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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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$1.52B +$1.5B 29 3.62% New
52
Citigroup
Citigroup
New York
$1.52B +$190M 32 0.97% Increased
53
Principal Financial Group
Principal Financial Group
Iowa
$1.5B +$42.4M 16 0.89% Increased
54
Peconic Partners
Peconic Partners
New York
$1.47B +$48.7M 2 63.19% Increased
55
Neuberger Berman Group
Neuberger Berman Group
New York
$1.43B -$34.5M 14 1.18% Reduced
56
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B +$805M 11 0.24% Increased
57
Artisan Partners
Artisan Partners
Wisconsin
$1.35B +$22.6M 6 2.03% Increased
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.32B +$62.3M 25 1.62% Increased
59
National Pension Service
National Pension Service
South Korea
$1.3B +$92.7M 5 1.5% Increased
60
CET
Clean Energy Transition
United Kingdom
$1.29B +$845M 4 69.81% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.16B +$61.3M 28 1.52% Increased
62
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.14B -$24.4M 15 1.31% Reduced
63
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.11B +$163M 19 1.36% Increased
64
First Trust Advisors
First Trust Advisors
Illinois
$1.06B +$291M 22 1.08% Increased
65
ARK Investment Management
ARK Investment Management
Florida
$1.05B +$23.8M 1 9.33% Increased
66
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.04B +$96.8M 21 0.97% Increased
67
Citadel Advisors
Citadel Advisors
Florida
$1B -$2.39M 32 0.2% Reduced
68
Adage Capital Partners
Adage Capital Partners
Massachusetts
$987M +$189M 9 1.83% Increased
69
Janus Henderson Group
Janus Henderson Group
$978M +$163M 20 0.52% Increased
70
Millennium Management
Millennium Management
New York
$977M -$2.46M 28 0.45% Reduced
71
TD Asset Management
TD Asset Management
Ontario, Canada
$948M +$23.5M 7 0.88% Increased
72
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$886M +$818M 1 3.28% New
73
Victory Capital Management
Victory Capital Management
Texas
$853M -$101M 21 0.86% Reduced
74
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$825M -$19.9M 15 1.48% Reduced
75
Nordea Investment Management
Nordea Investment Management
Sweden
$812M -$29.8M 8 0.95% Reduced