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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
Artisan Partners
Artisan Partners
Wisconsin
$1.22B -$222M 4 1.74% Reduced
102
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.22B +$242M 3 4.03% Increased
103
Korea Investment Corp
Korea Investment Corp
South Korea
$1.21B -$140M 5 2.49% Reduced
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.21B -$65M 18 1.99% Reduced
105
Macquarie Group
Macquarie Group
Australia
$1.2B +$67.7M 17 1.4% Increased
106
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.17B +$534M 20 1.48% Increased
107
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.17B -$31.9M 20 1.94% Reduced
108
Allianz Asset Management
Allianz Asset Management
Germany
$1.14B +$104M 12 1.28% Increased
109
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.12B -$436M 5 1.73% Reduced
110
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.1B +$16.6M 13 2.91% Increased
111
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.08B -$26M 4 0.8% Reduced
112
Swedbank
Swedbank
Sweden
$1.08B -$37.2M 11 1.09% Reduced
113
HighTower Advisors
HighTower Advisors
Illinois
$1.07B +$31.7M 23 1.21% Increased
114
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.06B +$124M 22 0.6% Increased
115
Newport Trust Company
Newport Trust Company
District of Columbia
$1.04B -$13.1M 1 2.37% Reduced
116
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.03B +$148M 7 1.49% Increased
117
ProShare Advisors
ProShare Advisors
Maryland
$1.01B -$151M 21 2.12% Reduced
118
Platinum Equity Advisors
Platinum Equity Advisors
California
$1.01B $0 1 12.35% Maintained
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$998M -$14.2M 22 2.29% Reduced
120
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$989M +$152M 18 1.02% Increased
121
Two Sigma Advisers
Two Sigma Advisers
New York
$938M +$76.6M 17 1.88% Increased
122
Royal London Asset Management
Royal London Asset Management
United Kingdom
$906M +$18.3M 5 1.95% Increased
123
Marshall Wace
Marshall Wace
United Kingdom
$893M -$174M 18 0.91% Reduced
124
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$885M -$131M 17 2.29% Reduced
125
Allspring Global Investments
Allspring Global Investments
North Carolina
$871M -$30.4M 18 1.4% Reduced