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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	Boston Partners Boston, Massachusetts	$1.09B	+$45.7M	8	1.99%	Increased
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.06B	-$119M	1	0.75%	Reduced
28	Morgan Stanley New York	$1.05B	-$157M	29	0.23%	Reduced
29	Ameriprise Minneapolis, Minnesota	$1.01B	+$175M	19	0.43%	Increased
30	Invesco Atlanta, Georgia	$919M	+$47.1M	21	0.33%	Increased
31	Citigroup New York	$905M	-$148M	24	0.71%	Reduced
32	Swiss National Bank Zurich, Switzerland	$841M	+$59.6M	16	0.71%	Increased
33	UBS AM Chicago, Illinois	$839M	-$695K	14	0.51%	Reduced
34	T. Rowe Price Associates Baltimore, Maryland	$786M	+$100M	13	0.1%	Increased
35	ARK Investment Management St. Petersburg, Florida	$769M	+$93.9M	1	8.27%	Increased
36	AllianceBernstein Nashville, Tennessee	$749M	+$27M	20	0.44%	Increased
37	Credit Suisse Zurich, Switzerland	$735M	+$74.5M	19	0.53%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$695M	+$58.8M	22	0.53%	Increased
39	Whale Rock Capital Management Boston, Massachusetts	$662M	+$6.94M	1	5.28%	Increased
40	D.E. Shaw & Co New York	$602M	+$335M	19	0.72%	Increased
41	GGHC Gilder Gagnon Howe & Co New York	$564M	-$14.2M	2	4.41%	Reduced
42	Allianz Asset Management Munich, Germany	$560M	+$81.2M	9	0.65%	Increased
43	Victory Capital Management San Antonio, Texas	$555M	+$21.4M	15	0.75%	Increased
44	New York State Common Retirement Fund Albany, New York	$548M	-$11.7M	21	0.7%	Reduced
45	Barclays London, United Kingdom	$529M	+$51.3M	22	0.41%	Increased
46	Parametric Portfolio Associates Seattle, Washington	$521M	+$2.81M	17	0.4%	Increased
47	California Public Employees Retirement System Sacramento, California	$508M	+$25.3M	24	0.5%	Increased
48	Macquarie Group Sydney, NSW 2000, Australia	$503M	+$28.6M	14	0.87%	Increased
49	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$489M	-$64.9M	9	1.18%	Reduced
50	Royal Bank of Canada Toronto, Ontario, Canada	$449M	-$25.8M	26	0.18%	Reduced