← 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
Los Angeles Capital Management
Los Angeles Capital Management
California
$168M -$50.6M 10 0.77% Reduced
127
Bahl & Gaynor
Bahl & Gaynor
Ohio
$161M +$44.1M 4 1.15% Increased
128
HCM
Hitchwood Capital Management
New York
$161M $0 1 4.26% Maintained
129
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$158M +$9.47M 2 0.49% Increased
130
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$158M +$567K 6 1.19% Increased
131
Envestnet Asset Management
Envestnet Asset Management
Illinois
$156M -$60.5K 14 0.14% Reduced
132
Silvercrest Asset Management
Silvercrest Asset Management
New York
$155M -$1.13M 4 1.33% Reduced
133
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$152M -$5.62M 1 2.02% Reduced
134
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$149M +$3.65M 12 1.09% Increased
135
KBC Group
KBC Group
Belgium
$149M -$11.4M 13 0.88% Reduced
136
OPFM
Optimus Prime Fund Management
Cayman Islands
$148M -$301M 1 21.29% Reduced
137
Two Sigma Investments
Two Sigma Investments
New York
$146M -$227M 11 0.52% Reduced
138
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$146M -$21.3M 1 7.31% Reduced
139
Capital International
Capital International
California
$144M +$18.9M 1 9.78% Increased
140
Royal London Asset Management
Royal London Asset Management
United Kingdom
$144M +$7.39M 2 0.87% Increased
141
LSV Asset Management
LSV Asset Management
Illinois
$142M +$7.38M 7 0.29% Increased
142
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$140M +$34.3M 11 0.36% Increased
143
Capital Research Global Investors
Capital Research Global Investors
California
$140M +$20.9K 1 0.04% Increased
144
Hyperion Asset Management
Hyperion Asset Management
Australia
$139M -$46.5M 1 14.11% Reduced
145
Renaissance Technologies
Renaissance Technologies
New York
$135M -$2.02B 15 0.13% Reduced
146
Truist Financial
Truist Financial
North Carolina
$135M -$20M 11 0.29% Reduced
147
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$134M +$34.7M 3 1.96% Increased
148
Creative Planning
Creative Planning
Kansas
$133M +$10.6M 5 0.35% Increased
149
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$132M -$18.1M 3 3.69% Reduced
150
SEI Investments
SEI Investments
Pennsylvania
$131M -$25.8M 18 0.38% Reduced
4 5
6
7 8