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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
Deutsche Bank
Deutsche Bank
Germany
$448M -$97.3M 18 0.28% Reduced
27
Neuberger Berman Group
Neuberger Berman Group
New York
$446M -$36.2M 6 0.46% Reduced
28
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$405M +$45.2M 14 0.16% Increased
29
1832 Asset Management
1832 Asset Management
Ontario, Canada
$399M +$26.9M 5 1.3% Increased
30
Bank of America
Bank of America
North Carolina
$386M -$31.1M 21 0.12% Reduced
31
Capital World Investors
Capital World Investors
California
$355M +$136M 1 0.1% Increased
32
Managed Account Advisors
Managed Account Advisors
New Jersey
$342M +$23.2M 11 0.38% Increased
33
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$322M -$52.5M 3 1.48% Reduced
34
Primecap Management
Primecap Management
California
$320M -$1.34M 1 0.34% Reduced
35
BAMCO Inc
BAMCO Inc
New York
$319M +$50.1M 3 1.32% Increased
36
LCS
Levin Capital Strategies
New York
$313M +$39.5M 7 4.77% Increased
37
Marsico Capital Management
Marsico Capital Management
Colorado
$304M +$310M 1 2.38% New
38
ACM
Andor Capital Management
New York
$303M -$61.4M 1 14.1% Reduced
39
Capital Research Global Investors
Capital Research Global Investors
California
$300M -$102M 2 0.1% Reduced
40
AllianceBernstein
AllianceBernstein
Tennessee
$296M +$2.16M 15 0.25% Increased
41
Frontier Capital Management
Frontier Capital Management
Massachusetts
$293M +$1.23M 4 2.36% Increased
42
Credit Suisse
Credit Suisse
Switzerland
$277M +$9.91M 17 0.23% Increased
43
Macquarie Group
Macquarie Group
Australia
$275M +$22.3M 8 0.59% Increased
44
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$270M +$4.37M 2 0.37% Increased
45
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$262M +$70.5M 6 0.24% Increased
46
American Century Companies
American Century Companies
Missouri
$258M -$25.8M 6 0.3% Reduced
47
Capital Guardian Trust
Capital Guardian Trust
California
$253M -$13.8M 3 1.8% Reduced
48
ClearBridge Investments
ClearBridge Investments
New York
$244M +$31.8M 4 0.27% Increased
49
OppenheimerFunds
OppenheimerFunds
New York
$242M -$43.6M 5 0.27% Reduced
50
WI
WHV Investments
California
$239M -$6.86M 4 3.41% Reduced
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