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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	Swiss National Bank Zurich, Switzerland	$2.72B	-$50.6M	20	1.86%	Reduced
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.54B	+$64.7M	8	1.9%	Increased
28	Ameriprise Minneapolis, Minnesota	$2.48B	+$226M	18	0.81%	Increased
29	Amundi Paris, France	$2.12B	-$554M	16	1.14%	Reduced
30	Loomis, Sayles & Company Boston, Massachusetts	$2.11B	+$272M	9	3.66%	Increased
31	Primecap Management Pasadena, California	$2.09B	-$29.9M	2	1.82%	Reduced
32	AllianceBernstein Nashville, Tennessee	$1.94B	+$103M	21	0.83%	Increased
33	Wellington Management Group Boston, Massachusetts	$1.94B	-$207M	12	0.38%	Reduced
34	DZ Bank Frankfurt Am Main, Germany	$1.92B	+$706M	9	3.16%	Increased
35	American Century Companies Kansas City, Missouri	$1.9B	-$174M	17	1.5%	Reduced
36	Capital Research Global Investors Los Angeles, California	$1.79B	+$172M	1	0.51%	Increased
37	Franklin Resources San Mateo, California	$1.79B	+$14.5M	13	0.9%	Increased
38	VOYA Investment Management Atlanta, Georgia	$1.73B	-$351M	21	1.86%	Reduced
39	California Public Employees Retirement System Sacramento, California	$1.68B	+$15.5M	11	1.49%	Increased
40	Barclays London, United Kingdom	$1.65B	-$724M	29	0.76%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.56B	-$119M	24	0.87%	Reduced
42	Credit Suisse Zurich, Switzerland	$1.46B	+$42.1M	22	1.47%	Increased
43	Wells Fargo San Francisco, California	$1.45B	+$820K	38	0.42%	Increased
44	UBS Group Zurich, Switzerland	$1.45B	-$47.2M	38	0.53%	Reduced
45	D.E. Shaw & Co New York	$1.43B	+$8.08M	20	1.53%	Increased
46	ClearBridge Investments New York	$1.41B	-$34.3M	9	1.34%	Reduced
47	Royal Bank of Canada Toronto, Ontario, Canada	$1.4B	-$50.3M	32	0.4%	Reduced
48	Principal Financial Group Des Moines, Iowa	$1.4B	+$37.6M	16	1%	Increased
49	Mirae Asset Global Investments Seoul, South Korea	$1.38B	+$70M	21	3.22%	Increased
50	RhumbLine Advisers Boston, Massachusetts	$1.37B	+$51.9M	23	1.69%	Increased