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
| $3.72B | +$127M | 17 | 0.25% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $3.12B | -$179M | 11 | 0.4% | Reduced |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $2.97B | -$83.4M | 6 | 0.76% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.12B | -$97.5M | 18 | 0.22% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.99B | +$281M | 9 | 0.41% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.82B | +$12M | 17 | 0.28% | Increased |
|
| 7 |
Morgan Stanley
New York
| $1.48B | +$32M | 23 | 0.54% | Increased |
|
| 8 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $1.33B | +$198M | 2 | 2.52% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $1.26B | -$100M | 11 | 0.29% | Reduced |
|
| 10 |
Jennison Associates
New York
| $1.23B | +$274M | 4 | 1.13% | Increased |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $1.19B | +$69.8M | 16 | 0.29% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.09B | -$10.3M | 18 | 0.33% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $1.02B | +$21.5M | 16 | 0.39% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $956M | +$110M | 17 | 0.25% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $925M | -$7.72M | 13 | 0.45% | Reduced |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $799M | -$302M | 13 | 0.46% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $701M | -$145M | 16 | 0.23% | Reduced |
|
| 18 |
TIAA CREF Investment Management
New York
| $665M | -$32.9M | 14 | 0.46% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $647M | +$29.3M | 16 | 0.41% | Increased |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $627M | -$59.6M | 2 | 0.32% | Reduced |
|
| 21 |
BlackRock Group
London,
United Kingdom
| $559M | +$34.6M | 13 | 0.3% | Increased |
|
| 22 |
Citadel Advisors
Miami,
Florida
| $514M | +$254M | 12 | 0.49% | Increased |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $509M | -$5.04M | 18 | 0.32% | Reduced |
|
| 24 |
Neuberger Berman Group
New York
| $505M | +$62.5M | 7 | 0.54% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $504M | -$45.9M | 20 | 0.2% | Reduced |
|