← 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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$40.8M -$246K 2 0.33% Reduced
202
TD Asset Management
TD Asset Management
Ontario, Canada
$40.4M +$3.77M 6 0.07% Increased
203
River Road Asset Management
River Road Asset Management
Kentucky
$40.3M -$2.74M 2 0.9% Reduced
204
Capital International Investors
Capital International Investors
California
$40.3M +$5.78M 1 0.02% Increased
205
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$40.2M +$2.18M 19 0.38% Increased
206
Federated Hermes
Federated Hermes
Pennsylvania
$40.1M -$5.16M 16 0.12% Reduced
207
CIP
Champlain Investment Partners
Vermont
$39.8M +$24K 1 0.36% Increased
208
Comerica Bank
Comerica Bank
Texas
$39.8M +$248K 13 0.36% Increased
209
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$39.1M +$15.4M 5 0.5% Increased
210
Guggenheim Capital
Guggenheim Capital
Illinois
$39M -$5.24M 9 0.39% Reduced
211
SSP
Sixth Street Partners
Texas
$38.7M +$38.3M 1 37.97% New
212
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$38.6M -$7.23M 2 1.35% Reduced
213
LPL Financial
LPL Financial
California
$38.5M +$1.92M 9 0.08% Increased
214
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$38.3M +$4.22M 10 0.18% Increased
215
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.9M +$2.23M 3 0.3% Increased
216
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$37.4M -$10.8M 9 0.3% Reduced
217
Carmignac Gestion
Carmignac Gestion
France
$37.2M +$42.5M 2 0.63% Increased
218
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$36.9M -$18.1M 1 0.7% Reduced
219
SDH
Sloy Dahl & Holst
Washington
$36.8M +$9.19M 1 28.11% Increased
220
HCM
Hitchwood Capital Management
New York
$36.7M -$18.7M 1 3.01% Reduced
221
QS Investors
QS Investors
New York
$36.7M -$798K 11 0.58% Reduced
222
Simplex Trading
Simplex Trading
Illinois
$36.4M -$17.7M 10 0.06% Reduced
223
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$35.8M -$297M 2 1.6% Reduced
224
Gotham Asset Management
Gotham Asset Management
New York
$35.7M -$8.46M 8 0.99% Reduced
225
Creative Planning
Creative Planning
Kansas
$35.6M +$6.52M 6 0.13% Increased
7 8
9
10 11