← All themes

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
UBS AM
UBS AM
Illinois
$3.22B $0 22 1.56% Maintained
27
Ameriprise
Ameriprise
Minnesota
$3.14B +$86.8M 20 0.98% Increased
28
Jane Street
Jane Street
New York
$3.13B +$1.32B 30 1.05% Increased
29
Amundi
Amundi
France
$3.08B +$22.5M 14 1.56% Increased
30
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.94B +$226M 9 4.73% Increased
31
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.87B -$243M 10 2.23% Reduced
32
Barclays
Barclays
United Kingdom
$2.51B +$345M 30 1.59% Increased
33
AllianceBernstein
AllianceBernstein
Tennessee
$2.49B +$109M 25 1.02% Increased
34
Primecap Management
Primecap Management
California
$2.45B -$136M 2 2.05% Reduced
35
Franklin Resources
Franklin Resources
California
$2.27B +$60.6M 16 1.08% Increased
36
American Century Companies
American Century Companies
Missouri
$2.23B -$134M 19 1.68% Reduced
37
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.08B -$10.4M 11 1.79% Reduced
38
VOYA Investment Management
VOYA Investment Management
Georgia
$2.06B -$88M 23 2.13% Reduced
39
Deutsche Bank
Deutsche Bank
Germany
$2.02B +$55M 25 1.07% Increased
40
DZ Bank
DZ Bank
Germany
$1.98B -$257M 10 2.97% Reduced
41
Wellington Management Group
Wellington Management Group
Massachusetts
$1.91B -$348M 12 0.36% Reduced
42
Credit Suisse
Credit Suisse
Switzerland
$1.89B +$66.7M 22 1.87% Increased
43
UBS Group
UBS Group
Switzerland
$1.81B +$18.1M 35 0.61% Increased
44
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.8B +$71.8M 30 2.01% Increased
45
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.77B +$55.5M 21 3.79% Increased
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.74B +$28.7M 33 0.46% Increased
47
Capital Research Global Investors
Capital Research Global Investors
California
$1.73B -$402M 1 0.46% Reduced
48
Principal Financial Group
Principal Financial Group
Iowa
$1.73B +$3.08M 18 1.18% Increased
49
Wells Fargo
Wells Fargo
California
$1.68B -$67.1M 35 0.46% Reduced
50
HSBC Holdings
HSBC Holdings
United Kingdom
$1.65B +$263M 13 1.68% Increased