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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.64B -$99.8M 7 2.49% Reduced
77
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.63B +$34.9M 25 0.48% Increased
78
Nordea Investment Management
Nordea Investment Management
Sweden
$1.6B -$79.6M 10 1.38% Reduced
79
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.53B -$42.2M 20 2.71% Reduced
80
Aviva
Aviva
United Kingdom
$1.49B +$65M 7 2.52% Increased
81
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.49B -$32.2M 23 1.22% Reduced
82
Prudential Financial
Prudential Financial
New Jersey
$1.46B -$180M 19 1.76% Reduced
83
Russell Investments Group
Russell Investments Group
United Kingdom
$1.46B +$107M 30 1.59% Increased
84
SEI Investments
SEI Investments
Pennsylvania
$1.45B +$199M 28 1.43% Increased
85
ProShare Advisors
ProShare Advisors
Maryland
$1.44B +$417M 22 2.55% Increased
86
Natixis Advisors
Natixis Advisors
Massachusetts
$1.44B +$33.4M 13 2.05% Increased
87
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.44B +$196M 3 4.84% Increased
88
TD Asset Management
TD Asset Management
Ontario, Canada
$1.44B -$86.6M 8 1.16% Reduced
89
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.44B +$12.5M 19 3.1% Increased
90
Danske Bank
Danske Bank
Denmark
$1.42B +$85.1M 16 3.31% Increased
91
Millennium Management
Millennium Management
New York
$1.41B +$64.7M 30 0.59% Increased
92
Baird Financial Group
Baird Financial Group
Wisconsin
$1.4B -$35.9M 16 2.18% Reduced
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.39B -$34.4M 16 2.7% Reduced
94
Federated Hermes
Federated Hermes
Pennsylvania
$1.34B +$29.1M 20 2.23% Increased
95
Mariner
Mariner
Kansas
$1.31B +$62.6M 18 1.56% Increased
96
ARK Investment Management
ARK Investment Management
Florida
$1.31B -$299M 1 8.7% Reduced
97
Stifel Financial
Stifel Financial
Missouri
$1.29B +$17.1M 24 1.16% Increased
98
Marshall Wace
Marshall Wace
United Kingdom
$1.25B +$320M 18 1.14% Increased
99
Korea Investment Corp
Korea Investment Corp
South Korea
$1.25B +$32.1M 5 2.46% Increased
100
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.24B -$14.2M 15 0.73% Reduced