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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
TD Asset Management
TD Asset Management
Ontario, Canada
$1.33B +$43.1M 5 1.66% Increased
52
Prudential Financial
Prudential Financial
New Jersey
$1.22B +$48.7M 16 2.07% Increased
53
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.2B -$5.86M 33 0.38% Reduced
54
HSBC Holdings
HSBC Holdings
United Kingdom
$1.19B -$406M 14 1.94% Reduced
55
Citadel Advisors
Citadel Advisors
Florida
$1.17B +$710M 28 0.27% Increased
56
Victory Capital Management
Victory Capital Management
Texas
$1.14B -$42.1M 18 1.33% Reduced
57
ARK Investment Management
ARK Investment Management
Florida
$1.08B -$70M 1 7.54% Reduced
58
ClearBridge Investments
ClearBridge Investments
New York
$1.05B -$9.34M 9 1.06% Reduced
59
Boston Partners
Boston Partners
Massachusetts
$1.04B +$22.5M 6 1.53% Increased
60
Peconic Partners
Peconic Partners
New York
$989M +$26.6M 2 68.37% Increased
61
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$988M +$32.8M 10 1.47% Increased
62
National Pension Service
National Pension Service
South Korea
$984M +$72.1M 2 2.05% Increased
63
Macquarie Group
Macquarie Group
Australia
$974M -$44.7M 13 1.19% Reduced
64
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$968M +$47.4M 13 2.52% Increased
65
Coatue Management
Coatue Management
New York
$941M -$190M 1 10.92% Reduced
66
Neuberger Berman Group
Neuberger Berman Group
New York
$901M -$44.6M 12 0.94% Reduced
67
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$874M -$3.74M 14 2.24% Reduced
68
Platinum Equity Advisors
Platinum Equity Advisors
California
$866M $0 1 52.62% Maintained
69
S
Siemens
Germany
$855M +$885M 1 77% New
70
Adage Capital Partners
Adage Capital Partners
Massachusetts
$850M +$95.1M 4 2.11% Increased
71
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$826M -$26.4M 11 2.44% Reduced
72
UBS Group
UBS Group
Switzerland
$822M -$371M 38 0.36% Reduced
73
Raymond James & Associates
Raymond James & Associates
Florida
$812M +$8.3M 19 0.82% Increased
74
Eaton Vance Management
Eaton Vance Management
Massachusetts
$799M +$160M 14 1.19% Increased
75
Millennium Management
Millennium Management
New York
$785M -$26.6M 28 0.46% Reduced
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