← 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
101
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.64B -$19M 6 2.3% Reduced
102
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.63B -$42.4M 34 0.81% Reduced
103
NMO
Newlands Management Operations
Texas
$1.58B $0 1 9.56% Maintained
104
Mariner
Mariner
Kansas
$1.56B -$102M 16 1.64% Reduced
105
Tidal Investments
Tidal Investments
Wisconsin
$1.53B +$282M 25 2.65% Increased
106
Quantinno Capital Management
Quantinno Capital Management
New York
$1.51B +$243M 26 1.81% Increased
107
HighTower Advisors
HighTower Advisors
Illinois
$1.5B +$6.91M 24 1.44% Increased
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.49B -$50.9M 16 2.75% Reduced
109
Fred Alger Management
Fred Alger Management
New York
$1.48B +$252M 7 4.92% Increased
110
Millennium Management
Millennium Management
New York
$1.46B -$891M 29 0.53% Reduced
111
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.46B +$19.9K 13 2.46% Increased
112
Prudential Financial
Prudential Financial
New Jersey
$1.45B -$45.6M 25 1.58% Reduced
113
Danske Bank
Danske Bank
Denmark
$1.45B +$95.3M 12 2.87% Increased
114
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.42B -$223M 28 2.73% Reduced
115
H&H International Investment
H&H International Investment
California
$1.42B -$11.3M 1 7.44% Reduced
116
Korea Investment Corp
Korea Investment Corp
South Korea
$1.42B -$10.2M 6 2.69% Reduced
117
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.41B +$70.7M 21 2.31% Increased
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4B -$116M 29 1.09% Reduced
119
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.38B +$47.8M 12 0.9% Increased
120
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.37B -$16.7M 24 2.1% Reduced
121
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$1.36B +$14.1M 1 7.35% New
122
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.35B -$633M 12 0.6% Reduced
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.34B +$158M 14 1.89% Increased
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.34B +$123M 19 2.24% Increased
125
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.33B -$23.6M 8 1.63% Reduced