← 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	Raymond James & Associates St Petersburg, Florida	$49.8M	+$14.8M	8	0.24%	Increased
177	TD Asset Management Toronto, Ontario, Canada	$49.1M	+$9.85M	5	0.08%	Increased
178	Commerzbank Aktiengesellschaft Frankfurt, Germany	$48.9M	+$5.46M	6	0.31%	Increased
179	Factory Mutual Insurance Waltham, Massachusetts	$48.8M	$0	1	0.66%	Maintained
180	Nuveen Charlotte, North Carolina	$48.7M	+$8.1M	6	0.27%	Increased
181	Canada Life Winnipeg, Manitoba, Canada	$48.7M	-$760K	15	0.16%	Reduced
182	Credit Agricole Montrouge Cedex, France	$48.6M	+$3.18M	5	0.21%	Increased
183	AQR Capital Management Greenwich, Connecticut	$48.1M	+$12.1M	10	0.1%	Increased
184	Comerica Bank Dallas, Texas	$48M	+$22.4M	8	0.21%	Increased
185	D.E. Shaw & Co New York	$47.2M	-$22.8M	11	0.06%	Reduced
186	Seizert Capital Partners Birmingham, Michigan	$47M	-$7.09M	2	0.99%	Reduced
187	USS Investment Management London, United Kingdom	$45.7M	$0	1	0.75%	Maintained
188	SG Americas Securities New York	$45M	-$19.4M	10	0.22%	Reduced
189	Westfield Capital Management Boston, Massachusetts	$44.6M	-$4.09M	1	0.26%	Reduced
190	Teacher Retirement System of Texas Austin, Texas	$44.4M	+$622K	13	0.35%	Increased
191	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$44M	-$1.14M	1	0.6%	Reduced
192	Artisan Partners Milwaukee, Wisconsin	$43.9M	+$1.88M	2	0.08%	Increased
193	SCCM Schafer Cullen Capital Management New York	$43.8M	-$23.8M	2	0.55%	Reduced
194	LCP Lombardia Capital Partners Pasadena, California	$43.5M	+$1.1M	2	1.25%	Increased
195	Cambiar Investors Denver, Colorado	$43.3M	-$315K	1	0.66%	Reduced
196	Trillium Asset Management Boston, Massachusetts	$42.5M	+$9.26M	5	2.89%	Increased
197	Eaton Vance Management Boston, Massachusetts	$41.9M	+$19M	2	0.12%	Increased
198	KBC Group Brussels, Belgium	$41.4M	+$30M	13	0.49%	Increased
199	GA Geneva Advisors Chicago, Illinois	$41.2M	-$10.9M	3	0.77%	Reduced
200	Chevy Chase Trust Bethesda, Maryland	$41M	+$896K	5	0.26%	Increased