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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	Credit Suisse Zurich, Switzerland	$282M	+$79.4M	18	0.25%	Increased
52	Principal Financial Group Des Moines, Iowa	$279M	+$11.3M	14	0.25%	Increased
53	Swiss National Bank Zurich, Switzerland	$270M	-$6.43M	17	0.29%	Reduced
54	Royce & Associates New York	$269M	-$26.5M	13	2.43%	Reduced
55	SSM Sound Shore Management Greenwich, Connecticut	$262M	-$3.7M	2	5.08%	Reduced
56	ARK Investment Management St. Petersburg, Florida	$260M	+$95.6M	1	6.55%	Increased
57	VOYA Investment Management Atlanta, Georgia	$258M	+$11.3M	13	0.55%	Increased
58	Fisher Asset Management Camas, Washington	$248M	+$7.75M	4	0.27%	Increased
59	First Trust Advisors Wheaton, Illinois	$243M	+$15.5M	20	0.46%	Increased
60	Lord, Abbett & Co Jersey City, New Jersey	$236M	-$99.5M	6	0.77%	Reduced
61	Impax Asset Management Group London, United Kingdom	$226M	+$24.6M	5	2.93%	Increased
62	D.E. Shaw & Co New York	$225M	-$14.7M	15	0.28%	Reduced
63	Renaissance Technologies New York	$224M	-$117M	18	0.2%	Reduced
64	UBS Group Zurich, Switzerland	$223M	+$16.6M	26	0.09%	Increased
65	Pictet Asset Management (UK) London, United Kingdom	$215M	-$26.5M	6	0.46%	Reduced
66	Citigroup New York	$209M	+$65.1M	22	0.17%	Increased
67	BHG Blue Harbour Group Greenwich, Connecticut	$202M	$0	1	11.85%	Maintained
68	Bank of Montreal Toronto, Ontario, Canada	$195M	+$54.2M	24	0.16%	Increased
69	SG Americas Securities New York	$194M	+$113M	14	1.34%	Increased
70	Janus Henderson Group London,	$193M	+$25.3M	7	0.11%	Increased
71	Barclays London, United Kingdom	$193M	+$44.4M	22	0.12%	Increased
72	Epoch Investment Partners New York	$189M	-$15.6M	1	0.85%	Reduced
73	California Public Employees Retirement System Sacramento, California	$188M	-$34.5M	23	0.22%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$181M	-$1.23M	19	0.34%	Reduced
75	Commerzbank Aktiengesellschaft Frankfurt, Germany	$180M	+$80.7M	4	1.43%	Increased