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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	Capital Research Global Investors Los Angeles, California	$939M	+$228M	1	0.28%	Increased
52	Platinum Equity Advisors Beverly Hills, California	$939M	$0	1	48.4%	Maintained
53	Mirae Asset Global Investments Seoul, South Korea	$932M	+$42.9M	20	2.42%	Increased
54	Macquarie Group Sydney, NSW 2000, Australia	$898M	-$107M	13	1.06%	Reduced
55	RhumbLine Advisers Boston, Massachusetts	$882M	+$45.7M	23	1.19%	Increased
56	D.E. Shaw & Co New York	$877M	+$787M	21	0.97%	Increased
57	HSBC Holdings London, United Kingdom	$874M	+$403M	16	1%	Increased
58	New York State Common Retirement Fund Albany, New York	$813M	-$3.06M	23	1.11%	Reduced
59	Victory Capital Management San Antonio, Texas	$808M	-$81.7M	19	0.93%	Reduced
60	LGP Leonard Green & Partners Los Angeles, California	$802M	$0	1	15.06%	Maintained
61	Jane Street New York	$799M	+$4.96M	30	0.37%	Increased
62	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$795M	+$82.3M	13	1.15%	Increased
63	Raymond James & Associates St Petersburg, Florida	$789M	+$12.6M	17	0.72%	Increased
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$770M	+$29.4M	23	1.21%	Increased
65	Fisher Asset Management Camas, Washington	$703M	+$57.2M	6	0.48%	Increased
66	Millennium Management New York	$698M	+$131M	24	0.39%	Increased
67	S Siemens Munich, Germany	$682M	-$297M	1	73.47%	Reduced
68	Prudential Financial Newark, New Jersey	$678M	+$5M	16	1.14%	Increased
69	Capital International Investors Los Angeles, California	$671M	-$42.9M	2	0.18%	Reduced
70	First Trust Advisors Wheaton, Illinois	$651M	+$16.2M	22	0.77%	Increased
71	DekaBank Deutsche Girozentrale Frankfurt, Germany	$601M	+$64.8M	12	1.59%	Increased
72	Citigroup New York	$586M	+$295M	29	0.47%	Increased
73	Schroder Investment Management Group London, United Kingdom	$571M	+$111M	16	0.91%	Increased
74	ARK Investment Management St. Petersburg, Florida	$570M	+$103M	1	4.94%	Increased
75	Fidelity International Hamilton, Bermuda	$568M	-$10.3M	3	0.68%	Reduced