← 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
Amundi
Amundi
France
$2.88B +$40.6M 13 1.41% Increased
27
Ameriprise
Ameriprise
Minnesota
$2.87B -$206M 21 0.94% Reduced
28
Swiss National Bank
Swiss National Bank
Switzerland
$2.81B -$339M 21 2.2% Reduced
29
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.67B -$127M 7 4.59% Reduced
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.67B -$106M 6 2.19% Reduced
31
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.57B +$592M 11 2.21% Increased
32
DZ Bank
DZ Bank
Germany
$2.43B +$451M 9 3.45% Increased
33
Barclays
Barclays
United Kingdom
$2.34B -$76.4M 29 1.45% Reduced
34
Primecap Management
Primecap Management
California
$2.33B -$17.3M 2 1.97% Reduced
35
AllianceBernstein
AllianceBernstein
Tennessee
$2.3B -$117M 25 0.98% Reduced
36
Franklin Resources
Franklin Resources
California
$2.25B +$14.4M 16 1.14% Increased
37
American Century Companies
American Century Companies
Missouri
$2.03B -$139M 21 1.56% Reduced
38
VOYA Investment Management
VOYA Investment Management
Georgia
$2B +$37.6M 22 2.21% Increased
39
Credit Suisse
Credit Suisse
Switzerland
$1.82B +$9.48M 22 1.85% Increased
40
Coatue Management
Coatue Management
New York
$1.82B +$269M 2 9.21% Increased
41
Deutsche Bank
Deutsche Bank
Germany
$1.75B -$198M 24 1.13% Reduced
42
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.74B +$18.7M 30 2.02% Increased
43
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B -$217M 10 0.34% Reduced
44
UBS Group
UBS Group
Switzerland
$1.67B -$78.8M 37 0.58% Reduced
45
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.6B -$81.8M 22 3.53% Reduced
46
Principal Financial Group
Principal Financial Group
Iowa
$1.6B -$30.4M 19 1.15% Reduced
47
Wells Fargo
Wells Fargo
California
$1.59B -$88.3M 34 0.47% Reduced
48
Capital Research Global Investors
Capital Research Global Investors
California
$1.52B -$131M 1 0.42% Reduced
49
HSBC Holdings
HSBC Holdings
United Kingdom
$1.45B -$126M 15 1.51% Reduced
50
Peconic Partners
Peconic Partners
New York
$1.41B -$34.7M 3 82.07% Reduced
1
2
3 4 5