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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
76
Fisher Asset Management
Fisher Asset Management
Washington
$375M +$12.3M 5 0.33% Increased
77
Fidelity International
Fidelity International
Bermuda
$368M -$114M 4 0.46% Reduced
78
Neuberger Berman Group
Neuberger Berman Group
New York
$362M -$29.5M 8 0.43% Reduced
79
Capital International Investors
Capital International Investors
California
$335M +$277M 2 0.1% Increased
80
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$329M -$30M 9 0.82% Reduced
81
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$327M -$108M 18 0.06% Reduced
82
Principal Financial Group
Principal Financial Group
Iowa
$322M -$6.76M 14 0.27% Reduced
83
EIM
Elephas Investment Management
Hong Kong
$317M +$35.4M 1 65.16% Increased
84
ProShare Advisors
ProShare Advisors
Maryland
$310M +$42.9M 10 1.43% Increased
85
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$307M -$44.6M 1 2.53% Reduced
86
VOYA Investment Management
VOYA Investment Management
Georgia
$304M -$2.73M 15 0.67% Reduced
87
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$295M -$77.7M 9 0.46% Reduced
88
Capital International Inc
Capital International Inc
California
$292M +$65.3M 2 3.21% Increased
89
Lazard Asset Management
Lazard Asset Management
New York
$290M +$39.5M 11 0.41% Increased
90
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$276M -$80.3M 4 0.88% Reduced
91
Frontier Capital Management
Frontier Capital Management
Massachusetts
$274M +$18.4M 4 2.39% Increased
92
AMF Tjänstepension
AMF Tjänstepension
Sweden
$272M +$24.8M 2 2.48% Increased
93
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$265M +$16.9M 5 1.02% Increased
94
Canada Life
Canada Life
Manitoba, Canada
$262M -$987K 16 0.57% Reduced
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M +$63.7M 18 0.32% Increased
96
Aperio Group
Aperio Group
California
$261M +$9.14M 17 0.88% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$255M -$706K 19 0.55% Reduced
98
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$254M -$11.1M 9 1.01% Reduced
99
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$253M -$93.7M 13 0.4% Reduced
100
LGP
Leonard Green & Partners
California
$251M +$137M 1 13.04% Increased