← 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
Artisan Partners
Artisan Partners
Wisconsin
$1.38B -$116M 7 1.99% Reduced
52
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.34B +$78.1M 21 2.91% Increased
53
DZ Bank
DZ Bank
Germany
$1.28B -$1.07B 7 1.37% Reduced
54
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.21B +$517M 20 1.06% Increased
55
Citigroup
Citigroup
New York
$1.19B +$197M 31 0.78% Increased
56
Jane Street
Jane Street
New York
$1.16B -$102M 29 0.24% Reduced
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.16B +$6.52M 26 1.46% Increased
58
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.12B -$98.7M 15 1.22% Reduced
59
Boston Partners
Boston Partners
Massachusetts
$1.11B -$25.7M 10 1.32% Reduced
60
National Pension Service
National Pension Service
South Korea
$1.11B +$230M 4 1.33% Increased
61
LGP
Leonard Green & Partners
California
$1.1B $0 1 19.98% Maintained
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.01B -$44.3M 29 1.34% Reduced
63
Citadel Advisors
Citadel Advisors
Florida
$961M +$228M 32 0.19% Increased
64
Millennium Management
Millennium Management
New York
$949M +$278M 26 0.41% Increased
65
Victory Capital Management
Victory Capital Management
Texas
$947M -$64.8M 20 0.92% Reduced
66
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$918M -$132M 29 0.16% Reduced
67
ARK Investment Management
ARK Investment Management
Florida
$910M +$269M 1 6.3% Increased
68
TD Asset Management
TD Asset Management
Ontario, Canada
$890M -$72.4M 6 0.83% Reduced
69
Platinum Equity Advisors
Platinum Equity Advisors
California
$865M $0 1 50.07% Maintained
70
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$859M +$163M 18 1.19% Increased
71
D.E. Shaw & Co
D.E. Shaw & Co
New York
$828M +$303M 21 0.71% Increased
72
Bessemer Group
Bessemer Group
New Jersey
$825M -$25M 12 1.49% Reduced
73
Fidelity International
Fidelity International
Bermuda
$812M +$43.2M 6 0.81% Increased
74
Capital Research Global Investors
Capital Research Global Investors
California
$810M -$137M 1 0.18% Reduced
75
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$798M -$40.9M 16 1.49% Reduced