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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
Canada Life
Canada Life
Manitoba, Canada
$1.21B -$234M 16 2.11% Reduced
102
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.21B +$5.95M 32 0.66% Increased
103
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.21B +$51.6M 20 1.96% Increased
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.14B -$90.7M 18 2.01% Reduced
105
HighTower Advisors
HighTower Advisors
Illinois
$1.13B +$68M 21 1.24% Increased
106
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.1B +$45.4M 8 1.57% Increased
107
Swedbank
Swedbank
Sweden
$1.1B +$49.3M 12 1.06% Increased
108
Newport Trust Company
Newport Trust Company
District of Columbia
$1.09B -$11.5M 1 2.62% Reduced
109
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.09B -$33.1M 13 2.92% Reduced
110
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$1.07B +$1.06B 6 3.05% New
111
Citadel Advisors
Citadel Advisors
Florida
$1.07B -$154M 33 0.16% Reduced
112
SG Americas Securities
SG Americas Securities
New York
$1.07B +$540M 28 1.37% Increased
113
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.06B -$554M 11 1.46% Reduced
114
Fred Alger Management
Fred Alger Management
New York
$1.06B +$313M 4 4.15% Increased
115
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.04B +$167M 11 2.88% Increased
116
Allianz Asset Management
Allianz Asset Management
Germany
$1.04B -$130M 13 1.05% Reduced
117
Renaissance Technologies
Renaissance Technologies
New York
$1.01B +$271M 19 1.57% Increased
118
Two Sigma Advisers
Two Sigma Advisers
New York
$1.01B +$45.9M 20 1.96% Increased
119
Credit Agricole
Credit Agricole
France
$985M +$125M 15 2.24% Increased
120
Caxton Associates (UK)
Caxton Associates (UK)
$984M +$397M 7 19.26% Increased
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$966M -$35.8M 20 2.16% Reduced
122
Artisan Partners
Artisan Partners
Wisconsin
$965M -$234M 4 1.45% Reduced
123
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$939M +$157M 19 1.67% Increased
124
Royal London Asset Management
Royal London Asset Management
United Kingdom
$937M +$26.9M 5 1.97% Increased
125
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$935M -$199M 8 1.38% Reduced