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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
Royce & Associates
Royce & Associates
New York
$492M +$17M 9 1.71% Increased
27
Geode Capital Management
Geode Capital Management
Massachusetts
$481M +$13.8M 17 0.29% Increased
28
Neuberger Berman Group
Neuberger Berman Group
New York
$456M +$30.3M 6 0.47% Increased
29
JPCCM
J&P (China) Capital Management
China
$413M +$435M 1 41.77% New
30
1832 Asset Management
1832 Asset Management
Ontario, Canada
$357M +$4.27M 5 1.11% Increased
31
Managed Account Advisors
Managed Account Advisors
New Jersey
$342M +$7.26M 11 0.34% Increased
32
LCS
Levin Capital Strategies
New York
$338M +$18.6M 5 5.11% Increased
33
Bank of America
Bank of America
North Carolina
$336M -$48.9M 20 0.12% Reduced
34
ClearBridge Investments
ClearBridge Investments
New York
$333M +$77.5M 3 0.35% Increased
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$330M +$67.8M 6 0.28% Increased
36
BAMCO Inc
BAMCO Inc
New York
$320M +$27.3M 3 1.28% Increased
37
Credit Suisse
Credit Suisse
Switzerland
$308M +$51.7M 17 0.27% Increased
38
AllianceBernstein
AllianceBernstein
Tennessee
$292M +$6.89M 15 0.24% Increased
39
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$286M +$2.78M 2 0.38% Increased
40
Primecap Management
Primecap Management
California
$281M -$12.9M 1 0.28% Reduced
41
Boston Partners
Boston Partners
Massachusetts
$281M +$130M 5 0.42% Increased
42
ACM
Andor Capital Management
New York
$278M $0 1 17.71% Maintained
43
Capital Research Global Investors
Capital Research Global Investors
California
$270M -$11.3M 2 0.09% Reduced
44
Capital Guardian Trust
Capital Guardian Trust
California
$266M -$5.07M 3 1.84% Reduced
45
Winslow Capital Management
Winslow Capital Management
Minnesota
$265M +$279M 1 0.82% Increased
46
Citadel Advisors
Citadel Advisors
Florida
$260M +$175M 14 0.25% Increased
47
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$252M -$35.8M 2 1.25% Reduced
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$247M +$41M 16 0.16% Increased
49
WI
WHV Investments
California
$240M -$14M 4 4.11% Reduced
50
Frontier Capital Management
Frontier Capital Management
Massachusetts
$232M -$10.7M 4 1.7% Reduced
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