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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	$4.5B	+$616M	12	0.58%	Increased
2	Vanguard Group Malvern, Pennsylvania	$4.13B	+$116M	17	0.28%	Increased
3	Wellington Management Group Boston, Massachusetts	$2.92B	-$90.1M	6	0.75%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$2.33B	-$271M	9	0.48%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$2B	+$99.2M	1	3.6%	Increased
6	State Street Boston, Massachusetts	$1.92B	-$323M	14	0.21%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$1.92B	-$84.2M	18	0.31%	Reduced
8	Morgan Stanley New York	$1.74B	-$73.6M	23	0.6%	Reduced
9	Jennison Associates New York	$1.6B	+$18.3M	4	1.47%	Increased
10	JP Morgan Chase New York	$1.31B	-$162M	10	0.31%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$1.19B	-$72.9M	17	0.28%	Reduced
12	Northern Trust Chicago, Illinois	$1.13B	-$11.9M	18	0.34%	Reduced
13	Bank of New York Mellon New York	$1.03B	+$8.34M	17	0.28%	Increased
14	Norges Bank Oslo, Norway	$1.02B	+$30.9M	13	0.51%	Increased
15	Invesco Atlanta, Georgia	$1B	-$110M	17	0.39%	Reduced
16	Ameriprise Minneapolis, Minnesota	$961M	+$17.8M	12	0.55%	Increased
17	Capital World Investors Los Angeles, California	$734M	+$48.7M	1	0.2%	Increased
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$702M	+$112M	21	0.45%	Increased
19	Dimensional Fund Advisors Austin, Texas	$698M	+$39.4M	16	0.43%	Increased
20	TIAA CREF Investment Management New York	$641M	-$148M	15	0.45%	Reduced
21	Goldman Sachs New York	$615M	-$204M	15	0.19%	Reduced
22	Massachusetts Financial Services Boston, Massachusetts	$586M	-$38M	2	0.3%	Reduced
23	Allianz Asset Management Munich, Germany	$577M	+$142M	8	0.61%	Increased
24	BlackRock Group London, United Kingdom	$577M	-$22.8M	12	0.31%	Reduced
25	Wells Fargo San Francisco, California	$531M	+$12.4M	20	0.2%	Increased