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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	Dimensional Fund Advisors Austin, Texas	$3.77B	+$111M	26	0.94%	Increased
27	BAMCO Inc New York	$3.77B	-$121M	2	11.06%	Reduced
28	Citigroup New York	$3.51B	+$1.46B	31	1.8%	Increased
29	Loomis, Sayles & Company Boston, Massachusetts	$3.48B	-$119M	6	5.03%	Reduced
30	Wellington Management Group Boston, Massachusetts	$3.3B	-$179M	12	0.64%	Reduced
31	Franklin Resources San Mateo, California	$3.28B	-$368M	19	0.94%	Reduced
32	Ameriprise Minneapolis, Minnesota	$3.12B	+$468M	21	0.84%	Increased
33	Royal Bank of Canada Toronto, Ontario, Canada	$2.95B	+$391M	35	0.62%	Increased
34	Swiss National Bank Zurich, Switzerland	$2.91B	+$4.63M	24	2.05%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.89B	+$161M	7	2.04%	Increased
36	Coatue Management New York	$2.79B	-$251M	3	12.29%	Reduced
37	Raymond James Financial St Petersburg, Florida	$2.62B	-$154M	24	0.98%	Reduced
38	AllianceBernstein Nashville, Tennessee	$2.55B	+$77.7M	25	0.92%	Increased
39	Wells Fargo San Francisco, California	$2.53B	+$434M	33	0.57%	Increased
40	Jennison Associates New York	$2.49B	-$1.53B	9	1.74%	Reduced
41	HSBC Holdings London, United Kingdom	$2.47B	+$17.6M	21	1.53%	Increased
42	BNP Paribas Financial Markets Paris, France	$2.41B	+$443M	31	1.42%	Increased
43	American Century Companies Kansas City, Missouri	$2.4B	-$207M	21	1.47%	Reduced
44	Assenagon Asset Management Senningerberg, Luxembourg	$2.28B	+$699M	8	3.81%	Increased
45	Capital Research Global Investors Los Angeles, California	$2.27B	-$355M	3	0.49%	Reduced
46	National Bank of Canada Montreal, Quebec, Canada	$2.21B	+$1.95B	16	2.32%	Increased
47	Bank of Montreal Toronto, Ontario, Canada	$2.09B	-$132M	21	1.01%	Reduced
48	RhumbLine Advisers Boston, Massachusetts	$1.94B	+$18.5M	30	1.82%	Increased
49	Primecap Management Pasadena, California	$1.88B	-$158M	2	1.55%	Reduced
50	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.83B	+$67.4M	5	1.76%	Increased