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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
Victory Capital Management
Victory Capital Management
Texas
$1.34B +$19.7M 21 1.32% Increased
77
TD Asset Management
TD Asset Management
Ontario, Canada
$1.34B +$43.7M 8 1.19% Increased
78
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.33B $0 15 2.47% Maintained
79
ARK Investment Management
ARK Investment Management
Florida
$1.33B -$419M 1 11.06% Reduced
80
Aberdeen Group
Aberdeen Group
United Kingdom
$1.32B -$67.9M 7 2.48% Reduced
81
Prudential Financial
Prudential Financial
New Jersey
$1.31B -$29.7M 18 1.79% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.29B -$37.9M 16 2.71% Reduced
83
Rafferty Asset Management
Rafferty Asset Management
New York
$1.22B +$340M 6 4.31% Increased
84
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.22B +$129M 18 1.16% Increased
85
Newport Trust Company
Newport Trust Company
District of Columbia
$1.21B -$12.6M 1 2.93% Reduced
86
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.19B +$146M 2 4.22% Increased
87
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.14B -$372M 33 0.17% Reduced
88
Canada Life
Canada Life
Manitoba, Canada
$1.13B -$2.23M 18 1.96% Reduced
89
Nordea Investment Management
Nordea Investment Management
Sweden
$1.12B +$62.8M 9 1.18% Increased
90
Swedbank
Swedbank
Sweden
$1.12B -$59.5M 11 1.38% Reduced
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.11B +$45.7M 22 0.36% Increased
92
Holocene Advisors
Holocene Advisors
New York
$1.11B +$297M 5 3.54% Increased
93
Korea Investment Corp
Korea Investment Corp
South Korea
$1.1B -$86.7M 5 2.62% Reduced
94
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.07B +$908M 8 2.11% New
95
Natixis Advisors
Natixis Advisors
Massachusetts
$1.04B -$28.3M 12 1.95% Reduced
96
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B +$31.2M 20 0.89% Increased
97
Mariner
Mariner
Kansas
$1.03B +$305M 22 1.72% Increased
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.02B -$40.1M 16 1.81% Reduced
99
Russell Investments Group
Russell Investments Group
United Kingdom
$1B +$137M 28 1.38% Increased
100
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1B +$75.1M 25 2.85% Increased