← 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
151	SG Americas Securities New York	$62M	+$23.6M	11	0.25%	Increased
152	Highbridge Capital Management New York	$62M	-$78.5M	4	0.65%	Reduced
153	Nomura Holdings Tokyo, Japan	$60.7M	+$3.02M	11	0.36%	Increased
154	Comerica Bank Dallas, Texas	$60.6M	+$6.25M	10	0.42%	Increased
155	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$59.8M	+$32.1M	2	0.13%	Increased
156	RIM Ranger Investment Management Dallas, Texas	$59.5M	+$7.28M	1	2.56%	Increased
157	Axa Paris, France	$58.6M	-$2.6M	6	0.29%	Reduced
158	BM Bridger Management New York	$58M	-$44.5M	1	4.15%	Reduced
159	Nuveen Charlotte, North Carolina	$57.3M	+$1.61M	6	0.37%	Increased
160	Federated Hermes Pittsburgh, Pennsylvania	$57.1M	-$6.24M	8	0.22%	Reduced
161	Glenmede Trust Philadelphia, Pennsylvania	$55.7M	+$7.22M	10	0.66%	Increased
162	Waddell & Reed Financial Overland Park, Kansas	$55.5M	+$2.49M	3	0.11%	Increased
163	Natixis Advisors Boston, Massachusetts	$55M	-$13.2M	6	1.01%	Reduced
164	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$54.2M	-$16M	3	1.15%	Reduced
165	Sit Investment Associates Minneapolis, Minnesota	$53.8M	+$3.04M	1	1.03%	Increased
166	Factory Mutual Insurance Waltham, Massachusetts	$53.8M	$0	1	0.85%	Maintained
167	Credit Agricole Montrouge Cedex, France	$53.5M	+$49.3M	6	0.23%	New
168	Citigroup New York	$52.7M	-$8.58M	18	0.05%	Reduced
169	DnB Asset Management Oslo, Norway	$52.5M	+$49.1M	2	1.44%	Increased
170	CAIMH Central Asset Investments & Management Holdings Hong Kong	$51M	+$15.1M	1	26.06%	Increased
171	LCP Lombardia Capital Partners Pasadena, California	$50.5M	+$1.57M	2	1.63%	Increased
172	SEI Trust Company Oaks, Pennsylvania	$50.2M	+$13.8M	8	0.55%	Increased
173	Tocqueville Asset Management New York	$50M	+$3.41M	4	0.62%	Increased
174	Public Employees Retirement Association of Colorado Denver, Colorado	$49.8M	-$2.32M	10	0.46%	Reduced
175	Apex Capital Management Dayton, Ohio	$49.5M	+$2.95M	3	2.17%	Increased