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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	AllianceBernstein Nashville, Tennessee	$552M	+$36.5M	16	0.49%	Increased
27	American Century Companies Kansas City, Missouri	$520M	-$140M	6	0.61%	Reduced
28	Geode Capital Management Boston, Massachusetts	$463M	+$35.8M	17	0.32%	Increased
29	Frontier Capital Management Boston, Massachusetts	$440M	-$14.7M	4	3.26%	Reduced
30	BlackRock Group London, United Kingdom	$435M	-$2.69M	13	0.28%	Reduced
31	TIAA CREF Investment Management New York	$429M	+$38.3M	15	0.31%	Increased
32	BlackRock Advisors Wilmington, Delaware	$417M	+$44.2M	14	0.4%	Increased
33	LCS Levin Capital Strategies New York	$390M	-$10.4M	7	6.28%	Reduced
34	Managed Account Advisors Jersey City, New Jersey	$378M	+$25.4M	10	0.51%	Increased
35	Capital World Investors Los Angeles, California	$374M	-$220M	2	0.11%	Reduced
36	Columbia Wanger Asset Management Chicago, Illinois	$370M	-$1.3M	3	1.41%	Reduced
37	BNP Paribas Financial Markets Paris, France	$367M	-$1.08B	15	0.27%	Reduced
38	WI WHV Investments San Francisco, California	$364M	-$37.1M	5	3.8%	Reduced
39	1832 Asset Management Toronto, Ontario, Canada	$354M	+$144M	5	1.36%	Increased
40	OppenheimerFunds New York	$328M	-$230M	5	0.4%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$321M	+$25.8M	18	0.23%	Increased
42	Capital Guardian Trust Los Angeles, California	$320M	-$15.8M	3	2.11%	Reduced
43	Janus Henderson Investors US Denver, Colorado	$298M	-$11.3M	3	0.28%	Reduced
44	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$279M	+$8.34M	2	0.4%	Increased
45	Fred Alger Management New York	$279M	-$26.1M	5	1.42%	Reduced
46	Schroder Investment Management Group London, United Kingdom	$276M	-$40.3M	9	0.34%	Reduced
47	Credit Suisse Zurich, Switzerland	$271M	+$12.6M	17	0.25%	Increased
48	BlackRock Investment Management Wilmington, Delaware	$260M	+$49M	15	0.39%	Increased
49	ClearBridge Investments New York	$254M	+$3.63M	5	0.32%	Increased
50	Calamos Advisors Naperville, Illinois	$252M	-$18.5M	2	1.6%	Reduced