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
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 26 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $7.53B | +$678M | 31 | 2.19% | Increased |
|
| 27 |
Franklin Resources
San Mateo,
California
| $7.39B | +$71.6M | 25 | 1.6% | Increased |
|
| 28 |
Dimensional Fund Advisors
Austin,
Texas
| $7.19B | -$376M | 27 | 1.3% | Reduced |
|
| 29 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6.7B | +$59.6M | 43 | 1% | Increased |
|
| 30 |
Coatue Management
New York
| $6.51B | +$985M | 5 | 13.38% | Increased |
|
| 31 |
HSBC Holdings
London,
United Kingdom
| $6.24B | +$1.43B | 25 | 2.6% | Increased |
|
| 32 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.13B | -$37.7M | 11 | 1.95% | Reduced |
|
| 33 |
Barclays
London,
United Kingdom
| $6.13B | +$50.5M | 38 | 1.18% | Increased |
|
| 34 |
Raymond James Financial
St Petersburg,
Florida
| $5.97B | +$68M | 31 | 1.62% | Increased |
|
| 35 |
BAMCO Inc
New York
| $5.72B | +$201M | 4 | 8.59% | Increased |
|
| 36 |
Citigroup
New York
| $5.68B | +$1.47B | 34 | 1.88% | Increased |
|
| 37 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $5.63B | -$15.2M | 10 | 7.05% | Reduced |
|
| 38 |
Wells Fargo
San Francisco,
California
| $5.57B | +$403M | 40 | 0.9% | Increased |
|
| 39 |
BNP Paribas Financial Markets
Paris,
France
| $5.51B | +$1.04B | 35 | 1.91% | Increased |
|
| 40 |
Jupiter Topco
New York
| $5.48B | +$4.91B | 28 | 2.23% | New |
|
| 41 |
Swiss National Bank
Zurich,
Switzerland
| $5.4B | -$175M | 27 | 2.82% | Reduced |
|
| 42 |
SG Americas Securities
New York
| $5.39B | +$4.02B | 26 | 3.02% | Increased |
|
| 43 |
Jennison Associates
New York
| $5.21B | -$326M | 13 | 3.12% | Reduced |
|
| 44 |
Ameriprise
Minneapolis,
Minnesota
| $5.08B | +$93.9M | 25 | 1.03% | Increased |
|
| 45 |
Peconic Partners
New York
| $4.93B | -$158M | 2 | 61.28% | Reduced |
|
| 46 |
American Century Companies
Kansas City,
Missouri
| $4.9B | +$211M | 24 | 2.17% | Increased |
|
| 47 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $4.83B | +$57.4M | 9 | 2.76% | Increased |
|
| 48 |
Fisher Asset Management
Camas,
Washington
| $4.82B | +$3.59B | 9 | 1.43% | Increased |
|
| 49 |
AllianceBernstein
Nashville,
Tennessee
| $4.66B | +$1.03B | 30 | 1.54% | Increased |
|
| 50 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $4.57B | +$339M | 25 | 2.54% | Increased |
|