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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$903M -$26.8M 15 2.02% Reduced
77
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$865M +$33.9M 10 1.12% Increased
78
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$843M +$64.9M 18 1.48% Increased
79
First Trust Advisors
First Trust Advisors
Illinois
$803M -$2.49M 24 0.88% Reduced
80
Janus Henderson Group
Janus Henderson Group
$775M +$83.8M 20 0.46% Increased
81
Swedbank
Swedbank
Sweden
$749M +$9.99M 8 1.21% Increased
82
Nordea Investment Management
Nordea Investment Management
Sweden
$745M +$276M 7 0.95% Increased
83
Renaissance Technologies
Renaissance Technologies
New York
$733M +$379M 18 1.13% Increased
84
APG Asset Management
APG Asset Management
Netherlands
$728M +$37.2M 4 1.42% Increased
85
Korea Investment Corp
Korea Investment Corp
South Korea
$726M +$3.25M 4 1.91% Increased
86
D.E. Shaw & Co
D.E. Shaw & Co
New York
$717M -$165M 24 0.63% Reduced
87
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$708M -$13.5M 13 1.4% Reduced
88
Aberdeen Group
Aberdeen Group
United Kingdom
$702M +$198M 8 1.52% Increased
89
Canada Life
Canada Life
Manitoba, Canada
$687M -$780K 18 1.51% Reduced
90
Bessemer Group
Bessemer Group
New Jersey
$682M -$69.6M 13 1.33% Reduced
91
LPL Financial
LPL Financial
California
$682M +$14.4M 26 0.41% Increased
92
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$667M +$1.28M 20 0.4% Increased
93
Macquarie Group
Macquarie Group
Australia
$658M -$71.4M 13 0.76% Reduced
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$652M -$34.1M 5 1.53% Reduced
95
Citadel Advisors
Citadel Advisors
Florida
$651M +$77.6M 31 0.13% Increased
96
Fidelity International
Fidelity International
Bermuda
$627M -$54.2M 4 0.66% Reduced
97
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$622M -$14.6M 15 1.01% Reduced
98
Mariner
Mariner
Kansas
$617M -$65.5M 18 1.46% Reduced
99
Millennium Management
Millennium Management
New York
$611M +$111M 26 0.26% Increased
100
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$595M -$44.9M 8 1.66% Reduced