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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
UBS Group
UBS Group
Switzerland
$1.07B -$50.5M 35 0.31% Reduced
77
National Pension Service
National Pension Service
South Korea
$1.04B +$32.3M 1 1.81% Increased
78
Peconic Partners
Peconic Partners
New York
$1.02B +$48.5M 3 81.85% Increased
79
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$1,000M +$294M 10 1% Increased
80
Adage Capital Partners
Adage Capital Partners
Massachusetts
$993M +$114M 7 1.79% Increased
81
Raymond James & Associates
Raymond James & Associates
Florida
$992M +$4.84M 19 0.8% Increased
82
First Trust Advisors
First Trust Advisors
Illinois
$942M +$18.5M 22 0.92% Increased
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$933M +$170M 9 2.27% Increased
84
Neuberger Berman Group
Neuberger Berman Group
New York
$874M +$46.1M 10 0.69% Increased
85
Capital International Investors
Capital International Investors
California
$874M +$11.4M 2 0.18% Increased
86
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$831M -$172M 18 0.51% Reduced
87
Renaissance Technologies
Renaissance Technologies
New York
$822M -$108M 16 1.02% Reduced
88
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$808M +$14.8M 12 1.56% Increased
89
Canada Life
Canada Life
Manitoba, Canada
$797M +$148M 16 1.65% Increased
90
Capital Research Global Investors
Capital Research Global Investors
California
$795M +$473M 1 0.18% Increased
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$787M -$71.9M 9 1.62% Reduced
92
Janus Henderson Group
Janus Henderson Group
$785M -$53.9M 17 0.33% Reduced
93
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$779M +$88.8M 13 1.49% Increased
94
Citadel Advisors
Citadel Advisors
Florida
$764M -$1.57B 29 0.16% Reduced
95
LGP
Leonard Green & Partners
California
$750M $0 1 5.64% Maintained
96
Fisher Asset Management
Fisher Asset Management
Washington
$710M +$26M 5 0.4% Increased
97
AQR Capital Management
AQR Capital Management
Connecticut
$709M +$134M 17 1.28% Increased
98
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$695M +$541M 9 2.01% Increased
99
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$690M -$50.2M 13 1.33% Reduced
100
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$668M +$286M 5 1.52% Increased