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 |
Vanguard Group
Malvern,
Pennsylvania
| $3.75B | +$119M | 16 | 0.27% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $3.64B | +$60.8M | 10 | 0.47% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $3.08B | -$3.19M | 7 | 0.82% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.28B | +$72.4M | 17 | 0.23% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.94B | +$397M | 9 | 0.41% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.9B | +$25.1M | 17 | 0.3% | Increased |
|
| 7 |
Morgan Stanley
New York
| $1.6B | +$190M | 22 | 0.58% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $1.45B | -$43.6M | 13 | 0.33% | Reduced |
|
| 9 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1.35B | +$197M | 2 | 2.7% | Increased |
|
| 10 |
Ameriprise
Minneapolis,
Minnesota
| $1.18B | -$67.7M | 12 | 0.69% | Reduced |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $1.16B | +$58.8M | 16 | 0.29% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.13B | +$108M | 16 | 0.34% | Increased |
|
| 13 |
Jennison Associates
New York
| $1.1B | +$121M | 4 | 1.02% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $1.06B | -$53.2M | 16 | 0.41% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $965M | +$44.6M | 13 | 0.49% | Increased |
|
| 16 |
Goldman Sachs
New York
| $924M | +$383M | 15 | 0.29% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $867M | -$77M | 17 | 0.23% | Reduced |
|
| 18 |
TIAA CREF Investment Management
New York
| $765M | +$185M | 14 | 0.54% | Increased |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $688M | -$36.9M | 2 | 0.35% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $637M | -$10.3M | 15 | 0.42% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $559M | -$44.1M | 19 | 0.22% | Reduced |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $558M | +$140M | 19 | 0.34% | Increased |
|
| 23 |
Capital World Investors
Los Angeles,
California
| $550M | +$237M | 1 | 0.15% | Increased |
|
| 24 |
BlackRock Group
London,
United Kingdom
| $542M | +$27.1M | 13 | 0.29% | Increased |
|
| 25 |
Allianz Asset Management
Munich,
Germany
| $540M | -$178M | 9 | 0.6% | Reduced |
|