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
| $7.65B | -$931M | 12 | 0.93% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $7.19B | +$207M | 21 | 0.34% | Increased |
|
| 3 |
BlackRock
New York
| $6.49B | +$296M | 22 | 0.33% | Increased |
|
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.47B | -$113M | 1 | 5.66% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $3.59B | +$160M | 8 | 0.82% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $3.1B | -$2.11M | 19 | 0.27% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.22B | -$158M | 12 | 0.38% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $1.6B | +$555M | 17 | 0.35% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.43B | +$2.1M | 2 | 0.32% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $1.38B | +$18.2M | 19 | 0.6% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $1.34B | -$127M | 18 | 0.37% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.24B | +$13.2M | 21 | 0.32% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $1.22B | +$57.6M | 12 | 0.46% | Increased |
|
| 14 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.17B | -$91M | 17 | 1.08% | Reduced |
|
| 15 |
Jennison Associates
New York
| $1.17B | -$27.9M | 3 | 1.2% | Reduced |
|
| 16 |
Boston Partners
Boston,
Massachusetts
| $1.14B | +$6.56M | 7 | 1.41% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $1.08B | +$110M | 22 | 0.17% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $1.08B | -$55.6M | 18 | 0.4% | Reduced |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $958M | +$139M | 3 | 0.42% | Increased |
|
| 20 |
Geode Capital Management
Boston,
Massachusetts
| $950M | +$25.8M | 20 | 0.35% | Increased |
|
| 21 |
Morgan Stanley
New York
| $841M | -$246M | 25 | 0.25% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $763M | +$2.65M | 17 | 0.19% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $697M | +$33.2M | 23 | 0.22% | Increased |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $653M | +$136M | 8 | 0.66% | Increased |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $624M | +$142M | 20 | 0.43% | Increased |
|