← All themes

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	Geode Capital Management Boston, Massachusetts	$478M	+$19.1M	16	0.27%	Increased
27	Capital World Investors Los Angeles, California	$477M	+$11.1M	1	0.13%	Increased
28	Royce & Associates New York	$453M	-$25.9M	9	1.72%	Reduced
29	Allianz Asset Management Munich, Germany	$402M	-$119M	10	0.46%	Reduced
30	Janus Henderson Investors US Denver, Colorado	$340M	+$15.7M	6	0.28%	Increased
31	Bank of America Charlotte, North Carolina	$340M	+$14.4M	21	0.11%	Increased
32	ClearBridge Investments New York	$336M	+$2.58M	3	0.35%	Increased
33	LCS Levin Capital Strategies New York	$332M	-$5.48M	5	4.97%	Reduced
34	Capital International Investors Los Angeles, California	$295M	+$83.1M	1	0.54%	Increased
35	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$292M	+$5.41M	4	0.4%	Increased
36	AllianceBernstein Nashville, Tennessee	$292M	+$12.3M	14	0.24%	Increased
37	Boston Partners Boston, Massachusetts	$291M	+$29M	6	0.43%	Increased
38	BAMCO Inc New York	$290M	+$12M	3	1.12%	Increased
39	Credit Suisse Zurich, Switzerland	$282M	-$20.5M	16	0.28%	Reduced
40	Managed Account Advisors Jersey City, New Jersey	$279M	-$46.6M	12	0.25%	Reduced
41	Macquarie Group Sydney, NSW 2000, Australia	$277M	+$163M	8	0.54%	Increased
42	BlackRock Advisors Wilmington, Delaware	$253M	+$55.7M	16	0.26%	Increased
43	Columbia Wanger Asset Management Chicago, Illinois	$242M	+$1.24M	2	1.32%	Increased
44	Primecap Management Pasadena, California	$238M	-$1.2M	1	0.23%	Reduced
45	Capital Research Global Investors Los Angeles, California	$236M	$0	2	0.08%	Maintained
46	1832 Asset Management Toronto, Ontario, Canada	$234M	-$114M	5	0.88%	Reduced
47	Capital Guardian Trust Los Angeles, California	$221M	-$45.1M	3	1.64%	Reduced
48	WI WHV Investments San Francisco, California	$216M	-$22.9M	4	4.25%	Reduced
49	OppenheimerFunds New York	$215M	-$7.77M	3	0.24%	Reduced
50	Royal Bank of Canada Toronto, Ontario, Canada	$207M	-$31.3M	18	0.14%	Reduced