← 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	Baillie Gifford & Co Edinburgh, United Kingdom	$3.29B	-$634M	5	2.56%	Reduced
27	UBS Group Zurich, Switzerland	$3.19B	+$549M	40	0.79%	Increased
28	BAMCO Inc New York	$3.15B	-$298M	2	9.03%	Reduced
29	Barclays London, United Kingdom	$3.06B	+$307M	31	0.94%	Increased
30	Franklin Resources San Mateo, California	$2.72B	+$46.8M	16	0.84%	Increased
31	DZ Bank Frankfurt Am Main, Germany	$2.6B	+$1.25B	9	2.66%	Increased
32	Swiss National Bank Zurich, Switzerland	$2.46B	+$108M	20	1.69%	Increased
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.45B	-$89.4M	6	1.81%	Reduced
34	Capital Research Global Investors Los Angeles, California	$2.41B	+$1.34B	2	0.53%	Increased
35	AllianceBernstein Nashville, Tennessee	$2.38B	-$113M	24	0.83%	Reduced
36	California Public Employees Retirement System Sacramento, California	$2.32B	+$49.7M	12	1.7%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.31B	+$204M	24	1.04%	Increased
38	Coatue Management New York	$2.27B	+$389M	4	8.83%	Increased
39	Ameriprise Minneapolis, Minnesota	$2.17B	-$274M	20	0.59%	Reduced
40	Royal Bank of Canada Toronto, Ontario, Canada	$2.02B	+$69.4M	36	0.46%	Increased
41	HSBC Holdings London, United Kingdom	$2.02B	+$203M	23	1.24%	Increased
42	Wells Fargo San Francisco, California	$2B	+$157M	32	0.49%	Increased
43	Primecap Management Pasadena, California	$1.81B	-$37.7M	2	1.31%	Reduced
44	American Century Companies Kansas City, Missouri	$1.81B	+$116M	18	1.11%	Increased
45	BNP Paribas Financial Markets Paris, France	$1.76B	+$384M	23	1.43%	Increased
46	Jane Street New York	$1.67B	+$364M	34	0.38%	Increased
47	Raymond James & Associates St Petersburg, Florida	$1.65B	+$48.5M	20	1.08%	Increased
48	RhumbLine Advisers Boston, Massachusetts	$1.64B	+$68.2M	32	1.54%	Increased
49	VOYA Investment Management Atlanta, Georgia	$1.61B	-$91.3M	22	1.59%	Reduced
50	ClearBridge Investments New York	$1.58B	+$55.2M	12	1.28%	Increased