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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
51
AQR Capital Management
AQR Capital Management
Connecticut
$4.53B +$397M 29 1.58% Increased
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.42B +$748M 15 2.45% Increased
53
Victory Capital Management
Victory Capital Management
Texas
$4.42B +$184M 25 2.48% Increased
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.14B +$291M 25 1.36% Increased
55
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$3.95B -$48M 34 1.84% Reduced
56
Capital Research Global Investors
Capital Research Global Investors
California
$3.84B +$8.68M 5 0.54% Increased
57
National Pension Service
National Pension Service
South Korea
$3.84B +$100M 5 2.47% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.69B +$158M 12 2.08% Increased
59
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.64B +$205M 28 4.34% Increased
60
Vanguard Asset Management
Vanguard Asset Management
$3.62B +$425M 28 2.45% Increased
61
LPL Financial
LPL Financial
California
$3.5B +$329M 34 0.79% Increased
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.49B -$13.3M 33 2.63% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$3.35B -$142M 22 1.65% Reduced
64
Capital International Investors
Capital International Investors
California
$3.15B -$1.04B 5 0.65% Reduced
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.91B +$4.43M 29 2.68% Increased
66
Neuberger Berman Group
Neuberger Berman Group
New York
$2.91B -$257M 21 1.93% Reduced
67
American Securities
American Securities
New York
$2.82B -$321M 1 75.21% Reduced
68
VOYA Investment Management
VOYA Investment Management
Georgia
$2.76B +$215M 26 2.38% Increased
69
Aberdeen Group
Aberdeen Group
United Kingdom
$2.69B +$285M 7 3.78% Increased
70
Primecap Management
Primecap Management
California
$2.66B -$8.94M 2 1.58% Reduced
71
DZ Bank
DZ Bank
Germany
$2.6B -$443M 10 2% Reduced
72
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.57B -$26.7M 28 1.22% Reduced
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.53B +$115M 28 0.6% Increased
74
Federated Hermes
Federated Hermes
Pennsylvania
$2.52B +$265M 21 3.62% Increased
75
ClearBridge Investments
ClearBridge Investments
New York
$2.25B +$7.94M 11 1.86% Increased
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