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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
Macquarie Group
Macquarie Group
Australia
$732M -$1.58M 14 0.91% Reduced
102
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$730M +$11M 30 0.38% Increased
103
Allianz Asset Management
Allianz Asset Management
Germany
$722M +$175M 12 0.94% Increased
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$719M +$48.5M 16 1.38% Increased
105
Russell Investments Group
Russell Investments Group
United Kingdom
$715M +$127K 27 0.98% Increased
106
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$709M +$230M 6 1.9% Increased
107
Fidelity International
Fidelity International
Bermuda
$691M +$16.2M 7 0.66% Increased
108
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$687M -$1.91B 4 0.6% Reduced
109
Natixis Advisors
Natixis Advisors
Massachusetts
$684M -$80M 11 1.26% Reduced
110
ProShare Advisors
ProShare Advisors
Maryland
$666M +$93M 20 1.5% Increased
111
Platinum Equity Advisors
Platinum Equity Advisors
California
$661M +$39.3M 1 13.5% Increased
112
1832 Asset Management
1832 Asset Management
Ontario, Canada
$650M +$180M 4 0.59% Increased
113
Danske Bank
Danske Bank
Denmark
$644M +$37.6M 13 1.97% Increased
114
Federated Hermes
Federated Hermes
Pennsylvania
$641M -$8.88M 15 1.38% Reduced
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$639M +$20.1M 20 1.65% Increased
116
Natixis
Natixis
France
$631M +$464M 10 3.43% Increased
117
Storebrand Asset Management
Storebrand Asset Management
Norway
$629M +$7.46M 13 2.04% Increased
118
SEI Investments
SEI Investments
Pennsylvania
$617M -$132M 20 0.79% Reduced
119
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$578M +$193M 6 1.13% Increased
120
Royal London Asset Management
Royal London Asset Management
United Kingdom
$566M +$132M 5 1.34% Increased
121
Squarepoint
Squarepoint
New York
$551M +$245M 24 0.67% Increased
122
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$548M +$314M 8 1.69% Increased
123
HighTower Advisors
HighTower Advisors
Illinois
$540M -$31.5K 19 0.73% Reduced
124
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$540M -$106M 1 1.97% Reduced
125
Mariner
Mariner
Kansas
$513M -$227M 20 0.85% Reduced