← 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
51
Coatue Management
Coatue Management
New York
$1.09B -$395M 1 5.95% Reduced
52
Principal Financial Group
Principal Financial Group
Iowa
$1.08B -$44.5M 16 0.76% Reduced
53
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.07B +$262M 1 5.22% Increased
54
Franklin Resources
Franklin Resources
California
$1.05B +$87.9M 9 0.43% Increased
55
Macquarie Group
Macquarie Group
Australia
$969M -$19.7M 14 1.37% Reduced
56
Citigroup
Citigroup
New York
$883M -$542M 29 0.57% Reduced
57
Bank of Montreal
Bank of Montreal
Ontario, Canada
$864M -$611M 26 0.56% Reduced
58
VOYA Investment Management
VOYA Investment Management
Georgia
$834M +$207M 17 1.68% Increased
59
Prudential Financial
Prudential Financial
New Jersey
$801M +$129M 14 1.2% Increased
60
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$788M -$22.2M 14 1.7% Reduced
61
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$777M -$23.7M 15 1.55% Reduced
62
First Trust Advisors
First Trust Advisors
Illinois
$742M +$86.7M 20 0.9% Increased
63
APG Asset Management
APG Asset Management
Netherlands
$725M -$273M 4 1.24% Reduced
64
Raymond James & Associates
Raymond James & Associates
Florida
$721M -$38.5M 18 0.73% Reduced
65
Putnam Investments
Putnam Investments
Massachusetts
$704M -$124M 5 1.17% Reduced
66
Capital International Investors
Capital International Investors
California
$699M +$169M 2 0.18% Increased
67
Peconic Partners
Peconic Partners
New York
$691M +$25.2M 4 72.49% Increased
68
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$677M +$3.39M 17 0.59% Increased
69
Jane Street
Jane Street
New York
$673M -$1.51B 27 0.33% Reduced
70
Neuberger Berman Group
Neuberger Berman Group
New York
$656M +$74.4M 8 0.63% Increased
71
ProShare Advisors
ProShare Advisors
Maryland
$646M +$122M 14 2.03% Increased
72
National Pension Service
National Pension Service
South Korea
$631M +$29.4M 1 1.32% Increased
73
Adage Capital Partners
Adage Capital Partners
Massachusetts
$619M -$13.1M 5 1.26% Reduced
74
Renaissance Technologies
Renaissance Technologies
New York
$618M +$396M 11 0.77% Increased
75
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$618M +$123M 18 2.14% Increased