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
| $625M | +$9.13M | 14 | 0.45% | Increased |
|
| 27 |
Lazard Asset Management
New York
| $590M | +$114M | 3 | 1.01% | Increased |
|
| 28 |
TIAA CREF Investment Management
New York
| $569M | +$12.4M | 17 | 0.38% | Increased |
|
| 29 |
WC
Wexford Capital
West Palm Beach,
Florida
| $510M | +$14.5M | 3 | 43.67% | Increased |
|
| 30 |
Allianz Asset Management
Munich,
Germany
| $509M | +$71.3M | 8 | 0.4% | Increased |
|
| 31 |
BAMCO Inc
New York
| $502M | +$3.28M | 1 | 2.31% | Increased |
|
| 32 |
Janus Henderson Group
London,
| $492M | +$29.6M | 8 | 0.3% | Increased |
|
| 33 |
Victory Capital Management
San Antonio,
Texas
| $485M | +$65.8M | 9 | 1.02% | Increased |
|
| 34 |
Charles Schwab
San Francisco,
California
| $438M | +$24.5M | 18 | 0.35% | Increased |
|
| 35 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $431M | +$13.1M | 19 | 0.19% | Increased |
|
| 36 |
Neuberger Berman Group
New York
| $415M | +$22.7M | 7 | 0.48% | Increased |
|
| 37 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $406M | +$5.28M | 13 | 0.72% | Increased |
|
| 38 |
Legal & General Group
London,
United Kingdom
| $399M | -$4.59M | 17 | 0.29% | Reduced |
|
| 39 |
Credit Suisse
Zurich,
Switzerland
| $394M | +$67.4M | 14 | 0.35% | Increased |
|
| 40 |
AQR Capital Management
Greenwich,
Connecticut
| $393M | +$62.5M | 11 | 0.41% | Increased |
|
| 41 |
New York State Common Retirement Fund
Albany,
New York
| $361M | +$15.4M | 16 | 0.43% | Increased |
|
| 42 |
Royce & Associates
New York
| $349M | -$6.41M | 12 | 2.32% | Reduced |
|
| 43 |
Ameriprise
Minneapolis,
Minnesota
| $348M | -$149M | 13 | 0.16% | Reduced |
|
| 44 |
Primecap Management
Pasadena,
California
| $338M | -$1.81M | 1 | 0.26% | Reduced |
|
| 45 |
Swiss National Bank
Zurich,
Switzerland
| $334M | +$2.7M | 14 | 0.36% | Increased |
|
| 46 |
Barclays
London,
United Kingdom
| $326M | +$102M | 22 | 0.27% | Increased |
|
| 47 |
UBS AM
Chicago,
Illinois
| $326M | -$1.72M | 11 | 0.28% | Reduced |
|
| 48 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $298M | +$13.8M | 7 | 0.85% | Increased |
|
| 49 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $295M | +$322K | 2 | 0.51% | Increased |
|
| 50 |
Teachers Advisors
New York
| $286M | +$7.45M | 17 | 0.37% | Increased |
|