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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$850M +$56.1M 5 1.93% Increased
77
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$812M -$53.3M 11 1.21% Reduced
78
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$800M +$60.7M 17 1.62% Increased
79
Fisher Asset Management
Fisher Asset Management
Washington
$768M -$43.5M 7 0.44% Reduced
80
APG Asset Management
APG Asset Management
Netherlands
$766M -$50.5M 4 1.57% Reduced
81
First Trust Advisors
First Trust Advisors
Illinois
$763M +$27.3M 24 0.9% Increased
82
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$722M +$42M 13 1.54% Increased
83
Korea Investment Corp
Korea Investment Corp
South Korea
$705M -$1.51M 4 2.08% Reduced
84
Swedbank
Swedbank
Sweden
$692M -$57.9M 8 1.2% Reduced
85
Macquarie Group
Macquarie Group
Australia
$690M -$14.2M 12 0.87% Reduced
86
Canada Life
Canada Life
Manitoba, Canada
$682M +$14.6M 18 1.64% Increased
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$679M -$22.3M 6 1.7% Reduced
88
Mariner
Mariner
Kansas
$678M +$41.3M 18 1.82% Increased
89
Bessemer Group
Bessemer Group
New Jersey
$674M -$35.8M 12 1.48% Reduced
90
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$655M -$20.8M 20 0.38% Reduced
91
LPL Financial
LPL Financial
California
$650M +$56.4M 26 0.46% Increased
92
Janus Henderson Group
Janus Henderson Group
$641M +$215M 20 0.42% Increased
93
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$639M -$60.4M 7 1.96% Reduced
94
Fidelity International
Fidelity International
Bermuda
$635M -$46.9M 4 0.75% Reduced
95
Natixis Advisors
Natixis Advisors
Massachusetts
$590M +$9.36M 7 1.8% Increased
96
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$582M +$2.31M 15 1.05% Increased
97
Allianz Asset Management
Allianz Asset Management
Germany
$570M -$19.2M 12 0.96% Reduced
98
Artisan Partners
Artisan Partners
Wisconsin
$557M +$54.2M 6 0.95% Increased
99
GGHC
Gilder Gagnon Howe & Co
New York
$551M -$6.13M 4 8.38% Reduced
100
Putnam Investments
Putnam Investments
Massachusetts
$550M -$9.17M 9 0.84% Reduced