← 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
176	Gateway Investment Advisers Cincinnati, Ohio	$45.1M	+$43.3M	2	0.39%	New
177	Waddell & Reed Financial Overland Park, Kansas	$45M	+$45.3M	3	0.09%	New
178	First Trust Advisors Wheaton, Illinois	$44.6M	+$41.3M	12	0.29%	New
179	TD Asset Management Toronto, Ontario, Canada	$44.5M	+$42.5M	5	0.1%	New
180	SAC Capital Advisors Stamford, Connecticut	$44.4M	+$42.8M	6	0.24%	New
181	AC Apex Capital Orinda, California	$44.4M	+$44.2M	2	3.03%	New
182	IAM Impax Asset Management Portsmouth, New Hampshire	$43.9M	+$44M	3	2.97%	New
183	Apex Capital Management Dayton, Ohio	$43.2M	+$43.4M	3	2.1%	New
184	US Bancorp Minneapolis, Minnesota	$42.7M	+$41.1M	16	0.19%	New
185	USS Investment Management London, United Kingdom	$42.6M	+$44.7M	1	0.91%	New
186	Glenmede Trust Philadelphia, Pennsylvania	$42.5M	+$41.7M	11	0.53%	New
187	RIM Ranger Investment Management Dallas, Texas	$41.5M	+$40.1M	1	2.02%	New
188	Chartwell Investment Partners Berywn, Pennsylvania	$41.5M	+$43.5M	1	1.06%	New
189	LCP Lombardia Capital Partners Pasadena, California	$41.5M	+$39.9M	2	1.39%	New
190	Tocqueville Asset Management New York	$41.1M	+$42.4M	5	0.56%	New
191	GA Geneva Advisors Chicago, Illinois	$40.5M	+$41.3M	4	0.94%	New
192	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$40.4M	+$39.3M	7	0.38%	New
193	Todd Asset Management Louisville, Kentucky	$40.1M	+$38.8M	2	1.31%	New
194	Capital International Los Angeles, California	$39.3M	+$37.7M	2	2.42%	New
195	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$39M	+$38.4M	3	0.11%	New
196	CCM Cupps Capital Management Chicago, Illinois	$38.5M	+$27M	1	3.07%	New
197	HSBC Holdings London, United Kingdom	$38M	+$36.1M	4	0.11%	New
198	Bank of Montreal Toronto, Ontario, Canada	$37.7M	+$36.4M	13	0.07%	New
199	TCW Group Los Angeles, California	$35.7M	+$29.9M	3	0.18%	New
200	Kennedy Capital Management St Louis, Missouri	$35.3M	+$34.9M	4	0.72%	New