← 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
126
BM
Bridger Management
New York
$91.2M +$16.7M 1 6.42% Increased
127
Federated Hermes
Federated Hermes
Pennsylvania
$88.9M +$2.62M 8 0.28% Increased
128
ING Group
ING Group
Netherlands
$88.7M -$3.06M 4 0.45% Reduced
129
AQR Capital Management
AQR Capital Management
Connecticut
$88.6M -$5.78M 10 0.24% Reduced
130
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$87.4M +$4.56M 4 0.13% Increased
131
SM
Stratton Management
Pennsylvania
$86M +$5.71M 4 3.57% Increased
132
Glenmede Trust
Glenmede Trust
Pennsylvania
$85.8M +$1.33M 8 0.77% Increased
133
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$85.5M -$11.4M 1 2.23% Reduced
134
Wedge Capital Management
Wedge Capital Management
North Carolina
$84.4M -$45.6K 4 0.86% Reduced
135
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$84.2M +$13.9M 1 0.44% Increased
136
Legal & General Group
Legal & General Group
United Kingdom
$83.7M +$1.13M 7 0.1% Increased
137
1919 Investment Counsel
1919 Investment Counsel
Maryland
$83M -$4.47M 5 1.69% Reduced
138
ACM
Atlanta Capital Management
Georgia
$79.7M -$2.15M 1 0.54% Reduced
139
NFA
Nationwide Fund Advisors
Ohio
$78.6M +$6.46M 16 0.32% Increased
140
Swiss National Bank
Swiss National Bank
Switzerland
$77.4M -$696K 13 0.29% Reduced
141
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$76.2M +$488K 1 2.24% Increased
142
BlackRock Japan
BlackRock Japan
Japan
$76.1M -$546K 6 0.35% Reduced
143
RIG
Roosevelt Investment Group
New York
$74.9M +$13.2M 1 3.19% Increased
144
SAM
Scopus Asset Management
New York
$74.4M +$13.7M 2 1.69% Increased
145
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$71.6M -$9.8M 3 1.59% Reduced
146
PM
Pembroke Management
Quebec, Canada
$71.6M +$35.8M 2 5.54% Increased
147
Gotham Asset Management
Gotham Asset Management
New York
$70.3M -$28.7M 7 0.88% Reduced
148
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$70.2M +$33.7M 6 0.4% Increased
149
RIM
Ranger Investment Management
Texas
$69.9M +$5.54M 1 3.41% Increased
150
SG Americas Securities
SG Americas Securities
New York
$69.8M -$23.8M 10 0.4% Reduced
4 5
6
7 8