	Increased
123	Susquehanna International Group Bala Cynwyd, Pennsylvania	$74.8M	-$98.1M	15	0.03%	Reduced
124	State of Wisconsin Investment Board Madison, Wisconsin	$74.6M	+$4.22M	7	0.29%	Increased
125	Calamos Advisors Naperville, Illinois	$74.2M	-$21.8M	4	0.47%	Reduced