← 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
Deutsche Bank
Deutsche Bank
Germany
$5.73B +$200M 30 1.89% Increased
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.44B -$336M 44 0.95% Reduced
28
Barclays
Barclays
United Kingdom
$5.19B -$1.16B 34 1.25% Reduced
29
First Trust Advisors
First Trust Advisors
Illinois
$4.96B +$883M 24 3.54% Increased
30
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.96B -$304M 10 1.67% Reduced
31
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4.92B -$20.4M 9 6.62% Reduced
32
Raymond James Financial
Raymond James Financial
Florida
$4.8B +$188M 28 1.48% Increased
33
BAMCO Inc
BAMCO Inc
New York
$4.75B +$157M 3 14.34% Increased
34
Jennison Associates
Jennison Associates
New York
$4.73B +$25.9M 10 3.25% Increased
35
Swiss National Bank
Swiss National Bank
Switzerland
$4.72B +$314M 25 2.71% Increased
36
Wells Fargo
Wells Fargo
California
$4.24B -$228M 39 0.8% Reduced
37
Coatue Management
Coatue Management
New York
$4.15B -$1.29B 4 14.29% Reduced
38
Ameriprise
Ameriprise
Minnesota
$4.1B -$8.63M 24 0.95% Reduced
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$4.05B -$154M 7 2.62% Reduced
40
HSBC Holdings
HSBC Holdings
United Kingdom
$4.03B +$66.2M 24 2.1% Increased
41
Janus Henderson Group
Janus Henderson Group
$4.02B +$1.45B 26 1.92% Increased
42
American Century Companies
American Century Companies
Missouri
$3.96B +$145M 24 2.04% Increased
43
Peconic Partners
Peconic Partners
New York
$3.9B +$536M 2 67.48% Increased
44
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.73B -$335M 33 1.81% Reduced
45
AllianceBernstein
AllianceBernstein
Tennessee
$3.64B +$276M 27 1.18% Increased
46
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$3.57B +$273M 23 2.4% Increased
47
Victory Capital Management
Victory Capital Management
Texas
$3.41B -$1.12B 24 2.19% Reduced
48
Citigroup
Citigroup
New York
$3.4B -$330M 37 1.45% Reduced
49
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$3.39B +$3.57B 34 1.82% New
50
Capital Research Global Investors
Capital Research Global Investors
California
$3.36B +$247M 4 0.52% Increased