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
| $4.77B | -$262M | 12 | 0.66% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $3.92B | -$42.4M | 16 | 0.33% | Reduced |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $2.95B | +$385M | 7 | 0.82% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.41B | -$72.1M | 18 | 0.27% | Reduced |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $2.07B | -$88.6M | 17 | 0.36% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.05B | -$220M | 10 | 0.46% | Reduced |
|
| 7 |
Ameriprise
Minneapolis,
Minnesota
| $1.68B | +$14M | 16 | 1.01% | Increased |
|
| 8 |
Morgan Stanley
New York
| $1.26B | -$5.39M | 22 | 0.53% | Reduced |
|
| 9 |
BlackRock Fund Advisors
San Francisco,
California
| $1.19B | -$14.8M | 16 | 0.35% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.14B | -$7.82M | 16 | 0.36% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $1.11B | +$3.02M | 17 | 0.45% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $1.11B | -$186M | 17 | 0.3% | Reduced |
|
| 13 |
BNP Paribas Financial Markets
Paris,
France
| $1.07B | +$2.18B | 12 | 0.83% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.04B | +$16.7M | 9 | 0.59% | Increased |
|
| 15 |
JP Morgan Chase
New York
| $949M | +$7.89M | 13 | 0.26% | Increased |
|
| 16 |
Jennison Associates
New York
| $879M | +$53.1M | 2 | 0.84% | Increased |
|
| 17 |
Wells Fargo
San Francisco,
California
| $854M | -$45.9M | 21 | 0.36% | Reduced |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $841M | -$52.5M | 2 | 1.98% | Reduced |
|
| 19 |
Allianz Asset Management
Munich,
Germany
| $768M | +$12M | 10 | 0.92% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $736M | +$1.37M | 15 | 0.55% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $708M | +$26.1M | 2 | 0.39% | Increased |
|
| 22 |
Royce & Associates
New York
| $619M | -$5.57M | 10 | 1.83% | Reduced |
|
| 23 |
Neuberger Berman Group
New York
| $612M | +$30.2M | 5 | 0.62% | Increased |
|
| 24 |
AllianceBernstein
Nashville,
Tennessee
| $567M | +$12.3M | 17 | 0.49% | Increased |
|
| 25 |
Capital Research Global Investors
Los Angeles,
California
| $556M | -$221M | 2 | 0.2% | Reduced |
|