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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	$5.83B	+$840M	12	0.8%	Increased
2	Vanguard Group Malvern, Pennsylvania	$4.36B	+$196M	18	0.27%	Increased
3	Baillie Gifford & Co Edinburgh, United Kingdom	$2.77B	+$259M	1	4.95%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$2.59B	+$590M	10	0.55%	Increased
5	Wellington Management Group Boston, Massachusetts	$2.57B	-$137M	10	0.66%	Reduced
6	State Street Boston, Massachusetts	$2.07B	+$20.1M	19	0.22%	Increased
7	BlackRock Institutional Trust San Francisco, California	$1.88B	+$70.1M	20	0.31%	Increased
8	BlackRock Fund Advisors San Francisco, California	$1.41B	+$67.7M	20	0.31%	Increased
9	Morgan Stanley New York	$1.17B	+$66.6M	23	0.42%	Increased
10	Bank of Montreal Toronto, Ontario, Canada	$1.11B	+$115M	16	1.27%	Increased
11	Bank of New York Mellon New York	$1.07B	-$14M	19	0.33%	Reduced
12	JP Morgan Chase New York	$979M	-$160M	16	0.24%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$932M	+$81.6M	17	0.54%	Increased
14	Jennison Associates New York	$912M	-$165M	4	1%	Reduced
15	Capital World Investors Los Angeles, California	$894M	-$48.7M	2	0.24%	Reduced
16	Norges Bank Oslo, Norway	$879M	+$80.8M	12	0.42%	Increased
17	Northern Trust Chicago, Illinois	$871M	-$2.04M	20	0.28%	Reduced
18	Goldman Sachs New York	$778M	-$298M	18	0.25%	Reduced
19	Invesco Atlanta, Georgia	$682M	+$18.4M	17	0.25%	Increased
20	Massachusetts Financial Services Boston, Massachusetts	$663M	+$9.24M	2	0.33%	Increased
21	Bank of America Charlotte, North Carolina	$572M	-$31.4M	22	0.13%	Reduced
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$563M	+$121M	20	0.4%	Increased
23	Geode Capital Management Boston, Massachusetts	$537M	+$20.4M	20	0.29%	Increased
24	AllianceBernstein Nashville, Tennessee	$489M	+$50.3M	11	0.42%	Increased
25	AIG American International Group New York	$464M	+$18M	16	1.95%	Increased