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
| $4.56B | -$460M | 13 | 0.61% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $4.08B | +$69.2M | 16 | 0.32% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $3.14B | +$130M | 10 | 0.84% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.55B | +$70.6M | 18 | 0.28% | Increased |
|
| 5 |
Norges Bank
Oslo,
Norway
| $2.21B | +$1.09B | 11 | 0.6% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $2.11B | -$27.8M | 17 | 0.35% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.83B | -$315M | 10 | 0.39% | Reduced |
|
| 8 |
Ameriprise
Minneapolis,
Minnesota
| $1.6B | -$139M | 16 | 0.94% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $1.49B | +$104M | 22 | 0.59% | Increased |
|
| 10 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1.29B | +$280M | 2 | 2.78% | Increased |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $1.24B | +$28.2M | 17 | 0.35% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.15B | -$7.5M | 16 | 0.36% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $1.11B | -$22.2M | 17 | 0.3% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $1.1B | -$12.8M | 17 | 0.43% | Reduced |
|
| 15 |
JP Morgan Chase
New York
| $1.09B | +$57.5M | 14 | 0.28% | Increased |
|
| 16 |
Jennison Associates
New York
| $1.01B | +$13.4M | 2 | 0.93% | Increased |
|
| 17 |
Wells Fargo
San Francisco,
California
| $848M | -$3.39M | 20 | 0.35% | Reduced |
|
| 18 |
Allianz Asset Management
Munich,
Germany
| $764M | -$42.7M | 11 | 0.96% | Reduced |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $748M | +$19.3M | 2 | 0.39% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $742M | +$11.7M | 15 | 0.52% | Increased |
|
| 21 |
Goldman Sachs
New York
| $599M | +$76.8M | 16 | 0.19% | Increased |
|
| 22 |
BlackRock Group
London,
United Kingdom
| $598M | +$54.6M | 13 | 0.34% | Increased |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $593M | +$63.7M | 18 | 0.4% | Increased |
|
| 24 |
Royce & Associates
New York
| $585M | -$35.2M | 9 | 1.74% | Reduced |
|
| 25 |
Neuberger Berman Group
New York
| $534M | -$68.5M | 5 | 0.52% | Reduced |
|