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
| $5.35B | +$492M | 12 | 0.74% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $4.32B | +$153M | 18 | 0.28% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $2.82B | -$20.8M | 11 | 0.74% | Reduced |
|
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.74B | +$240M | 1 | 4.82% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.16B | +$19.8M | 10 | 0.46% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $2.13B | +$26M | 18 | 0.23% | Increased |
|
| 7 |
BlackRock Institutional Trust
San Francisco,
California
| $1.88B | +$7.33M | 21 | 0.31% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $1.36B | +$48M | 20 | 0.32% | Increased |
|
| 9 |
Morgan Stanley
New York
| $1.18B | -$230M | 24 | 0.45% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $1.16B | -$80.2M | 16 | 0.3% | Reduced |
|
| 11 |
Jennison Associates
New York
| $1.14B | -$35M | 4 | 1.2% | Reduced |
|
| 12 |
Goldman Sachs
New York
| $1.11B | +$335M | 18 | 0.36% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $1.11B | +$7.89M | 19 | 0.33% | Increased |
|
| 14 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.08B | +$852M | 16 | 1.15% | Increased |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $988M | -$177M | 2 | 0.27% | Reduced |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $940M | -$82.7M | 13 | 0.56% | Reduced |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $897M | +$45.8M | 20 | 0.3% | Increased |
|
| 18 |
Dimensional Fund Advisors
Austin,
Texas
| $845M | +$41.3M | 17 | 0.51% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $831M | +$10.6M | 12 | 0.41% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $691M | -$90.3M | 16 | 0.28% | Reduced |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $686M | +$78.8M | 2 | 0.36% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $626M | -$67.9M | 22 | 0.15% | Reduced |
|
| 23 |
Geode Capital Management
Boston,
Massachusetts
| $538M | +$14.5M | 19 | 0.29% | Increased |
|
| 24 |
BlackRock Group
London,
United Kingdom
| $485M | -$18.6M | 17 | 0.26% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $472M | -$64.2M | 20 | 0.36% | Reduced |
|