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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
Janus Henderson Group
Janus Henderson Group
$796M -$41.4M 20 0.43% Reduced
77
Adage Capital Partners
Adage Capital Partners
Massachusetts
$774M -$41.9M 6 1.46% Reduced
78
Nordea Investment Management
Nordea Investment Management
Sweden
$766M -$36.7M 7 0.9% Reduced
79
First Trust Advisors
First Trust Advisors
Illinois
$751M -$98.3M 21 0.76% Reduced
80
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$735M -$11.1M 16 1.72% Reduced
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$721M -$21M 15 1.5% Reduced
82
Prudential Financial
Prudential Financial
New Jersey
$704M -$15.4M 15 0.99% Reduced
83
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$691M -$58.3M 11 0.81% Reduced
84
S
Siemens
Germany
$689M $0 1 91.85% Maintained
85
Stifel Financial
Stifel Financial
Missouri
$681M +$1.34M 19 0.78% Increased
86
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$670M -$29.3M 14 0.99% Reduced
87
NMO
Newlands Management Operations
Texas
$662M $0 1 5.34% Maintained
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$659M +$47.2M 24 0.46% Increased
89
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M +$57.5M 19 0.23% Increased
90
LPL Financial
LPL Financial
California
$617M +$37.1M 27 0.33% Increased
91
Macquarie Group
Macquarie Group
Australia
$610M -$67.4M 14 0.69% Reduced
92
Aberdeen Group
Aberdeen Group
United Kingdom
$582M +$8.38M 7 1.14% Increased
93
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$546M +$20M 13 1% Increased
94
APG Asset Management
APG Asset Management
Netherlands
$543M -$6.8M 4 0.95% Reduced
95
Canada Life
Canada Life
Manitoba, Canada
$523M -$37.4M 18 1.05% Reduced
96
Korea Investment Corp
Korea Investment Corp
South Korea
$506M -$91.7M 4 1.28% Reduced
97
Swedbank
Swedbank
Sweden
$504M -$216M 8 0.71% Reduced
98
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$502M +$210M 1 4.98% Increased
99
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$485M -$25.8M 21 1.7% Reduced
100
Select Equity Group
Select Equity Group
New York
$484M +$74M 2 1.71% Increased