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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.65B	-$206M	2	1.71%	Reduced
27	UBS AM Chicago, Illinois	$2.61B	+$146M	14	1.22%	Increased
28	Invesco Atlanta, Georgia	$2.42B	+$522M	24	0.71%	Increased
29	Swiss National Bank Zurich, Switzerland	$2.27B	-$42.4M	15	1.61%	Reduced
30	Jane Street New York	$2.13B	+$697M	19	1.07%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$2.12B	-$83.5M	4	0.68%	Reduced
32	Ameriprise Minneapolis, Minnesota	$2.03B	+$333M	23	0.72%	Increased
33	Credit Suisse Zurich, Switzerland	$1.85B	+$500M	18	0.91%	Increased
34	Parametric Portfolio Associates Seattle, Washington	$1.75B	+$408M	18	1.09%	Increased
35	Allianz Asset Management Munich, Germany	$1.73B	-$145M	13	1.71%	Reduced
36	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.71B	+$874M	22	0.28%	Increased
37	Bank of Montreal Toronto, Ontario, Canada	$1.6B	+$450M	23	1.06%	Increased
38	Coatue Management New York	$1.52B	-$490M	1	5.68%	Reduced
39	California Public Employees Retirement System Sacramento, California	$1.5B	+$54.6M	24	1.15%	Increased
40	GGHC Gilder Gagnon Howe & Co New York	$1.49B	-$100M	4	7.4%	Reduced
41	Wells Fargo San Francisco, California	$1.45B	-$908M	30	0.35%	Reduced
42	Citigroup New York	$1.42B	-$816M	26	0.84%	Reduced
43	AllianceBernstein Nashville, Tennessee	$1.35B	+$152M	18	0.64%	Increased
44	Boston Partners Boston, Massachusetts	$1.32B	-$239M	7	2.05%	Reduced
45	New York State Common Retirement Fund Albany, New York	$1.31B	-$58.7M	19	1.46%	Reduced
46	Amundi Asset Management US Boston, Massachusetts	$1.25B	+$356M	9	1.06%	Increased
47	Royal Bank of Canada Toronto, Ontario, Canada	$1.24B	-$48.6M	28	0.36%	Reduced
48	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.23B	+$22.3M	19	1.72%	Increased
49	RhumbLine Advisers Boston, Massachusetts	$1.18B	+$283M	20	1.62%	Increased
50	Whale Rock Capital Management Boston, Massachusetts	$1.16B	-$29.8M	1	7.73%	Reduced