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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$990M +$90M 20 1.89% Increased
127
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$990M +$367M 15 1.59% Increased
128
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$984M -$99.5M 13 1.69% Reduced
129
Artisan Partners
Artisan Partners
Wisconsin
$979M -$205M 4 1.57% Reduced
130
Tidal Investments
Tidal Investments
Wisconsin
$963M +$121M 22 2.03% Increased
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$947M +$26.7M 24 2.17% Increased
132
Viking Global Investors
Viking Global Investors
Connecticut
$946M +$349M 2 2.65% Increased
133
SG Americas Securities
SG Americas Securities
New York
$940M -$64.4M 26 1.01% Reduced
134
Allianz Asset Management
Allianz Asset Management
Germany
$939M -$50.4M 13 0.98% Reduced
135
Truist Financial
Truist Financial
North Carolina
$925M +$57.3M 21 1.25% Increased
136
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$899M +$97.7M 7 0.62% Increased
137
William Blair & Company
William Blair & Company
Illinois
$871M +$85.9M 16 2.5% Increased
138
HCC
Hill City Capital
Massachusetts
$852M -$39.6M 4 30.42% Reduced
139
Tiger Global Management
Tiger Global Management
New York
$849M $0 1 3.72% Maintained
140
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$835M +$60.3M 10 2.61% Increased
141
Allspring Global Investments
Allspring Global Investments
North Carolina
$825M -$213M 21 1.38% Reduced
142
Jones Financial Companies
Jones Financial Companies
Missouri
$823M +$594M 36 0.4% Increased
143
1832 Asset Management
1832 Asset Management
Ontario, Canada
$796M +$117M 6 0.73% Increased
144
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$776M +$818M 25 2.24% New
145
Rockefeller Capital Management
Rockefeller Capital Management
New York
$770M +$50.2M 26 1.37% Increased
146
Congress Asset Management
Congress Asset Management
Massachusetts
$770M +$6.31M 10 5.52% Increased
147
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$769M +$23.3M 10 2.42% Increased
148
Squarepoint
Squarepoint
New York
$769M -$1.51M 27 0.9% Reduced
149
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$767M +$90.6M 30 0.82% Increased
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$756M -$23.4M 6 2.18% Reduced