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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$934M +$14M 20 2.07% Increased
77
Fisher Asset Management
Fisher Asset Management
Washington
$884M -$20.7M 6 0.49% Reduced
78
Macquarie Group
Macquarie Group
Australia
$833M -$182M 13 0.95% Reduced
79
Adage Capital Partners
Adage Capital Partners
Massachusetts
$820M +$4.48M 4 1.78% Increased
80
First Trust Advisors
First Trust Advisors
Illinois
$784M -$110M 23 0.89% Reduced
81
Swedbank
Swedbank
Sweden
$779M -$22.3M 8 1.32% Reduced
82
APG Asset Management
APG Asset Management
Netherlands
$778M -$4.02M 4 1.57% Reduced
83
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$769M +$47.7M 12 1.6% Increased
84
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$748M +$74.9M 7 2.32% Increased
85
Korea Investment Corp
Korea Investment Corp
South Korea
$731M +$20.1M 4 2.05% Increased
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$725M +$1.52M 6 1.68% Increased
87
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$723M -$39.7M 20 0.4% Reduced
88
Fidelity International
Fidelity International
Bermuda
$718M -$108M 3 0.81% Reduced
89
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$712M -$8.09M 13 1.44% Reduced
90
Allspring Global Investments
Allspring Global Investments
North Carolina
$710M +$58M 18 1.14% Increased
91
Bessemer Group
Bessemer Group
New Jersey
$702M -$36.3M 13 1.49% Reduced
92
Canada Life
Canada Life
Manitoba, Canada
$700M +$21.5M 17 1.66% Increased
93
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$688M +$177M 10 1.02% Increased
94
ProShare Advisors
ProShare Advisors
Maryland
$685M -$28.8M 20 1.99% Reduced
95
Mariner
Mariner
Kansas
$659M +$89.3M 18 1.76% Increased
96
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$652M -$124M 3 5.72% Reduced
97
Renaissance Technologies
Renaissance Technologies
New York
$636M -$424M 15 0.92% Reduced
98
Allianz Asset Management
Allianz Asset Management
Germany
$623M -$91M 13 1.12% Reduced
99
LPL Financial
LPL Financial
California
$618M +$21.4M 25 0.44% Increased
100
Nordea Investment Management
Nordea Investment Management
Sweden
$613M +$826K 8 0.84% Increased