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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
1	BNP Paribas Financial Markets Paris, France	$3.71B	+$1.09B	9	2.62%	New
2	Fidelity Investments Boston, Massachusetts	$3.45B	+$2.92B	10	0.56%	New
3	Vanguard Group Malvern, Pennsylvania	$2.94B	+$2.78B	15	0.31%	New
4	Wellington Management Group Boston, Massachusetts	$2.33B	+$2.26B	6	0.76%	New
5	T. Rowe Price Associates Baltimore, Maryland	$2.09B	+$1.85B	9	0.56%	New
6	State Street Boston, Massachusetts	$1.82B	+$1.75B	15	0.24%	New
7	BlackRock Institutional Trust San Francisco, California	$1.62B	+$1.54B	15	0.33%	New
8	Bank of New York Mellon New York	$1.1B	+$1.06B	15	0.35%	New
9	Ameriprise Minneapolis, Minnesota	$993M	+$961M	16	0.69%	New
10	Norges Bank Oslo, Norway	$908M	+$859M	9	0.56%	New
11	BlackRock Fund Advisors San Francisco, California	$896M	+$862M	17	0.33%	New
12	Northern Trust Chicago, Illinois	$876M	+$844M	17	0.32%	New
13	Capital World Investors Los Angeles, California	$795M	+$727M	2	0.26%	New
14	Morgan Stanley New York	$747M	+$595M	17	0.38%	New
15	Wells Fargo San Francisco, California	$731M	+$717M	19	0.38%	New
16	Capital Research Global Investors Los Angeles, California	$713M	+$517M	2	0.3%	New
17	Bank of America Charlotte, North Carolina	$652M	+$625M	19	0.27%	New
18	Allianz Asset Management Munich, Germany	$613M	+$546M	7	0.87%	New
19	Invesco Atlanta, Georgia	$574M	+$559M	16	0.27%	New
20	Massachusetts Financial Services Boston, Massachusetts	$559M	+$537M	2	0.38%	New
21	American Century Companies Kansas City, Missouri	$558M	+$512M	7	0.74%	New
22	Royce & Associates New York	$545M	+$545M	9	1.68%	New
23	Neuberger Berman Group New York	$502M	+$502M	5	0.6%	New
24	Dimensional Fund Advisors Austin, Texas	$487M	+$477M	15	0.46%	New
25	AllianceBernstein Nashville, Tennessee	$480M	+$464M	15	0.51%	New