← All themes

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
National Pension Service
National Pension Service
South Korea
$737M -$4.48M 1 1.4% Reduced
77
Neuberger Berman Group
Neuberger Berman Group
New York
$736M +$31.2M 10 0.64% Increased
78
Citigroup
Citigroup
New York
$719M -$423M 27 0.42% Reduced
79
Renaissance Technologies
Renaissance Technologies
New York
$702M +$449M 16 0.91% Increased
80
Janus Henderson Group
Janus Henderson Group
$695M -$9.45M 14 0.3% Reduced
81
Putnam Investments
Putnam Investments
Massachusetts
$669M -$2.69M 3 1.04% Reduced
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$664M -$57.8M 5 1.31% Reduced
83
LGP
Leonard Green & Partners
California
$657M $0 1 5.08% Maintained
84
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$657M +$543M 4 1.16% Increased
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$640M -$16.8M 9 1.38% Reduced
86
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$613M +$39.7M 12 1.24% Increased
87
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$605M +$94.1M 10 1.69% Increased
88
Fisher Asset Management
Fisher Asset Management
Washington
$596M +$24.4M 5 0.37% Increased
89
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$596M +$51.6M 12 1.23% Increased
90
TD Asset Management
TD Asset Management
Ontario, Canada
$576M +$20.2M 4 0.6% Increased
91
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$572M +$39.7M 3 2.35% Increased
92
AMF Tjänstepension
AMF Tjänstepension
Sweden
$528M +$32.3M 2 3.83% Increased
93
Lazard Asset Management
Lazard Asset Management
New York
$522M +$6.74M 12 0.59% Increased
94
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$518M +$481M 10 0.57% New
95
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$512M +$28M 11 1.07% Increased
96
Canada Life
Canada Life
Manitoba, Canada
$493M -$1.08M 16 1.15% Reduced
97
DZ Bank
DZ Bank
Germany
$491M +$77.7M 7 0.75% Increased
98
Millennium Management
Millennium Management
New York
$488M +$113M 29 0.29% Increased
99
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$483M +$165M 13 0.74% Increased
100
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$480M +$3.54M 13 1.71% Increased