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 |
AllianceBernstein
Nashville,
Tennessee
| $601M | -$34.9M | 13 | 0.45% | Reduced |
|
| 27 |
TIAA CREF Investment Management
New York
| $561M | +$7.44M | 17 | 0.38% | Increased |
|
| 28 |
BAMCO Inc
New York
| $546M | -$32.9K | 1 | 2.59% | Reduced |
|
| 29 |
Ameriprise
Minneapolis,
Minnesota
| $483M | +$63.7M | 13 | 0.23% | Increased |
|
| 30 |
Janus Henderson Group
London,
| $470M | +$129M | 8 | 0.3% | Increased |
|
| 31 |
Lazard Asset Management
New York
| $459M | +$8.55M | 1 | 0.83% | Increased |
|
| 32 |
Allianz Asset Management
Munich,
Germany
| $446M | -$23.6M | 7 | 0.39% | Reduced |
|
| 33 |
WC
Wexford Capital
West Palm Beach,
Florida
| $424M | +$2.58M | 2 | 36.37% | Increased |
|
| 34 |
Peconic Partners
New York
| $418M | +$9.69M | 4 | 67.43% | Increased |
|
| 35 |
Legal & General Group
London,
United Kingdom
| $411M | +$9.22M | 17 | 0.31% | Increased |
|
| 36 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $408M | -$13.3M | 23 | 0.2% | Reduced |
|
| 37 |
Charles Schwab
San Francisco,
California
| $406M | +$20.3M | 18 | 0.35% | Increased |
|
| 38 |
D.E. Shaw & Co
New York
| $389M | +$145M | 13 | 0.6% | Increased |
|
| 39 |
Victory Capital Management
San Antonio,
Texas
| $382M | -$11M | 9 | 0.86% | Reduced |
|
| 40 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $377M | +$21.7M | 14 | 0.68% | Increased |
|
| 41 |
Primecap Management
Pasadena,
California
| $372M | -$42.1M | 1 | 0.31% | Reduced |
|
| 42 |
Neuberger Berman Group
New York
| $370M | -$313K | 7 | 0.46% | Reduced |
|
| 43 |
Schroder Investment Management Group
London,
United Kingdom
| $367M | -$12.9M | 6 | 0.64% | Reduced |
|
| 44 |
New York State Common Retirement Fund
Albany,
New York
| $348M | -$226K | 16 | 0.44% | Reduced |
|
| 45 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $344M | +$264M | 10 | 0.13% | Increased |
|
| 46 |
Credit Suisse
Zurich,
Switzerland
| $344M | +$167M | 17 | 0.33% | Increased |
|
| 47 |
Swiss National Bank
Zurich,
Switzerland
| $339M | +$5.68M | 14 | 0.39% | Increased |
|
| 48 |
UBS AM
Chicago,
Illinois
| $331M | +$19.6M | 11 | 0.3% | Increased |
|
| 49 |
Royce & Associates
New York
| $329M | +$29.3M | 11 | 2.18% | Increased |
|
| 50 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $313M | -$23.2M | 2 | 0.58% | Reduced |
|