← 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	Citigroup New York	$72.7M	+$36.4M	20	0.07%	Increased
127	NIMC NWQ Investment Management Company Los Angeles, California	$71.5M	+$2.78M	2	1.23%	Increased
128	VVP Vulcan Value Partners Birmingham, Alabama	$70.1M	-$25.8M	2	0.69%	Reduced
129	Glenmede Trust Philadelphia, Pennsylvania	$69.7M	+$6.52M	11	0.42%	Increased
130	Silvercrest Asset Management New York	$69.2M	+$6.11M	3	0.88%	Increased
131	Första AP-fonden Stockholm, Sweden	$67.6M	+$69.5M	1	1.96%	New
132	SD Sumway Development Shanghai, China	$66.6M	+$6.01M	1	34.21%	Increased
133	Nuveen Charlotte, North Carolina	$65.5M	+$6.66M	7	0.4%	Increased
134	BNP Paribas Financial Markets Paris, France	$64.9M	-$52.9M	18	0.29%	Reduced
135	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$63.7M	-$20.3M	8	0.26%	Reduced
136	Korea Investment Corp Seoul, South Korea	$63.3M	+$6.68M	2	0.38%	Increased
137	Boston Trust Walden Boston, Massachusetts	$62.8M	-$174K	3	1.07%	Reduced
138	Stifel Financial St. Louis, Missouri	$62.5M	+$10.9M	8	0.29%	Increased
139	BlackRock Japan Tokyo, Japan	$62.5M	-$3.34M	4	0.22%	Reduced
140	Panagora Asset Management Boston, Massachusetts	$61.9M	+$17.1M	9	0.31%	Increased
141	STRS Ohio Columbus, Ohio	$59.1M	-$15.4M	8	0.26%	Reduced
142	Fiduciary Management Inc Milwaukee, Wisconsin	$59M	-$3.84M	1	0.36%	Reduced
143	Davis Selected Advisers Tucson, Arizona	$58.4M	+$1.67M	2	0.26%	Increased
144	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$57.9M	-$10.9M	1	0.1%	Reduced
145	Perkins Investment Management Chicago, Illinois	$57.5M	+$17.9M	1	0.87%	Increased
146	DnB Asset Management Oslo, Norway	$55.8M	-$16.5M	3	1.18%	Reduced
147	Canada Life Winnipeg, Manitoba, Canada	$55.8M	+$17.2M	13	0.17%	Increased
148	Great Lakes Advisors Chicago, Illinois	$55.2M	-$2.09M	5	1.5%	Reduced
149	DCM Daruma Capital Management New York	$55.1M	-$8.91M	1	3.6%	Reduced
150	Credit Agricole Montrouge Cedex, France	$54.8M	-$11.2M	6	0.21%	Reduced