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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
UBS AM
UBS AM
Illinois
$214M -$6.88M 12 0.21% Reduced
52
Capital Guardian Trust
Capital Guardian Trust
California
$213M -$6.14M 3 1.54% Reduced
53
OppenheimerFunds
OppenheimerFunds
New York
$210M -$25.9M 3 0.24% Reduced
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M -$1.82M 3 0.46% Reduced
55
Charles Schwab
Charles Schwab
California
$202M +$7.92M 14 0.28% Increased
56
WI
WHV Investments
California
$196M -$20.2M 4 4.39% Reduced
57
BlackRock Advisors
BlackRock Advisors
Delaware
$195M -$70.6M 14 0.2% Reduced
58
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$193M -$50.1M 2 1.24% Reduced
59
GGHC
Gilder Gagnon Howe & Co
New York
$187M +$23.7M 1 2.46% Increased
60
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$186M -$11.7M 6 0.71% Reduced
61
USAA
United Services Automobile Association
Texas
$179M -$4.28M 6 0.63% Reduced
62
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$175M -$9.95M 1 6.81% Reduced
63
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$174M -$8.67M 1 0.64% Reduced
64
Prudential plc
Prudential plc
United Kingdom
$171M +$15M 1 0.65% Increased
65
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$166M +$69.6M 4 1.16% Increased
66
Guggenheim Capital
Guggenheim Capital
Illinois
$164M -$12.6M 12 0.4% Reduced
67
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$164M +$5.5M 1 3.18% Increased
68
Fidelity International
Fidelity International
Bermuda
$162M -$809K 2 0.52% Reduced
69
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$161M +$24M 6 0.66% Increased
70
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M +$2.86M 15 0.19% Increased
71
Teachers Advisors
Teachers Advisors
New York
$159M +$7.85M 15 0.3% Increased
72
AIM
Atlantic Investment Management
New York
$154M +$89.7M 1 10.69% Increased
73
Frontier Capital Management
Frontier Capital Management
Massachusetts
$154M +$1.51M 4 1.11% Increased
74
Balyasny Asset Management
Balyasny Asset Management
Illinois
$150M +$34.2M 4 0.92% Increased
75
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$149M +$12.6M 6 0.57% Increased
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