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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
Swedbank
Swedbank
Sweden
$964M -$151M 9 1.08% Reduced
102
Holocene Advisors
Holocene Advisors
New York
$962M -$541M 8 2.35% Reduced
103
SEI Investments
SEI Investments
Pennsylvania
$954M +$125M 20 1.11% Increased
104
Macquarie Group
Macquarie Group
Australia
$939M -$43.9M 16 1.15% Reduced
105
Russell Investments Group
Russell Investments Group
United Kingdom
$936M +$15.9M 25 1.19% Increased
106
Fidelity International
Fidelity International
Bermuda
$933M +$32.3M 8 0.8% Increased
107
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$932M -$22.6M 18 1.65% Reduced
108
Danske Bank
Danske Bank
Denmark
$926M +$104M 16 2.3% Increased
109
Newport Trust Company
Newport Trust Company
District of Columbia
$906M -$771M 1 2.18% Reduced
110
ProShare Advisors
ProShare Advisors
Maryland
$875M +$47.4M 20 1.75% Increased
111
Mariner
Mariner
Kansas
$853M +$159M 20 1.23% Increased
112
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$852M -$26.9M 4 0.64% Reduced
113
Storebrand Asset Management
Storebrand Asset Management
Norway
$842M +$39.5M 13 2.44% Increased
114
HighTower Advisors
HighTower Advisors
Illinois
$841M +$124M 20 1.05% Increased
115
Marshall Wace
Marshall Wace
United Kingdom
$809M -$1.16B 21 0.91% Reduced
116
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$799M -$128M 20 1.95% Reduced
117
Allianz Asset Management
Allianz Asset Management
Germany
$783M -$120M 11 0.94% Reduced
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$781M -$100M 4 0.61% Reduced
119
Platinum Equity Advisors
Platinum Equity Advisors
California
$774M $0 1 13.88% Maintained
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$770M -$50.7M 18 1.88% Reduced
121
Allspring Global Investments
Allspring Global Investments
North Carolina
$754M +$232M 17 1.26% Increased
122
Winslow Capital Management
Winslow Capital Management
Minnesota
$736M +$182M 2 2.46% Increased
123
Natixis
Natixis
France
$716M -$80.8M 8 3.18% Reduced
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$716M +$58.4M 18 1.57% Increased
125
Renaissance Technologies
Renaissance Technologies
New York
$707M +$275M 17 0.94% Increased