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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	Wellington Management Group Boston, Massachusetts	$4.91B	+$446M	13	0.89%	Increased
27	Dimensional Fund Advisors Austin, Texas	$4.63B	-$168M	27	1.07%	Reduced
28	Coatue Management New York	$4.31B	+$186M	3	12%	Increased
29	BAMCO Inc New York	$4.27B	-$351M	2	11.57%	Reduced
30	Loomis, Sayles & Company Boston, Massachusetts	$4.21B	-$47.5M	8	5.28%	Reduced
31	Citigroup New York	$4.04B	-$430M	33	1.98%	Reduced
32	Swiss National Bank Zurich, Switzerland	$4.01B	+$242M	24	2.4%	Increased
33	Ameriprise Minneapolis, Minnesota	$3.99B	-$34.5M	20	0.98%	Reduced
34	Franklin Resources San Mateo, California	$3.92B	-$274M	19	1.04%	Reduced
35	Royal Bank of Canada Toronto, Ontario, Canada	$3.79B	-$115M	35	0.68%	Reduced
36	Raymond James Financial St Petersburg, Florida	$3.78B	+$260M	37	1.3%	Increased
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.77B	+$53.2M	9	2.35%	Increased
38	AllianceBernstein Nashville, Tennessee	$3.34B	-$111M	26	1.09%	Reduced
39	Capital Research Global Investors Los Angeles, California	$3.28B	+$393M	4	0.66%	Increased
40	Wells Fargo San Francisco, California	$3.28B	-$17.4M	35	0.68%	Reduced
41	American Century Companies Kansas City, Missouri	$3.18B	+$125M	23	1.73%	Increased
42	Victory Capital Management San Antonio, Texas	$3.11B	+$1.62B	21	2.01%	Increased
43	HSBC Holdings London, United Kingdom	$2.92B	-$215M	22	1.75%	Reduced
44	DZ Bank Frankfurt Am Main, Germany	$2.79B	+$111M	8	2.79%	Increased
45	Jennison Associates New York	$2.71B	-$356M	9	1.61%	Reduced
46	Bank of Montreal Toronto, Ontario, Canada	$2.64B	+$5.17M	20	1.24%	Increased
47	RhumbLine Advisers Boston, Massachusetts	$2.5B	+$1.35M	31	2.14%	Increased
48	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.49B	+$150M	22	1.99%	Increased
49	BNP Paribas Financial Markets Paris, France	$2.46B	-$572M	33	1.41%	Reduced
50	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.44B	+$81.5M	5	2.11%	Increased