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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
Principal Financial Group
Principal Financial Group
Iowa
$1.85B +$44.3M 17 1.01% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.82B -$1.02B 12 1.27% Reduced
53
Raymond James & Associates
Raymond James & Associates
Florida
$1.8B -$35.6M 21 1.1% Reduced
54
VOYA Investment Management
VOYA Investment Management
Georgia
$1.76B -$247M 21 1.82% Reduced
55
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$1.75B -$44.3M 27 3.94% Reduced
56
Jane Street
Jane Street
New York
$1.73B -$375M 32 0.38% Reduced
57
Neuberger Berman Group
Neuberger Berman Group
New York
$1.7B +$144M 13 1.32% Increased
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.67B -$8.73M 25 1.95% Reduced
59
Peconic Partners
Peconic Partners
New York
$1.64B -$78M 1 68.59% Reduced
60
Marshall Wace
Marshall Wace
United Kingdom
$1.55B +$533M 20 1.89% Increased
61
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.53B +$93.6M 20 1.64% Increased
62
Artisan Partners
Artisan Partners
Wisconsin
$1.42B -$105M 6 2.11% Reduced
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.37B -$73.6M 25 1.85% Reduced
64
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.29B -$49M 15 1.42% Reduced
65
Janus Henderson Group
Janus Henderson Group
$1.27B +$222M 21 0.65% Increased
66
Millennium Management
Millennium Management
New York
$1.26B +$115M 29 0.6% Increased
67
ARK Investment Management
ARK Investment Management
Florida
$1.2B -$165M 1 10.98% Reduced
68
Citadel Advisors
Citadel Advisors
Florida
$1.19B +$25.6M 29 0.23% Increased
69
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.14B -$70.8M 8 2.01% Reduced
70
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12B +$109M 32 0.2% Increased
71
Nomura Holdings
Nomura Holdings
Japan
$1.09B +$874M 6 2.51% Increased
72
TD Asset Management
TD Asset Management
Ontario, Canada
$1.07B -$15.7M 8 0.94% Reduced
73
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.06B -$190M 1 3.95% Reduced
74
First Trust Advisors
First Trust Advisors
Illinois
$1.04B -$171M 21 0.99% Reduced
75
LPL Financial
LPL Financial
California
$1.01B +$29.8M 28 0.45% Increased