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 |
Franklin Resources
San Mateo,
California
| $2.55B | +$272M | 15 | 0.81% | Increased |
|
| 27 |
Barclays
London,
United Kingdom
| $2.5B | +$255M | 29 | 0.87% | Increased |
|
| 28 |
UBS Group
Zurich,
Switzerland
| $2.46B | +$636M | 38 | 0.61% | Increased |
|
| 29 |
AllianceBernstein
Nashville,
Tennessee
| $2.38B | -$252M | 24 | 0.84% | Reduced |
|
| 30 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.34B | +$183M | 6 | 1.6% | Increased |
|
| 31 |
Ameriprise
Minneapolis,
Minnesota
| $2.33B | -$320M | 20 | 0.64% | Reduced |
|
| 32 |
Swiss National Bank
Zurich,
Switzerland
| $2.16B | -$92.5M | 20 | 1.51% | Reduced |
|
| 33 |
Amundi
Paris,
France
| $2.14B | -$76M | 13 | 0.92% | Reduced |
|
| 34 |
Jennison Associates
New York
| $2.12B | -$889M | 8 | 1.42% | Reduced |
|
| 35 |
California Public Employees Retirement System
Sacramento,
California
| $2.06B | +$124M | 11 | 1.45% | Increased |
|
| 36 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.96B | +$120M | 24 | 0.91% | Increased |
|
| 37 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.86B | -$277M | 36 | 0.43% | Reduced |
|
| 38 |
Coatue Management
New York
| $1.8B | -$205M | 3 | 7.05% | Reduced |
|
| 39 |
Wells Fargo
San Francisco,
California
| $1.78B | -$15.8M | 35 | 0.43% | Reduced |
|
| 40 |
Primecap Management
Pasadena,
California
| $1.65B | -$7.13M | 2 | 1.23% | Reduced |
|
| 41 |
HSBC Holdings
London,
United Kingdom
| $1.65B | +$311M | 21 | 1.12% | Increased |
|
| 42 |
Raymond James & Associates
St Petersburg,
Florida
| $1.57B | +$27.6M | 18 | 1.07% | Increased |
|
| 43 |
VOYA Investment Management
Atlanta,
Georgia
| $1.57B | -$34.9M | 22 | 1.54% | Reduced |
|
| 44 |
American Century Companies
Kansas City,
Missouri
| $1.56B | +$38.2M | 20 | 0.98% | Increased |
|
| 45 |
ClearBridge Investments
New York
| $1.49B | -$148M | 9 | 1.18% | Reduced |
|
| 46 |
Credit Suisse
Zurich,
Switzerland
| $1.46B | -$61.7M | 22 | 1.4% | Reduced |
|
| 47 |
Peconic Partners
New York
| $1.45B | -$411M | 1 | 64.59% | Reduced |
|
| 48 |
RhumbLine Advisers
Boston,
Massachusetts
| $1.45B | +$11.9M | 30 | 1.39% | Increased |
|
| 49 |
Neuberger Berman Group
New York
| $1.44B | -$1.34B | 14 | 1.19% | Reduced |
|
| 50 |
Principal Financial Group
Des Moines,
Iowa
| $1.4B | -$12.9M | 18 | 0.82% | Reduced |
|