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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
101
Fred Alger Management
Fred Alger Management
New York
$375M -$149M 6 2.03% Reduced
102
Nordea Investment Management
Nordea Investment Management
Sweden
$374M +$2.96M 8 0.58% Increased
103
LW
Libra Wealth
California
$370M $0 1 10.11% Maintained
104
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$367M +$42M 5 0.96% Increased
105
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$362M +$4.87M 15 0.73% Increased
106
Korea Investment Corp
Korea Investment Corp
South Korea
$357M +$17.2M 4 1.12% Increased
107
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$356M -$21.7M 24 0.34% Reduced
108
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$356M -$5.83M 16 2.23% Reduced
109
AMF Tjänstepension
AMF Tjänstepension
Sweden
$354M +$14.8M 4 4.05% Increased
110
Canada Life
Canada Life
Manitoba, Canada
$347M +$9.69M 17 0.91% Increased
111
GGHC
Gilder Gagnon Howe & Co
New York
$334M -$35.2M 4 6.23% Reduced
112
Russell Investments Group
Russell Investments Group
United Kingdom
$329M +$8.99M 18 0.68% Increased
113
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$324M +$57.4M 13 0.73% Increased
114
SPT
Siemens Pension Trust
Germany
$323M +$297M 1 73.38% New
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
$314M -$13.4M 5 1.33% Reduced
116
Axa
Axa
France
$311M +$130M 9 1.12% Increased
117
Janus Henderson Group
Janus Henderson Group
$309M -$49.1M 19 0.22% Reduced
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$305M -$21.5M 17 0.98% Reduced
119
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$298M +$61.6M 12 0.81% Increased
120
LPL Financial
LPL Financial
California
$293M -$4.85M 25 0.25% Reduced
121
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$291M +$6.08M 8 1.27% Increased
122
ProShare Advisors
ProShare Advisors
Maryland
$290M +$44M 14 1.02% Increased
123
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$284M +$436M 1 7.83% New
124
Frontier Capital Management
Frontier Capital Management
Massachusetts
$282M -$16.4M 4 3.07% Reduced
125
Envestnet Asset Management
Envestnet Asset Management
Illinois
$281M -$1.04M 19 0.15% Reduced