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
| $4.28B | +$425M | 10 | 0.61% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $3.43B | +$64.1M | 17 | 0.25% | Increased |
|
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.36B | +$523M | 1 | 4.62% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.29B | +$202M | 9 | 0.51% | Increased |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $2.29B | +$31.8M | 6 | 0.64% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $1.58B | -$4.78M | 17 | 0.27% | Reduced |
|
| 7 |
State Street
Boston,
Massachusetts
| $1.57B | +$39.2M | 14 | 0.18% | Increased |
|
| 8 |
Morgan Stanley
New York
| $1.47B | -$50.9M | 22 | 0.54% | Reduced |
|
| 9 |
Jennison Associates
New York
| $1.23B | -$189M | 4 | 1.26% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $962M | -$174M | 9 | 0.26% | Reduced |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $961M | +$10.5M | 17 | 0.25% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $888M | -$26.7M | 18 | 0.3% | Reduced |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $869M | +$56.9M | 12 | 0.54% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $850M | +$44.5M | 12 | 0.45% | Increased |
|
| 15 |
Invesco
Atlanta,
Georgia
| $792M | -$31.7M | 15 | 0.34% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $772M | -$55.9M | 17 | 0.24% | Reduced |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $763M | +$85.6M | 1 | 0.22% | Increased |
|
| 18 |
Dimensional Fund Advisors
Austin,
Texas
| $635M | +$83.4M | 16 | 0.42% | Increased |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $584M | +$257M | 20 | 0.15% | Increased |
|
| 20 |
TIAA CREF Investment Management
New York
| $513M | -$33.1M | 14 | 0.4% | Reduced |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $493M | +$57.3M | 2 | 0.28% | Increased |
|
| 22 |
BlackRock Group
London,
United Kingdom
| $459M | -$4.01M | 13 | 0.27% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $446M | -$77.9M | 14 | 0.15% | Reduced |
|
| 24 |
Geode Capital Management
Boston,
Massachusetts
| $429M | +$2.34M | 17 | 0.26% | Increased |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $422M | -$172M | 19 | 0.33% | Reduced |
|