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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
26
Goldman Sachs
Goldman Sachs
New York
$544M +$111M 17 0.2% Increased
27
OppenheimerFunds
OppenheimerFunds
New York
$538M +$207M 5 0.36% Increased
28
Neuberger Berman Group
Neuberger Berman Group
New York
$482M -$30.4M 5 0.54% Reduced
29
AllianceBernstein
AllianceBernstein
Tennessee
$477M -$39M 16 0.47% Reduced
30
BlackRock Group
BlackRock Group
United Kingdom
$413M +$83.2M 13 0.28% Increased
31
Geode Capital Management
Geode Capital Management
Massachusetts
$403M +$23.9M 15 0.32% Increased
32
Frontier Capital Management
Frontier Capital Management
Massachusetts
$399M -$55.9M 4 3.07% Reduced
33
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$371M -$26.5M 15 0.29% Reduced
34
WI
WHV Investments
California
$367M +$22.3M 5 3.63% Increased
35
LCS
Levin Capital Strategies
New York
$364M -$15.8M 7 6.2% Reduced
36
BlackRock Advisors
BlackRock Advisors
Delaware
$340M +$49.1M 14 0.34% Increased
37
Managed Account Advisors
Managed Account Advisors
New Jersey
$332M +$37.1M 10 0.49% Increased
38
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$322M +$39.4M 3 1.3% Increased
39
Capital Guardian Trust
Capital Guardian Trust
California
$304M -$20.4M 3 2.1% Reduced
40
Jennison Associates
Jennison Associates
New York
$303M +$142M 2 0.32% Increased
41
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$286M +$6.69M 4 0.28% Increased
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$286M -$11M 10 0.69% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$278M -$24.7M 18 0.21% Reduced
44
Fred Alger Management
Fred Alger Management
New York
$271M -$1.26M 5 1.51% Reduced
45
Primecap Management
Primecap Management
California
$271M -$32.7M 1 0.36% Reduced
46
MTIM
Marathon Trading Investment Management
Pennsylvania
$259M +$189M 1 9.86% Increased
47
Calamos Advisors
Calamos Advisors
Illinois
$246M -$3.11M 3 1.54% Reduced
48
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$244M +$27.4M 2 0.39% Increased
49
Credit Suisse
Credit Suisse
Switzerland
$237M +$15.9M 15 0.24% Increased
50
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$231M -$42.1M 1 7.8% Reduced
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