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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
| $4.39B | +$59.2M | 12 | 0.62% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $3.7B | +$84.7M | 16 | 0.33% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $2.63B | -$156M | 5 | 0.76% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.38B | +$96.7M | 17 | 0.26% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $2.02B | +$90.7M | 16 | 0.36% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.92B | -$300M | 10 | 0.44% | Reduced |
|
| 7 |
Ameriprise
Minneapolis,
Minnesota
| $1.46B | +$96.9M | 14 | 0.89% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $1.28B | -$45.4M | 16 | 0.36% | Reduced |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| $1.16B | +$18.3M | 16 | 0.35% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.11B | +$52M | 16 | 0.36% | Increased |
|
| 11 |
Morgan Stanley
New York
| $1.04B | +$126M | 19 | 0.44% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $988M | -$26M | 9 | 0.57% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $985M | +$14.3M | 17 | 0.39% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $948M | +$214M | 20 | 0.34% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $873M | +$22.7M | 20 | 0.38% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $851M | +$159M | 14 | 0.24% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $716M | +$66.8M | 15 | 0.56% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $693M | +$1.76M | 3 | 0.39% | Increased |
|
| 19 |
Allianz Asset Management
Munich,
Germany
| $679M | -$41.9M | 10 | 0.86% | Reduced |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $647M | -$11.3M | 2 | 1.53% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $637M | +$100M | 17 | 0.21% | Increased |
|
| 22 |
Royce & Associates
New York
| $636M | +$7.33M | 10 | 1.82% | Increased |
|
| 23 |
Jennison Associates
New York
| $633M | +$365M | 2 | 0.62% | Increased |
|
| 24 |
Capital Research Global Investors
Los Angeles,
California
| $588M | -$104M | 2 | 0.22% | Reduced |
|
| 25 |
Neuberger Berman Group
New York
| $586M | +$51M | 5 | 0.6% | Increased |
|