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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	$5.5B	-$336M	12	0.73%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$4.83B	+$143M	18	0.28%	Increased
3	Wellington Management Group Boston, Massachusetts	$2.72B	-$116M	13	0.68%	Reduced
4	Baillie Gifford & Co Edinburgh, United Kingdom	$2.62B	-$50.2M	1	4.1%	Reduced
5	State Street Boston, Massachusetts	$2.32B	+$96.1M	19	0.23%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$2.24B	-$284M	11	0.45%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$2.04B	+$44.9M	20	0.32%	Increased
8	BlackRock Fund Advisors San Francisco, California	$1.5B	-$41.5M	20	0.31%	Reduced
9	Morgan Stanley New York	$1.17B	+$3.7M	22	0.4%	Increased
10	Dimensional Fund Advisors Austin, Texas	$1.14B	+$65.9M	18	0.62%	Increased
11	Bank of New York Mellon New York	$1.13B	-$11.9M	18	0.34%	Reduced
12	JP Morgan Chase New York	$951M	-$72.5M	16	0.23%	Reduced
13	Northern Trust Chicago, Illinois	$927M	-$21.4M	20	0.29%	Reduced
14	Jennison Associates New York	$840M	-$89.2M	4	0.91%	Reduced
15	Norges Bank Oslo, Norway	$814M	-$98.2M	11	0.38%	Reduced
16	Capital World Investors Los Angeles, California	$791M	-$95.2M	2	0.21%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$789M	-$317M	17	0.86%	Reduced
18	Massachusetts Financial Services Boston, Massachusetts	$764M	+$30.2M	3	0.37%	Increased
19	Bank of America Charlotte, North Carolina	$615M	-$2.51M	24	0.13%	Reduced
20	Geode Capital Management Boston, Massachusetts	$589M	+$14.7M	20	0.3%	Increased
21	AllianceBernstein Nashville, Tennessee	$585M	+$36.5M	12	0.49%	Increased
22	Invesco Atlanta, Georgia	$581M	-$137M	17	0.2%	Reduced
23	Goldman Sachs New York	$560M	-$266M	19	0.17%	Reduced
24	AIG American International Group New York	$538M	+$28.2M	16	2.13%	Increased
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$508M	-$82.8M	20	0.36%	Reduced