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 |
Barclays
London,
United Kingdom
| $2.83B | +$443M | 30 | 1.04% | Increased |
|
| 27 |
Amundi
Paris,
France
| $2.78B | -$54.5M | 15 | 1.25% | Reduced |
|
| 28 |
Swiss National Bank
Zurich,
Switzerland
| $2.77B | -$77.5M | 21 | 2.03% | Reduced |
|
| 29 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.68B | -$35.7M | 6 | 1.98% | Reduced |
|
| 30 |
Ameriprise
Minneapolis,
Minnesota
| $2.63B | -$380M | 22 | 0.79% | Reduced |
|
| 31 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $2.59B | -$77.1M | 5 | 3.96% | Reduced |
|
| 32 |
Neuberger Berman Group
New York
| $2.56B | +$1.19B | 15 | 1.12% | Increased |
|
| 33 |
California Public Employees Retirement System
Sacramento,
California
| $2.51B | -$72.6M | 11 | 1.91% | Reduced |
|
| 34 |
AllianceBernstein
Nashville,
Tennessee
| $2.44B | -$24.1M | 25 | 0.94% | Reduced |
|
| 35 |
Franklin Resources
San Mateo,
California
| $2.31B | -$56.2M | 15 | 1.08% | Reduced |
|
| 36 |
Primecap Management
Pasadena,
California
| $2.31B | -$14.7M | 2 | 1.83% | Reduced |
|
| 37 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.28B | +$750M | 34 | 0.53% | Increased |
|
| 38 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2.2B | +$396M | 24 | 1.12% | Increased |
|
| 39 |
DZ Bank
Frankfurt Am Main,
Germany
| $2.2B | -$401M | 7 | 2.73% | Reduced |
|
| 40 |
UBS Group
Zurich,
Switzerland
| $2.07B | +$308M | 37 | 0.62% | Increased |
|
| 41 |
VOYA Investment Management
Atlanta,
Georgia
| $2B | -$22.6M | 22 | 2.06% | Reduced |
|
| 42 |
Coatue Management
New York
| $1.97B | +$50.7M | 2 | 8.25% | Increased |
|
| 43 |
American Century Companies
Kansas City,
Missouri
| $1.94B | -$98.7M | 21 | 1.33% | Reduced |
|
| 44 |
Credit Suisse
Zurich,
Switzerland
| $1.81B | -$51.5M | 23 | 1.74% | Reduced |
|
| 45 |
HSBC Holdings
London,
United Kingdom
| $1.76B | +$281M | 17 | 1.53% | Increased |
|
| 46 |
RhumbLine Advisers
Boston,
Massachusetts
| $1.73B | -$35.8M | 30 | 1.82% | Reduced |
|
| 47 |
Jane Street
New York
| $1.72B | +$761M | 30 | 0.45% | Increased |
|
| 48 |
Wells Fargo
San Francisco,
California
| $1.67B | -$31.7M | 35 | 0.44% | Reduced |
|
| 49 |
Peconic Partners
New York
| $1.62B | -$21.7M | 2 | 77.72% | Reduced |
|
| 50 |
Mirae Asset Global Investments
Seoul,
South Korea
| $1.62B | -$44.3M | 22 | 3.29% | Reduced |
|