← 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
$783M +$19.6M 3 1.43% Increased
77
First Trust Advisors
First Trust Advisors
Illinois
$758M -$21.3M 23 0.88% Reduced
78
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$735M -$2.95M 16 1.7% Reduced
79
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$726M -$101M 21 1.02% Reduced
80
Capital International Investors
Capital International Investors
California
$687M -$62.8M 2 0.18% Reduced
81
Swedbank
Swedbank
Sweden
$672M +$80.1M 8 1.32% Increased
82
Citigroup
Citigroup
New York
$664M -$192M 29 0.47% Reduced
83
Fidelity International
Fidelity International
Bermuda
$663M +$2.07M 3 0.76% Increased
84
Adage Capital Partners
Adage Capital Partners
Massachusetts
$656M -$24.7M 5 1.47% Reduced
85
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$645M +$124K 4 6.26% Increased
86
APG Asset Management
APG Asset Management
Netherlands
$625M +$6.61M 4 1.33% Increased
87
Bessemer Group
Bessemer Group
New Jersey
$620M -$1.13M 10 1.47% Reduced
88
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$618M +$15.2M 21 0.35% Increased
89
Allianz Asset Management
Allianz Asset Management
Germany
$607M +$8.25M 11 1.08% Increased
90
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$578M +$3.06M 6 1.41% Increased
91
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$576M +$37.4M 13 1.25% Increased
92
ProShare Advisors
ProShare Advisors
Maryland
$571M +$84.2M 15 1.75% Increased
93
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$566M +$44.1M 12 1.34% Increased
94
Korea Investment Corp
Korea Investment Corp
South Korea
$565M +$9.98M 4 1.65% Increased
95
Canada Life
Canada Life
Manitoba, Canada
$534M +$8.64M 17 1.33% Increased
96
Allspring Global Investments
Allspring Global Investments
North Carolina
$527M +$40.5M 20 0.87% Increased
97
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$511M -$51.7M 5 1.77% Reduced
98
GGHC
Gilder Gagnon Howe & Co
New York
$487M -$35.1M 3 8.07% Reduced
99
Putnam Investments
Putnam Investments
Massachusetts
$483M +$86.5M 9 0.78% Increased
100
Chevy Chase Trust
Chevy Chase Trust
Maryland
$483M +$23M 5 1.91% Increased