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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
Nordea Investment Management
Nordea Investment Management
Sweden
$1.61B +$208M 8 1.41% Increased
77
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.61B -$564M 10 2.2% Reduced
78
Prudential Financial
Prudential Financial
New Jersey
$1.6B -$46M 20 1.91% Reduced
79
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.6B +$97.3M 10 1.25% Increased
80
ARK Investment Management
ARK Investment Management
Florida
$1.6B +$178M 1 9.5% Increased
81
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.57B -$82.4M 20 2.74% Reduced
82
TD Asset Management
TD Asset Management
Ontario, Canada
$1.53B -$92.1M 8 1.24% Reduced
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.49B $0 15 2.51% Maintained
84
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48B +$90.8M 22 1.22% Increased
85
Canada Life
Canada Life
Manitoba, Canada
$1.44B +$56.5M 16 2.06% Increased
86
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.43B +$99.8M 25 3.28% Increased
87
Aviva
Aviva
United Kingdom
$1.42B +$71M 7 2.59% Increased
88
Natixis Advisors
Natixis Advisors
Massachusetts
$1.42B +$46.6M 12 2.07% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.42B -$20.2M 16 2.76% Reduced
90
Baird Financial Group
Baird Financial Group
Wisconsin
$1.39B +$58.4M 15 2.24% Increased
91
Russell Investments Group
Russell Investments Group
United Kingdom
$1.34B +$111M 29 1.52% Increased
92
Stifel Financial
Stifel Financial
Missouri
$1.33B +$9.25M 25 1.21% Increased
93
Danske Bank
Danske Bank
Denmark
$1.33B +$75.5M 15 3.3% Increased
94
Millennium Management
Millennium Management
New York
$1.3B -$32.4M 30 0.55% Reduced
95
Federated Hermes
Federated Hermes
Pennsylvania
$1.28B +$73.9M 18 2.25% Increased
96
Mariner
Mariner
Kansas
$1.24B +$126M 19 1.6% Increased
97
SEI Investments
SEI Investments
Pennsylvania
$1.24B +$47.4M 23 1.33% Increased
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.23B +$110M 32 0.75% Increased
99
Citadel Advisors
Citadel Advisors
Florida
$1.23B +$512M 36 0.19% Increased
100
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.22B -$2.63M 12 0.77% Reduced