← 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	HCM Highfields Capital Management Boston, Massachusetts	$76.1M	$0	1	1.42%	Maintained
152	Citigroup New York	$76M	-$111M	19	0.07%	Reduced
153	HAM HHR Asset Management Berkeley Heights, New Jersey	$75.6M	+$14.5M	1	4.36%	Increased
154	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$75.6M	+$28M	2	0.18%	Increased
155	YCMGA York Capital Management Global Advisors New York	$74.6M	-$4.85M	1	2.36%	Reduced
156	KBC Group Brussels, Belgium	$74.5M	-$6.58M	11	0.56%	Reduced
157	Man Group London, United Kingdom	$74.3M	+$18.4M	10	0.27%	Increased
158	Segall Bryant & Hamill Chicago, Illinois	$73.7M	+$10.9M	8	1.09%	Increased
159	US Bancorp Minneapolis, Minnesota	$72M	+$1.26M	17	0.21%	Increased
160	SEI Investments Oaks, Pennsylvania	$70.1M	-$13.4M	15	0.25%	Reduced
161	Jane Street New York	$69.3M	-$45.8M	11	0.14%	Reduced
162	CIP Champlain Investment Partners Burlington, Vermont	$69.3M	+$195K	1	0.61%	Increased
163	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$68.5M	-$1.66M	6	0.11%	Reduced
164	AMF Tjänstepension Stockholm, Sweden	$67.7M	-$1.49M	2	0.62%	Reduced
165	PGGM Investments Zeist, Netherlands	$67.6M	+$5.35M	1	0.36%	Increased
166	DnB Asset Management Oslo, Norway	$67.2M	-$4.89M	4	0.76%	Reduced
167	Aberdeen Group Edinburgh, United Kingdom	$65.9M	+$953K	5	0.12%	Increased
168	AIG American International Group New York	$65.8M	+$340K	17	0.22%	Increased
169	Ninety One (UK) London, United Kingdom	$65.4M	-$1.96M	1	0.24%	Reduced
170	Van Berkom & Associates Montreal, Quebec, Canada	$65.1M	-$2.86M	1	1.85%	Reduced
171	KeyBank National Association Cleveland, Ohio	$63.5M	+$287K	6	0.35%	Increased
172	Folketrygdfondet Oslo Norway, Norway	$63.3M	$0	1	1.62%	Maintained
173	Davenport & Co Richmond, Virginia	$62.8M	+$731K	3	0.73%	Increased
174	Two Sigma Advisers New York	$62.3M	-$6.78M	14	0.15%	Reduced
175	Loomis, Sayles & Company Boston, Massachusetts	$60.6M	-$15.9M	6	0.12%	Reduced