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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
Janus Henderson Group
Janus Henderson Group
$565M -$38.8M 7 0.26% Reduced
77
VOYA Investment Management
VOYA Investment Management
Georgia
$559M +$103M 16 1.13% Increased
78
ProShare Advisors
ProShare Advisors
Maryland
$558M +$42.8M 14 2.08% Increased
79
Peconic Partners
Peconic Partners
New York
$552M -$9.27M 4 66.23% Reduced
80
Millennium Management
Millennium Management
New York
$545M -$45M 18 0.39% Reduced
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$538M -$501M 18 0.48% Reduced
82
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$525M -$83M 1 9.18% Reduced
83
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$508M +$25.3M 11 0.66% Increased
84
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$493M -$23.7M 10 1.14% Reduced
85
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$489M -$363M 20 0.91% Reduced
86
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$485M +$95.8M 18 1.8% Increased
87
Capital International Investors
Capital International Investors
California
$475M +$90.6M 2 0.13% Increased
88
Canada Life
Canada Life
Manitoba, Canada
$475M +$58.3M 16 0.89% Increased
89
Neuberger Berman Group
Neuberger Berman Group
New York
$474M +$3.29M 8 0.49% Increased
90
Lazard Asset Management
Lazard Asset Management
New York
$470M +$89.3M 14 0.59% Increased
91
Frontier Capital Management
Frontier Capital Management
Massachusetts
$454M +$53.7M 5 3.36% Increased
92
Aperio Group
Aperio Group
California
$452M +$42M 16 1.34% Increased
93
LGP
Leonard Green & Partners
California
$447M $0 1 6.19% Maintained
94
Los Angeles Capital Management
Los Angeles Capital Management
California
$437M +$119M 11 1.87% Increased
95
Fisher Asset Management
Fisher Asset Management
Washington
$436M +$21.5M 5 0.33% Increased
96
Chevy Chase Trust
Chevy Chase Trust
Maryland
$431M +$278M 4 1.54% Increased
97
EIM
Elephas Investment Management
Hong Kong
$419M -$66.7M 2 67.32% Reduced
98
AMF Tjänstepension
AMF Tjänstepension
Sweden
$401M -$17.9M 2 3.28% Reduced
99
Korea Investment Corp
Korea Investment Corp
South Korea
$400M +$95.2M 2 1.2% Increased
100
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$393M -$17.7M 4 1.04% Reduced