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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	Fidelity Investments Boston, Massachusetts	$4.54B	-$235M	10	0.7%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.43B	+$51M	15	0.34%	Increased
3	Wellington Management Group Boston, Massachusetts	$2.5B	+$29.2M	7	0.78%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$2.34B	-$399M	10	0.58%	Reduced
5	State Street Boston, Massachusetts	$2.12B	+$118M	15	0.26%	Increased
6	BlackRock Institutional Trust San Francisco, California	$1.84B	-$14M	15	0.36%	Reduced
7	Ameriprise Minneapolis, Minnesota	$1.33B	+$197M	16	0.87%	Increased
8	BNP Paribas Financial Markets Paris, France	$1.25B	-$2.61B	9	0.91%	Reduced
9	Bank of New York Mellon New York	$1.22B	+$28.3M	15	0.36%	Increased
10	BlackRock Fund Advisors San Francisco, California	$1.06B	+$53.7M	16	0.36%	Increased
11	Morgan Stanley New York	$1.03B	-$102M	17	0.49%	Reduced
12	Northern Trust Chicago, Illinois	$984M	+$21.3M	17	0.35%	Increased
13	Invesco Atlanta, Georgia	$956M	+$260M	17	0.42%	Increased
14	Norges Bank Oslo, Norway	$947M	-$60.2M	9	0.55%	Reduced
15	Capital Research Global Investors Los Angeles, California	$858M	-$288M	2	0.34%	Reduced
16	Baillie Gifford & Co Edinburgh, United Kingdom	$843M	+$296M	2	2.13%	Increased
17	Wells Fargo San Francisco, California	$765M	-$24.8M	20	0.36%	Reduced
18	Allianz Asset Management Munich, Germany	$743M	-$42.7M	8	0.98%	Reduced
19	JP Morgan Chase New York	$695M	+$241M	16	0.21%	Increased
20	American Century Companies Kansas City, Missouri	$689M	+$3.84M	7	0.86%	Increased
21	Bank of America Charlotte, North Carolina	$680M	-$16.7M	19	0.27%	Reduced
22	Massachusetts Financial Services Boston, Massachusetts	$626M	+$36M	3	0.39%	Increased
23	Capital World Investors Los Angeles, California	$590M	-$312M	2	0.18%	Reduced
24	Dimensional Fund Advisors Austin, Texas	$589M	+$44.9M	15	0.51%	Increased
25	Royce & Associates New York	$573M	-$29.4M	9	1.7%	Reduced