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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
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$481M +$57.6M 1 5.54% Increased
102
Nordea Investment Management
Nordea Investment Management
Sweden
$481M +$11.5M 8 0.7% Increased
103
LPL Financial
LPL Financial
California
$480M +$45.4M 26 0.37% Increased
104
Citadel Advisors
Citadel Advisors
Florida
$478M -$1.27B 33 0.11% Reduced
105
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$476M -$32.6M 14 1.16% Reduced
106
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$470M +$19.5M 7 1% Increased
107
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$459M +$20.2M 16 0.87% Increased
108
Stifel Financial
Stifel Financial
Missouri
$458M +$3.64M 18 0.66% Increased
109
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$453M -$60.2K 18 1.35% Reduced
110
Janus Henderson Group
Janus Henderson Group
$452M +$23.1M 20 0.3% Increased
111
Natixis Advisors
Natixis Advisors
Massachusetts
$442M +$101M 7 1.52% Increased
112
NMO
Newlands Management Operations
Texas
$436M $0 1 7.8% Maintained
113
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$434M -$2.96M 5 1.82% Reduced
114
Mariner
Mariner
Kansas
$434M +$170M 17 1.26% Increased
115
AMF Tjänstepension
AMF Tjänstepension
Sweden
$428M -$55.5M 4 4.38% Reduced
116
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$415M +$1.35M 12 1.48% Increased
117
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$415M -$4.68M 25 0.36% Reduced
118
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$412M -$9.66M 13 1.71% Reduced
119
Axa
Axa
France
$409M -$38M 8 1.41% Reduced
120
Artisan Partners
Artisan Partners
Wisconsin
$404M -$50.2M 4 0.66% Reduced
121
Russell Investments Group
Russell Investments Group
United Kingdom
$403M -$46.3M 21 0.79% Reduced
122
Aberdeen Group
Aberdeen Group
United Kingdom
$400M +$24.7M 6 1% Increased
123
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$393M +$26.5M 21 1.91% Increased
124
Envestnet Asset Management
Envestnet Asset Management
Illinois
$384M +$326M 19 0.18% Increased
125
SPT
Siemens Pension Trust
Germany
$382M $0 1 100% Maintained