← 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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.01B +$211M 9 1.04% Increased
77
Victory Capital Management
Victory Capital Management
Texas
$1.01B -$24.2M 21 0.97% Reduced
78
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1B +$19.4M 15 1.85% Increased
79
Swedbank
Swedbank
Sweden
$994M +$113M 10 1.27% Increased
80
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$993M -$21.3M 18 1.89% Reduced
81
NMO
Newlands Management Operations
Texas
$985M $0 1 7.12% Maintained
82
Aberdeen Group
Aberdeen Group
United Kingdom
$954M +$52.4M 7 1.75% Increased
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$949M -$36.2M 16 1.96% Reduced
84
Newport Trust Company
Newport Trust Company
District of Columbia
$947M -$14.9M 1 2.3% Reduced
85
Prudential Financial
Prudential Financial
New Jersey
$940M +$51.1M 17 1.32% Increased
86
S
Siemens
Germany
$902M $0 1 89.42% Maintained
87
Fidelity International
Fidelity International
Bermuda
$898M +$43M 10 0.81% Increased
88
Envestnet Asset Management
Envestnet Asset Management
Illinois
$869M +$634K 22 0.28% Increased
89
Stifel Financial
Stifel Financial
Missouri
$857M +$20M 22 0.9% Increased
90
Korea Investment Corp
Korea Investment Corp
South Korea
$849M +$85.7M 5 2.01% Increased
91
Nordea Investment Management
Nordea Investment Management
Sweden
$839M -$100M 9 0.95% Reduced
92
Macquarie Group
Macquarie Group
Australia
$833M +$99.6M 17 0.9% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$830M +$29.2M 27 0.53% Increased
94
Natixis Advisors
Natixis Advisors
Massachusetts
$815M +$74.6M 10 1.59% Increased
95
Canada Life
Canada Life
Manitoba, Canada
$807M +$25.3M 17 1.41% Increased
96
Winslow Capital Management
Winslow Capital Management
Minnesota
$796M +$470M 2 2.86% Increased
97
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$761M +$313M 14 0.72% Increased
98
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$744M -$31M 16 0.99% Reduced
99
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$720M +$1.69M 15 1.27% Increased
100
Bessemer Group
Bessemer Group
New Jersey
$716M -$8.28M 18 1.18% Reduced