← 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
HighTower Advisors
HighTower Advisors
Illinois
$213M -$3.25M 17 0.49% Reduced
152
Man Group
Man Group
United Kingdom
$202M +$30M 15 0.72% Increased
153
AustralianSuper
AustralianSuper
Australia
$201M +$353M 1 1.34% New
154
Los Angeles Capital Management
Los Angeles Capital Management
California
$198M +$43.7M 8 0.96% Increased
155
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$195M +$9.85M 8 1.19% Increased
156
WC
Wexford Capital
Florida
$194M $0 1 39.98% Maintained
157
Nomura Asset Management
Nomura Asset Management
Japan
$194M +$47.6M 13 1.13% Increased
158
OCAM
Owl Creek Asset Management
New York
$190M +$11.5M 3 6.37% Increased
159
Asset Management One
Asset Management One
Japan
$189M +$1.4M 5 0.92% Increased
160
AIG
American International Group
New York
$188M -$3.5M 23 1.31% Reduced
161
Baird Financial Group
Baird Financial Group
Wisconsin
$185M +$2.24M 12 0.49% Increased
162
Vontobel Holding
Vontobel Holding
Switzerland
$182M +$39.6M 14 1.83% Increased
163
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$181M -$1.98M 7 2.02% Reduced
164
Congress Asset Management
Congress Asset Management
Massachusetts
$181M -$4.94M 3 1.81% Reduced
165
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$178M -$10.2M 12 0.83% Reduced
166
Point72 Asset Management
Point72 Asset Management
Connecticut
$176M +$150M 8 0.6% Increased
167
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$175M -$32.2M 5 2.38% Reduced
168
Silvercrest Asset Management
Silvercrest Asset Management
New York
$174M -$1.21M 4 1.34% Reduced
169
STRS Ohio
STRS Ohio
Ohio
$173M -$21.4M 17 0.78% Reduced
170
Candriam SCA
Candriam SCA
Luxembourg
$172M +$35.4M 5 1.16% Increased
171
Scout Investments
Scout Investments
Missouri
$169M +$27.8M 3 3.45% Increased
172
Osaic Holdings
Osaic Holdings
Arizona
$169M +$21.6M 36 0.34% Increased
173
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$168M +$6.29M 17 0.4% Increased
174
NSCM
New South Capital Management
Tennessee
$167M -$25.5M 2 7.68% Reduced
175
ECP ControlCo
ECP ControlCo
New Jersey
$163M $0 1 32.87% Maintained
5 6
7
8 9