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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
Bank of America
Bank of America
North Carolina
$528M -$493M 19 0.2% Reduced
27
BlackRock Group
BlackRock Group
United Kingdom
$522M +$63.6M 14 0.33% Increased
28
Deutsche Bank
Deutsche Bank
Germany
$508M +$148M 19 0.36% Increased
29
Geode Capital Management
Geode Capital Management
Massachusetts
$503M +$11.5M 17 0.34% Increased
30
Goldman Sachs
Goldman Sachs
New York
$500M -$250M 16 0.16% Reduced
31
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$438M -$25.3M 14 0.32% Reduced
32
BlackRock Advisors
BlackRock Advisors
Delaware
$437M +$19.2M 15 0.43% Increased
33
Frontier Capital Management
Frontier Capital Management
Massachusetts
$431M -$61.1M 4 3.12% Reduced
34
American Century Companies
American Century Companies
Missouri
$420M -$199M 8 0.5% Reduced
35
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$395M +$19.9M 3 1.55% Increased
36
1832 Asset Management
1832 Asset Management
Ontario, Canada
$391M +$2.68M 5 1.34% Increased
37
Managed Account Advisors
Managed Account Advisors
New Jersey
$390M -$10.7M 11 0.51% Reduced
38
LCS
Levin Capital Strategies
New York
$355M -$40.1M 7 5.96% Reduced
39
ACM
Andor Capital Management
New York
$345M +$122M 3 18.27% Increased
40
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$337M +$60.6M 10 0.38% Increased
41
Capital Guardian Trust
Capital Guardian Trust
California
$335M +$19.2M 3 2.27% Increased
42
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$300M +$24.6M 2 0.43% Increased
43
WI
WHV Investments
California
$299M -$62.9M 4 3.93% Reduced
44
Credit Suisse
Credit Suisse
Switzerland
$281M -$1.46M 19 0.27% Reduced
45
Primecap Management
Primecap Management
California
$279M -$864K 1 0.32% Reduced
46
BlackRock Investment Management
BlackRock Investment Management
Delaware
$273M +$11M 15 0.4% Increased
47
OppenheimerFunds
OppenheimerFunds
New York
$263M -$86.1M 5 0.31% Reduced
48
ClearBridge Investments
ClearBridge Investments
New York
$259M +$2.94M 5 0.31% Increased
49
Calamos Advisors
Calamos Advisors
Illinois
$258M +$8.72M 2 1.65% Increased
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$254M +$15.6M 18 0.36% Increased
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