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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.81B +$247M 22 1.67% Increased
52
DZ Bank
DZ Bank
Germany
$1.75B -$2.9B 9 1.96% Reduced
53
ClearBridge Investments
ClearBridge Investments
New York
$1.72B +$210M 8 1.5% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.66B -$58.3M 12 1.16% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$1.66B -$106M 17 0.93% Reduced
56
Marshall Wace
Marshall Wace
United Kingdom
$1.66B +$595M 19 2.1% Increased
57
Neuberger Berman Group
Neuberger Berman Group
New York
$1.6B +$73M 15 1.34% Increased
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.58B -$3.79M 27 1.95% Reduced
59
Jane Street
Jane Street
New York
$1.47B +$463M 31 0.37% Increased
60
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$1.45B -$151M 28 3.08% Reduced
61
Janus Henderson Group
Janus Henderson Group
$1.43B +$154M 22 0.79% Increased
62
Capstone Investment Advisors
Capstone Investment Advisors
New York
$1.43B +$1.81B 7 3.78% Increased
63
Aberdeen Group
Aberdeen Group
United Kingdom
$1.36B +$663M 7 2.64% Increased
64
Peconic Partners
Peconic Partners
New York
$1.35B +$28.6M 1 68.77% Increased
65
First Trust Advisors
First Trust Advisors
Illinois
$1.34B +$300M 24 1.19% Increased
66
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.32B +$321M 20 1.17% Increased
67
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.31B +$143M 8 2.43% Increased
68
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.26B -$44.5M 26 1.85% Reduced
69
Holocene Advisors
Holocene Advisors
New York
$1.2B +$517M 6 3.51% Increased
70
VOYA Investment Management
VOYA Investment Management
Georgia
$1.19B -$324M 20 1.33% Reduced
71
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.19B +$18.1M 18 1.32% Increased
72
Nomura Holdings
Nomura Holdings
Japan
$1.17B -$731M 9 2.18% Reduced
73
LPL Financial
LPL Financial
California
$1.15B +$107M 26 0.45% Increased
74
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.13B +$426M 34 0.19% Increased
75
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.11B +$333M 15 1.08% Increased