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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
Neuberger Berman Group
Neuberger Berman Group
New York
$966M +$120M 12 0.82% Increased
77
Raymond James & Associates
Raymond James & Associates
Florida
$964M +$37.4M 19 0.81% Increased
78
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$950M +$1.12M 7 2.32% Increased
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$932M +$78.6M 19 0.61% Increased
80
Citigroup
Citigroup
New York
$929M -$317M 32 0.56% Reduced
81
Millennium Management
Millennium Management
New York
$919M -$428M 29 0.49% Reduced
82
Winslow Capital Management
Winslow Capital Management
Minnesota
$917M +$339M 2 3.98% Increased
83
Adage Capital Partners
Adage Capital Partners
Massachusetts
$908M -$87.8M 8 1.72% Reduced
84
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$847M +$54.7M 15 1.12% Increased
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
$842M +$171M 15 0.97% Increased
86
First Trust Advisors
First Trust Advisors
Illinois
$834M -$62.1M 24 0.85% Reduced
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$834M +$21.1M 14 1.73% Increased
88
Capital Research Global Investors
Capital Research Global Investors
California
$829M +$16.1M 1 0.2% Increased
89
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$826M +$97.1M 13 1.62% Increased
90
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$818M +$240M 21 1.1% Increased
91
Canada Life
Canada Life
Manitoba, Canada
$817M -$23.6M 17 1.7% Reduced
92
Capital International Investors
Capital International Investors
California
$780M +$14.1M 2 0.18% Increased
93
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$769M -$232M 1 5.65% Reduced
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$756M -$35.2M 9 1.73% Reduced
95
LGP
Leonard Green & Partners
California
$742M $0 1 5.11% Maintained
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$732M -$53.5M 13 1.49% Reduced
97
Korea Investment Corp
Korea Investment Corp
South Korea
$730M +$131M 2 1.81% Increased
98
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$700M +$267M 6 2.43% Increased
99
AMF Tjänstepension
AMF Tjänstepension
Sweden
$699M +$88.8M 3 5.17% Increased
100
Two Sigma Advisers
Two Sigma Advisers
New York
$670M +$201M 16 1.78% Increased