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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	BAMCO Inc New York	$4B	-$134M	2	10.62%	Reduced
27	Baillie Gifford & Co Edinburgh, United Kingdom	$3.78B	-$388M	3	2.83%	Reduced
28	DZ Bank Frankfurt Am Main, Germany	$3.75B	+$362M	8	3.68%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.73B	+$714M	26	1.52%	Increased
30	UBS Group Zurich, Switzerland	$3.46B	-$440M	39	0.75%	Reduced
31	Franklin Resources San Mateo, California	$3.45B	+$266M	17	0.97%	Increased
32	Capital International Investors Los Angeles, California	$3.32B	+$1.76B	3	0.64%	Increased
33	Coatue Management New York	$3.17B	+$367M	4	11.77%	Increased
34	Swiss National Bank Zurich, Switzerland	$3.14B	+$11.8M	22	2.04%	Increased
35	Capital Research Global Investors Los Angeles, California	$3.11B	-$97.4M	2	0.65%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.02B	-$89M	7	2.09%	Reduced
37	Ameriprise Minneapolis, Minnesota	$3.01B	+$372M	21	0.77%	Increased
38	AllianceBernstein Nashville, Tennessee	$2.71B	-$54.8M	24	0.91%	Reduced
39	American Century Companies Kansas City, Missouri	$2.55B	+$203M	19	1.48%	Increased
40	Royal Bank of Canada Toronto, Ontario, Canada	$2.5B	+$47.9M	33	0.51%	Increased
41	Citigroup New York	$2.47B	+$439M	31	1.43%	Increased
42	Wells Fargo San Francisco, California	$2.45B	+$127M	31	0.55%	Increased
43	Wellington Management Group Boston, Massachusetts	$2.43B	+$566M	12	0.43%	Increased
44	HSBC Holdings London, United Kingdom	$2.37B	-$214M	20	1.38%	Reduced
45	Primecap Management Pasadena, California	$2.34B	-$23.8M	2	1.72%	Reduced
46	BNP Paribas Financial Markets Paris, France	$2.23B	-$44.9M	24	1.5%	Reduced
47	Bank of Montreal Toronto, Ontario, Canada	$2.21B	-$613M	21	0.97%	Reduced
48	RhumbLine Advisers Boston, Massachusetts	$2.02B	-$36.5M	31	1.82%	Reduced
49	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.87B	+$185M	5	1.81%	Increased
50	ClearBridge Investments New York	$1.86B	+$89M	11	1.47%	Increased