← 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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$74.1M	+$76K	7	0.57%	Increased
127	APG Asset Management Amsterdam, Netherlands	$73.6M	+$3.94M	3	0.17%	Increased
128	VOYA Investment Management Atlanta, Georgia	$72.9M	+$52.3M	12	0.18%	Increased
129	SCM Snow Capital Management Sewickley, Pennsylvania	$72.4M	+$28.6M	1	2.88%	Increased
130	USSCPF United States Steel & Carnegie Pension Fund New York	$71.7M	$0	1	1.7%	Maintained
131	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$71.3M	-$555K	2	0.13%	Reduced
132	Putnam Investments Boston, Massachusetts	$69.7M	+$8.35M	7	0.16%	Increased
133	VFA Virtus Fund Advisers Hartford, Connecticut	$69.6M	+$70.3M	3	0.61%	Increased
134	SCCM Schafer Cullen Capital Management New York	$68.4M	+$29.1M	3	0.81%	Increased
135	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$68.1M	+$25.9M	7	0.32%	Increased
136	NFA Nationwide Fund Advisors Columbus, Ohio	$64.7M	+$13M	15	0.28%	Increased
137	BlackRock Japan Tokyo, Japan	$63.8M	+$810K	5	0.24%	Increased
138	BNP Paribas Financial Markets Paris, France	$62.6M	-$12M	17	0.3%	Reduced
139	NIMC NWQ Investment Management Company Los Angeles, California	$62.2M	+$23.7M	2	0.96%	Increased
140	Harris Associates Chicago, Illinois	$60.6M	-$4.59M	1	0.1%	Reduced
141	Stifel Financial St. Louis, Missouri	$60.6M	-$17.5M	9	0.32%	Reduced
142	Nuveen Charlotte, North Carolina	$60.5M	+$21.6M	8	0.31%	Increased
143	CC Carlson Capital Dallas, Texas	$60.1M	-$13.5M	1	0.67%	Reduced
144	Glenmede Trust Philadelphia, Pennsylvania	$59.5M	-$3.57M	11	0.41%	Reduced
145	TD Asset Management Toronto, Ontario, Canada	$56.9M	+$3.08M	5	0.11%	Increased
146	Silvercrest Asset Management New York	$56.3M	+$499K	3	0.78%	Increased
147	Citigroup New York	$56M	-$7.02M	22	0.06%	Reduced
148	Gotham Asset Management New York	$55.8M	-$1.44M	8	0.61%	Reduced
149	Acadian Asset Management Boston, Massachusetts	$55.7M	+$47.5M	5	0.29%	Increased
150	Haverford Trust Company Radnor, Pennsylvania	$54.7M	-$4.18M	1	1.47%	Reduced