← 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
201	Homestead Advisers Arlington, Virginia	$43.8M	-$22.2M	2	0.85%	Reduced
202	M&T Bank Buffalo, New York	$43.3M	-$3.14M	6	0.25%	Reduced
203	Comerica Bank Dallas, Texas	$43.3M	+$1.35M	13	0.37%	Increased
204	Segall Bryant & Hamill Chicago, Illinois	$43.2M	-$18.5M	8	0.75%	Reduced
205	ProShare Advisors Bethesda, Maryland	$42.7M	+$11.1M	7	0.3%	Increased
206	Mondrian Investment Partners London, United Kingdom	$42.6M	-$389K	2	1.57%	Reduced
207	CC Carlson Capital Dallas, Texas	$42.4M	-$124M	3	0.66%	Reduced
208	Natixis Advisors Boston, Massachusetts	$42.2M	-$872K	6	0.42%	Reduced
209	ALPS Advisors Denver, Colorado	$40.9M	+$1.48M	5	0.32%	Increased
210	SCM SG Capital Management Chicago, Illinois	$40.1M	-$11.4M	2	12.01%	Reduced
211	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$40.1M	+$1.76M	1	0.17%	Increased
212	AFG American Financial Group Cincinnati, Ohio	$39.8M	-$989K	1	3.74%	Reduced
213	First Eagle Investment Management New York	$39.4M	+$224K	2	0.11%	Increased
214	NC Nightview Capital Austin, Texas	$39M	+$2.07M	1	14.24%	Increased
215	State of New Jersey Common Pension Fund D Trenton, New Jersey	$38.8M	-$16.7M	4	0.17%	Reduced
216	Aviva London, United Kingdom	$38.4M	-$7.84M	4	0.29%	Reduced
217	VVP Vulcan Value Partners Birmingham, Alabama	$38.2M	-$2.56M	1	0.35%	Reduced
218	Envestnet Asset Management Chicago, Illinois	$37.8M	+$38.1M	14	0.06%	Increased
219	PCM Polaris Capital Management Boston, Massachusetts	$37.6M	+$2.03M	1	1.73%	Increased
220	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$37.3M	-$25.3M	2	0.1%	Reduced
221	Zurich Cantonal Bank Zurich, Switzerland	$35.9M	-$735K	17	0.36%	Reduced
222	Jacobs Levy Equity Management Florham Park, New Jersey	$35.8M	+$500K	8	0.63%	Increased
223	Chevy Chase Trust Bethesda, Maryland	$35.3M	-$2.42M	5	0.17%	Reduced
224	RHJA Rice Hall James & Associates San Diego, California	$34.4M	+$10.9M	4	1.26%	Increased
225	Highbridge Capital Management New York	$34.3M	+$15.5M	2	1.01%	Increased