← 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	Perkins Investment Management Chicago, Illinois	$60.5M	-$48M	1	0.75%	Reduced
152	Miller Howard Investments Kingston, New York	$60.4M	-$579K	1	1.17%	Reduced
153	Westwood Holdings Group Dallas, Texas	$59M	+$4.11M	1	0.48%	Increased
154	Axa Paris, France	$57.3M	+$1.58M	5	0.26%	Increased
155	Aperio Group Sausalito, California	$57.3M	+$4.67M	11	0.39%	Increased
156	KeyBank National Association Cleveland, Ohio	$57M	-$317K	7	0.34%	Reduced
157	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$57M	-$19.6M	2	1.18%	Reduced
158	Harris Associates Chicago, Illinois	$56.5M	-$207K	1	0.1%	Reduced
159	Jane Street New York	$52.8M	+$21.7M	8	0.24%	Increased
160	British Columbia Investment Management Victoria, British Columbia, Canada	$52.6M	+$4.51M	3	0.42%	Increased
161	Putnam Investments Boston, Massachusetts	$52.5M	+$7.32M	7	0.12%	Increased
162	AIG American International Group New York	$52.5M	+$1.04M	17	0.19%	Increased
163	Numeric Investors Boston, Massachusetts	$52.3M	-$10.2M	5	0.47%	Reduced
164	Mondrian Investment Partners London, United Kingdom	$51.4M	+$7.11M	2	1.45%	Increased
165	Janus Henderson Group London,	$50.1M	+$4.23M	3	0.35%	Increased
166	ALPS Advisors Denver, Colorado	$48.4M	+$7.58M	1	0.33%	Increased
167	M&T Bank Buffalo, New York	$47.8M	+$1.21M	6	0.29%	Increased
168	Zacks Investment Management Chicago, Illinois	$47.5M	+$5.12M	5	1.21%	Increased
169	Van Berkom & Associates Montreal, Quebec, Canada	$47.5M	+$241K	1	1.78%	Increased
170	Raymond James Financial Services Advisors St. Petersburg, Florida	$47.4M	+$2.53M	8	0.36%	Increased
171	William Blair Investment Management Chicago, Illinois	$46.9M	+$24.9K	4	0.18%	Increased
172	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$46.9M	+$1.47M	11	0.26%	Increased
173	SEI Investments Oaks, Pennsylvania	$46.7M	+$9.69M	15	0.21%	Increased
174	Natixis Advisors Boston, Massachusetts	$46.7M	+$4.91M	5	0.52%	Increased
175	OCAM Owl Creek Asset Management New York	$46.6M	$0	1	2.55%	Maintained