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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
Russell Investments Group
Russell Investments Group
United Kingdom
$504M -$37.9M 18 0.81% Reduced
127
Nordea Investment Management
Nordea Investment Management
Sweden
$502M -$22.2M 4 0.6% Reduced
128
Fidelity International
Fidelity International
Bermuda
$500M +$86.5M 4 0.51% Increased
129
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$497M +$9.01M 2 2.91% Increased
130
Stifel Financial
Stifel Financial
Missouri
$495M +$19.2M 18 0.65% Increased
131
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$476M +$58.4K 12 1.75% Increased
132
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$474M -$2.9M 13 0.88% Reduced
133
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$471M +$22.3M 7 1.57% Increased
134
Holocene Advisors
Holocene Advisors
New York
$470M +$181M 7 2.45% Increased
135
Asset Management One
Asset Management One
Japan
$463M +$5.3M 5 1.61% Increased
136
Axa
Axa
France
$440M +$76.1M 8 1.13% Increased
137
HRT Financial
HRT Financial
New York
$437M +$386M 11 2.51% Increased
138
Two Sigma Advisers
Two Sigma Advisers
New York
$435M +$365M 13 1.09% Increased
139
Swedbank
Swedbank
Sweden
$433M +$6.92M 5 0.72% Increased
140
WC
Wexford Capital
Florida
$432M +$69.7M 4 18.01% New
141
Aviva
Aviva
United Kingdom
$431M +$13.7M 4 1.81% Increased
142
Envestnet Asset Management
Envestnet Asset Management
Illinois
$421M +$38.5M 20 0.21% Increased
143
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$420M +$31.6M 8 0.9% Increased
144
SoftBank Group
SoftBank Group
Japan
$411M +$529M 1 3.82% New
145
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$409M +$7.75M 8 2.16% Increased
146
Capital International Inc
Capital International Inc
California
$404M +$7.22M 2 3.75% Increased
147
Hyperion Asset Management
Hyperion Asset Management
Australia
$402M -$76.4M 1 15.81% Reduced
148
Aberdeen Group
Aberdeen Group
United Kingdom
$397M -$15.6M 5 0.87% Reduced
149
AIG
American International Group
New York
$390M -$11.3M 22 1.95% Reduced
150
Artisan Partners
Artisan Partners
Wisconsin
$372M -$51.4M 3 0.44% Reduced