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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$776M +$97.5M 19 0.54% Increased
77
LGP
Leonard Green & Partners
California
$765M +$88.5M 1 13.57% Increased
78
APG Asset Management
APG Asset Management
Netherlands
$726M +$3.52M 6 1.87% Increased
79
Fred Alger Management
Fred Alger Management
New York
$716M +$4.05M 5 3.63% Increased
80
First Trust Advisors
First Trust Advisors
Illinois
$710M +$10.1M 22 0.92% Increased
81
GGHC
Gilder Gagnon Howe & Co
New York
$695M -$21.2M 4 12.13% Reduced
82
Banco Santander
Banco Santander
Spain
$689M +$160M 1 9.2% Increased
83
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$680M -$787M 30 0.18% Reduced
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$653M -$64.6M 18 0.78% Reduced
85
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$653M -$6.71M 13 1.79% Reduced
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$649M +$22.4M 6 1.81% Increased
87
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$645M -$105M 16 1.07% Reduced
88
Citigroup
Citigroup
New York
$643M +$48.7M 28 0.46% Increased
89
Korea Investment Corp
Korea Investment Corp
South Korea
$628M +$33.7M 3 1.93% Increased
90
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$626M +$78M 26 1% Increased
91
Capital International Investors
Capital International Investors
California
$625M -$3.87M 2 0.18% Reduced
92
Fidelity International
Fidelity International
Bermuda
$616M +$14.7M 4 0.79% Increased
93
Putnam Investments
Putnam Investments
Massachusetts
$615M -$232M 7 1.17% Reduced
94
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$602M +$9.11M 6 6.55% Increased
95
Canada Life
Canada Life
Manitoba, Canada
$600M -$1.18M 17 1.71% Reduced
96
Winslow Capital Management
Winslow Capital Management
Minnesota
$592M +$154M 1 3.46% Increased
97
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$588M +$16.6M 15 1.46% Increased
98
Bessemer Group
Bessemer Group
New Jersey
$578M +$2.62M 9 1.51% Increased
99
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$570M -$8.11M 7 2.25% Reduced
100
Fisher Asset Management
Fisher Asset Management
Washington
$545M +$17.4M 5 0.41% Increased