← 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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$59.5M	+$2.93M	5	0.15%	Increased
152	KeyBank National Association Cleveland, Ohio	$59.5M	-$719K	6	0.35%	Reduced
153	SEI Investments Oaks, Pennsylvania	$59.2M	-$4.2M	13	0.23%	Reduced
154	NIMC NWQ Investment Management Company Los Angeles, California	$57.1M	-$2.93M	2	0.92%	Reduced
155	Westwood Holdings Group Dallas, Texas	$57M	-$837K	2	0.46%	Reduced
156	AAM ACK Asset Management Greenwich, Connecticut	$57M	+$22.8M	3	14.33%	Increased
157	Alyeska Investment Group Chicago, Illinois	$56.8M	+$1.52M	3	0.47%	Increased
158	Jane Street New York	$56.5M	+$52M	9	0.15%	Increased
159	CIBC World Markets New York	$56M	+$36.5M	5	0.6%	Increased
160	M&T Bank Buffalo, New York	$55.8M	+$1.87M	5	0.3%	Increased
161	Aberdeen Group Edinburgh, United Kingdom	$55.8M	-$411K	2	0.11%	Reduced
162	Zacks Investment Management Chicago, Illinois	$54.5M	+$2.02M	5	1.21%	Increased
163	CBT Capital Bank & Trust Irvine, California	$52.2M	-$1.72M	3	0.71%	Reduced
164	AIG American International Group New York	$52M	-$3.29M	16	0.18%	Reduced
165	FS Feinberg Stephen	$51.9M	$0	1	3.12%	Maintained
166	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$51.8M	-$3.86M	13	0.27%	Reduced
167	Thrivent Financial for Lutherans Minneapolis, Minnesota	$51.7M	-$41.3M	7	0.17%	Reduced
168	Mondrian Investment Partners London, United Kingdom	$51.5M	-$618K	2	1.4%	Reduced
169	Jefferies Group New York	$51.3M	+$55.6M	6	0.28%	Increased
170	ALPS Advisors Denver, Colorado	$49.5M	-$2.49M	3	0.39%	Reduced
171	IP Interval Partners New York	$49.4M	+$43.5M	3	2.23%	Increased
172	KBC Group Brussels, Belgium	$49.3M	+$5.56M	9	0.46%	Increased
173	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$49.3M	-$3.3M	1	0.81%	Reduced
174	US Bancorp Minneapolis, Minnesota	$49M	-$1.2M	15	0.15%	Reduced
175	Fiduciary Management Inc Milwaukee, Wisconsin	$47.9M	+$388K	1	0.29%	Increased