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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Allianz Asset Management
Allianz Asset Management
Germany
$476M +$36.2M 10 0.46% Increased
27
BlackRock Group
BlackRock Group
United Kingdom
$476M -$13.6M 15 0.24% Reduced
28
Ameriprise
Ameriprise
Minnesota
$449M -$17.1M 14 0.25% Reduced
29
Boston Partners
Boston Partners
Massachusetts
$447M -$7.52M 7 0.62% Reduced
30
Wells Fargo
Wells Fargo
California
$440M +$6.85M 22 0.16% Increased
31
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$421M +$8.88K 1 6.88% Increased
32
Neuberger Berman Group
Neuberger Berman Group
New York
$394M -$10.6M 8 0.54% Reduced
33
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$361M -$92M 17 0.23% Reduced
34
Lazard Asset Management
Lazard Asset Management
New York
$348M +$13.7M 1 0.69% Increased
35
Macquarie Group
Macquarie Group
Australia
$344M -$25.9M 8 0.66% Reduced
36
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$344M -$3.09M 4 0.52% Reduced
37
American Century Companies
American Century Companies
Missouri
$331M -$3.69M 7 0.36% Reduced
38
BAMCO Inc
BAMCO Inc
New York
$317M +$24M 1 1.68% Increased
39
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$312M +$148M 8 0.58% Increased
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$310M +$7.79M 21 0.17% Increased
41
UBS Group
UBS Group
Switzerland
$305M +$20.3M 23 0.18% Increased
42
Bessemer Group
Bessemer Group
New Jersey
$300M -$67.5M 10 1.51% Reduced
43
Royce & Associates
Royce & Associates
New York
$291M -$66M 10 1.92% Reduced
44
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$284M +$10.7M 7 0.24% Increased
45
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$283M +$49.4M 9 0.92% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$283M +$4.53M 16 0.41% Increased
47
Charles Schwab
Charles Schwab
California
$263M +$16.2M 16 0.31% Increased
48
Victory Capital Management
Victory Capital Management
Texas
$245M +$64.5M 8 0.69% Increased
49
Capital International Investors
Capital International Investors
California
$245M +$838K 1 0.36% Increased
50
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$242M +$7.82M 2 0.5% Increased