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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	Invesco Atlanta, Georgia	$2.65B	+$128M	26	0.71%	Increased
27	UBS AM Chicago, Illinois	$2.64B	+$94M	14	1.17%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$2.44B	-$289K	5	0.75%	Reduced
29	Wellington Management Group Boston, Massachusetts	$2.33B	-$675M	12	0.41%	Reduced
30	Swiss National Bank Zurich, Switzerland	$2.28B	+$79.7M	15	1.52%	Increased
31	Ameriprise Minneapolis, Minnesota	$2.02B	-$183M	20	0.67%	Reduced
32	Parametric Portfolio Associates Seattle, Washington	$1.86B	+$119M	18	1.07%	Increased
33	Allianz Asset Management Munich, Germany	$1.79B	+$134M	11	1.74%	Increased
34	Wells Fargo San Francisco, California	$1.74B	+$211M	32	0.39%	Increased
35	Credit Suisse Zurich, Switzerland	$1.7B	-$123M	17	0.87%	Reduced
36	Boston Partners Boston, Massachusetts	$1.48B	-$67.7M	7	1.98%	Reduced
37	California Public Employees Retirement System Sacramento, California	$1.44B	-$29.7M	24	1.09%	Reduced
38	Amundi Asset Management US Boston, Massachusetts	$1.42B	+$160M	9	1.08%	Increased
39	Barclays London, United Kingdom	$1.38B	+$361M	23	0.74%	Increased
40	New York State Common Retirement Fund Albany, New York	$1.25B	-$36.6M	19	1.38%	Reduced
41	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.24B	-$417M	20	0.2%	Reduced
42	HSBC Holdings London, United Kingdom	$1.24B	+$429M	16	1.46%	Increased
43	AllianceBernstein Nashville, Tennessee	$1.23B	-$168M	18	0.54%	Reduced
44	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.2B	-$186K	18	1.59%	Reduced
45	D.E. Shaw & Co New York	$1.19B	+$770M	14	1.15%	Increased
46	Victory Capital Management San Antonio, Texas	$1.18B	+$58.9M	17	1.21%	Increased
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.12B	+$119M	24	0.61%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$1.12B	-$174M	29	0.33%	Reduced
49	RhumbLine Advisers Boston, Massachusetts	$1.12B	-$49.1M	19	1.52%	Reduced
50	GGHC Gilder Gagnon Howe & Co New York	$1.09B	-$379M	5	5.86%	Reduced