← 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	Aberdeen Group Edinburgh, United Kingdom	$301M	-$11M	8	0.66%	Reduced
127	Capital International Inc Los Angeles, California	$300M	-$44.2M	2	2.68%	Reduced
128	Korea Investment Corp Seoul, South Korea	$295M	-$3.75M	2	0.85%	Reduced
129	Hyperion Asset Management Brisbane, Australia	$294M	+$50.5M	1	16.45%	Increased
130	Asset Management One Tokyo, Japan	$294M	-$460K	5	1.09%	Reduced
131	AIG American International Group New York	$294M	-$27.6M	21	0.99%	Reduced
132	USS Investment Management London, United Kingdom	$290M	$0	2	2.29%	Maintained
133	Handelsbanken Fonder Stockholm, Sweden	$273M	-$35.6M	13	1.42%	Reduced
134	Axa Paris, France	$270M	+$56.2M	12	0.76%	Increased
135	MN Services Vermogensbeheer The Hague, Netherlands	$269M	+$307M	2	2.09%	New
136	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$269M	+$199M	5	3.35%	Increased
137	Robeco Institutional Asset Management Rotterdam, Netherlands	$263M	+$6.36M	6	0.58%	Increased
138	Baird Financial Group Milwaukee, Wisconsin	$261M	+$8.16M	12	0.68%	Increased
139	Treasurer of the State of North Carolina Raleigh, North Carolina	$261M	+$3.04M	7	1.51%	Increased
140	LSV Asset Management Chicago, Illinois	$260M	-$34.2M	8	0.44%	Reduced
141	Fidelity International Hamilton, Bermuda	$258M	+$1.4M	2	0.28%	Increased
142	Artisan Partners Milwaukee, Wisconsin	$257M	+$26.1M	2	0.31%	Increased
143	Mackenzie Financial Toronto Ontario, Ontario, Canada	$255M	+$52.4M	7	0.35%	Increased
144	JP Morgan Private Wealth Advisors San Francisco, California	$252M	+$74.8M	8	0.65%	Increased
145	LPU Lansdowne Partners (UK) London, United Kingdom	$250M	+$101M	2	10.01%	Increased
146	Mitsubishi UFJ Asset Management Tokyo, Japan	$250M	+$26M	13	1.36%	Increased
147	STRS Ohio Columbus, Ohio	$247M	-$1.77M	20	0.89%	Reduced
148	ECP ControlCo Summit, New Jersey	$245M	$0	1	24.4%	Maintained
149	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$239M	+$197M	4	0.29%	Increased
150	Panagora Asset Management Boston, Massachusetts	$237M	-$17.4M	17	1.27%	Reduced