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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
Aviva
Aviva
United Kingdom
$1.38B -$15M 10 2.31% Reduced
102
Mariner
Mariner
Kansas
$1.38B +$68.4M 19 1.61% Increased
103
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.36B +$6.05M 32 0.79% Increased
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.3B -$5.24M 16 2.64% Reduced
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27B -$130M 24 1.09% Reduced
106
H&H International Investment
H&H International Investment
California
$1.27B +$1.4B 1 6.34% New
107
Prudential Financial
Prudential Financial
New Jersey
$1.25B -$144M 23 1.54% Reduced
108
Swedbank
Swedbank
Sweden
$1.25B +$11.7M 12 1.31% Increased
109
Marshall Wace
Marshall Wace
United Kingdom
$1.22B +$84.5M 23 1.22% Increased
110
Korea Investment Corp
Korea Investment Corp
South Korea
$1.2B +$35.4M 5 2.49% Increased
111
HighTower Advisors
HighTower Advisors
Illinois
$1.17B -$41.5M 23 1.24% Reduced
112
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16B +$17.4M 22 2% Increased
113
Danske Bank
Danske Bank
Denmark
$1.13B -$202M 12 2.73% Reduced
114
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.12B +$14.1M 8 1.6% Increased
115
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.12B +$54M 19 2.08% Increased
116
ProShare Advisors
ProShare Advisors
Maryland
$1.1B -$144M 21 1.62% Reduced
117
Canada Life
Canada Life
Manitoba, Canada
$1.09B +$20.8M 16 1.96% Increased
118
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.07B +$143M 12 3.05% Increased
119
ARK Investment Management
ARK Investment Management
Florida
$1.05B -$34.3M 1 8.19% Reduced
120
Platinum Equity Advisors
Platinum Equity Advisors
California
$1.03B $0 1 11.6% Maintained
121
Quantinno Capital Management
Quantinno Capital Management
New York
$1.02B +$258M 25 1.71% Increased
122
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$1.02B +$14.1M 6 3.07% Increased
123
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.02B -$23.9M 13 2.93% Reduced
124
Fred Alger Management
Fred Alger Management
New York
$1.01B -$7.21M 5 4.43% Reduced
125
Royal London Asset Management
Royal London Asset Management
United Kingdom
$999M +$122M 5 2.09% Increased