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
| $6.17B | +$365M | 14 | 0.83% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $5.43B | +$249M | 19 | 0.3% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $3.03B | +$241M | 13 | 0.76% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.98B | +$582M | 11 | 0.59% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.84B | +$89.6M | 1 | 4.67% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $2.57B | +$115M | 20 | 0.24% | Increased |
|
| 7 |
BlackRock Institutional Trust
San Francisco,
California
| $2.25B | +$80.2M | 20 | 0.33% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $1.76B | +$153M | 21 | 0.32% | Increased |
|
| 9 |
Morgan Stanley
New York
| $1.3B | +$74.6M | 23 | 0.43% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $1.28B | +$6.39M | 18 | 0.64% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $1.23B | +$17.9M | 19 | 0.35% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $1.08B | +$69.1M | 19 | 0.26% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $995M | +$22M | 21 | 0.31% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $876M | -$18.2M | 11 | 0.38% | Reduced |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $842M | +$358K | 2 | 0.21% | Increased |
|
| 16 |
Bank of Montreal
Toronto,
Ontario, Canada
| $821M | +$54.4M | 17 | 0.86% | Increased |
|
| 17 |
Goldman Sachs
New York
| $779M | +$172M | 17 | 0.22% | Increased |
|
| 18 |
Jennison Associates
New York
| $779M | -$109M | 3 | 0.87% | Reduced |
|
| 19 |
Invesco
Atlanta,
Georgia
| $759M | +$142M | 17 | 0.26% | Increased |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $701M | +$62.6M | 11 | 0.58% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $688M | -$93.1M | 3 | 0.34% | Reduced |
|
| 22 |
Geode Capital Management
Boston,
Massachusetts
| $677M | +$47.5M | 20 | 0.31% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $671M | +$29M | 24 | 0.15% | Increased |
|
| 24 |
Boston Partners
Boston,
Massachusetts
| $618M | +$129M | 7 | 0.81% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $546M | +$81.7M | 23 | 0.19% | Increased |
|