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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
126
Canada Life
Canada Life
Manitoba, Canada
$1.3B +$39.3M 16 2.07% Increased
127
Marshall Wace
Marshall Wace
United Kingdom
$1.28B -$152M 24 1.01% Reduced
128
AGF Management
AGF Management
Ontario, Canada
$1.28B +$319M 8 4.95% Increased
129
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.21B -$490M 3 4.17% Reduced
130
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.21B -$37.8M 11 1.78% Reduced
131
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.2B +$37.1M 6 2.22% Increased
132
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.18B -$14.8M 13 2.9% Reduced
133
William Blair & Company
William Blair & Company
Illinois
$1.16B +$16.8M 16 3.03% Increased
134
ARK Investment Management
ARK Investment Management
Florida
$1.16B -$28.4M 1 7.54% Reduced
135
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.15B +$230M 21 2.96% Increased
136
Truist Financial
Truist Financial
North Carolina
$1.14B +$16.5M 23 1.37% Increased
137
Parnassus Investments
Parnassus Investments
California
$1.12B +$888M 3 2.98% Increased
138
Jones Financial Companies
Jones Financial Companies
Missouri
$1.11B +$163M 37 0.45% Increased
139
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.11B +$107M 31 1.7% Increased
140
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$1.1B -$96.9M 6 2.79% Reduced
141
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.1B -$29.3M 26 2.21% Reduced
142
HCC
Hill City Capital
Massachusetts
$1.07B $0 4 25.02% Maintained
143
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$1.05B -$235M 16 1.57% Reduced
144
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.03B +$180M 12 2.8% Increased
145
Allianz Asset Management
Allianz Asset Management
Germany
$1.02B -$113M 14 0.83% Reduced
146
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.01B +$85.8M 30 0.92% Increased
147
ProShare Advisors
ProShare Advisors
Maryland
$1.01B -$229M 21 1.46% Reduced
148
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$945M +$26.3M 27 2.35% Increased
149
Allspring Global Investments
Allspring Global Investments
North Carolina
$942M -$62.7M 22 1.45% Reduced
150
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$940M -$43M 14 2.52% Reduced