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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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$716M -$6.16M 22 2.13% Reduced
102
SEI Investments
SEI Investments
Pennsylvania
$710M +$158M 20 0.92% Increased
103
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$704M +$2.31M 18 0.62% Increased
104
Aviva
Aviva
United Kingdom
$702M +$17.9M 6 1.82% Increased
105
Baird Financial Group
Baird Financial Group
Wisconsin
$700M +$17.7M 15 1.36% Increased
106
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$675M +$30.8M 17 1.7% Increased
107
Pacer Advisors
Pacer Advisors
Pennsylvania
$675M +$28.1M 11 1.43% Increased
108
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$668M +$101M 5 2.63% Increased
109
Russell Investments Group
Russell Investments Group
United Kingdom
$644M +$82.3M 23 0.93% Increased
110
WCM Investment Management
WCM Investment Management
California
$640M +$223M 1 1.45% Increased
111
AQR Capital Management
AQR Capital Management
Connecticut
$628M +$3.83M 22 0.87% Increased
112
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$623M -$58.6M 6 1.54% Reduced
113
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$614M -$206M 9 1.13% Reduced
114
ProShare Advisors
ProShare Advisors
Maryland
$605M +$22.8M 20 1.48% Increased
115
Allianz Asset Management
Allianz Asset Management
Germany
$598M +$73.9M 14 0.84% Increased
116
D.E. Shaw & Co
D.E. Shaw & Co
New York
$589M -$641M 19 0.51% Reduced
117
Danske Bank
Danske Bank
Denmark
$586M +$32.8M 16 1.95% Increased
118
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$584M -$8.24M 7 1.33% Reduced
119
HighTower Advisors
HighTower Advisors
Illinois
$555M +$9.57M 19 0.79% Increased
120
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$554M +$93.9M 7 0.33% Increased
121
EQF
Evergreen Quality Fund
Cayman Islands
$553M +$285M 1 28.02% Increased
122
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$550M +$2.3M 14 1.05% Increased
123
Federated Hermes
Federated Hermes
Pennsylvania
$545M +$51.7M 18 1.2% Increased
124
Truist Financial
Truist Financial
North Carolina
$544M +$17.8M 11 0.85% Increased
125
Chevy Chase Trust
Chevy Chase Trust
Maryland
$540M -$8.48M 5 1.65% Reduced