← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$275M -$71.1M 17 0.54% Reduced
127
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$275M +$132M 13 1.16% Increased
128
Aviva
Aviva
United Kingdom
$269M +$4.79M 5 1.4% Increased
129
Panagora Asset Management
Panagora Asset Management
Massachusetts
$264M +$79.4M 18 1.56% Increased
130
STRS Ohio
STRS Ohio
Ohio
$262M -$31.3M 18 1.01% Reduced
131
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$260M +$3.78M 4 0.55% Increased
132
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$257M +$27.7M 12 1.57% Increased
133
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$255M +$4.45M 6 1.69% Increased
134
USS Investment Management
USS Investment Management
United Kingdom
$250M +$2.97M 2 2.27% Increased
135
Baird Financial Group
Baird Financial Group
Wisconsin
$243M -$16.5M 12 0.73% Reduced
136
Lyrical Asset Management
Lyrical Asset Management
New York
$243M +$789K 1 3.35% Increased
137
Eaton Vance Management
Eaton Vance Management
Massachusetts
$235M -$10.5M 6 0.37% Reduced
138
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$235M +$2.6M 5 0.62% Increased
139
Aberdeen Group
Aberdeen Group
United Kingdom
$234M +$91.2M 6 0.57% Increased
140
HBK Investments
HBK Investments
Texas
$233M +$171M 2 1.52% New
141
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$232M -$34.2M 15 0.33% Reduced
142
Capital Research Global Investors
Capital Research Global Investors
California
$231M +$30.7K 1 0.06% Increased
143
Creative Planning
Creative Planning
Kansas
$231M +$11M 9 0.51% Increased
144
Hyperion Asset Management
Hyperion Asset Management
Australia
$231M +$1.33M 1 16.33% Increased
145
TA
Trivest Advisors
Hong Kong
$230M +$70.2M 1 23.12% Increased
146
Fidelity International
Fidelity International
Bermuda
$226M -$234M 4 0.28% Reduced
147
Stifel Financial
Stifel Financial
Missouri
$223M +$5.21M 17 0.4% Increased
148
Envestnet Asset Management
Envestnet Asset Management
Illinois
$222M +$15.2M 17 0.17% Increased
149
LSV Asset Management
LSV Asset Management
Illinois
$219M -$7.84M 7 0.4% Reduced
150
SEI Investments
SEI Investments
Pennsylvania
$215M +$12.5M 19 0.56% Increased
4 5
6
7 8