← 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
Artisan Partners
Artisan Partners
Wisconsin
$1.29B -$91.4M 4 1.89% Reduced
77
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.27B +$16.4M 18 2.25% Increased
78
Prudential Financial
Prudential Financial
New Jersey
$1.26B +$120M 20 1.63% Increased
79
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.21B +$35.2M 15 2.17% Increased
80
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.21B +$451M 5 2.01% Increased
81
NMO
Newlands Management Operations
Texas
$1.2B $0 1 6.32% Maintained
82
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.19B +$12.4M 22 0.35% Increased
83
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.18B +$141M 10 1% Increased
84
Nordea Investment Management
Nordea Investment Management
Sweden
$1.13B -$50.6M 8 1.05% Reduced
85
Baird Financial Group
Baird Financial Group
Wisconsin
$1.13B -$57.1M 15 1.98% Reduced
86
Stifel Financial
Stifel Financial
Missouri
$1.12B +$159K 24 1.09% Increased
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.1B +$4.47M 16 2.29% Increased
88
Natixis Advisors
Natixis Advisors
Massachusetts
$1.1B +$181M 11 1.74% Increased
89
Millennium Management
Millennium Management
New York
$1.04B -$98.3M 26 0.5% Reduced
90
Korea Investment Corp
Korea Investment Corp
South Korea
$1.04B -$78.7M 5 2.31% Reduced
91
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.04B +$532M 10 0.73% Increased
92
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04B -$9.42M 21 0.93% Reduced
93
Canada Life
Canada Life
Manitoba, Canada
$1.04B +$44.7M 18 1.65% Increased
94
Aviva
Aviva
United Kingdom
$1.03B +$39.1M 7 2.13% Increased
95
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.03B +$31.9M 25 2.51% Increased
96
Federated Hermes
Federated Hermes
Pennsylvania
$1.01B +$63.7M 17 1.91% Increased
97
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$989M -$431M 34 0.14% Reduced
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$978M +$42.3M 17 1.67% Increased
99
ARK Investment Management
ARK Investment Management
Florida
$978M -$54.6M 1 7.17% Reduced
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$977M -$10.9M 28 0.63% Reduced