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
| $40.1B | +$1.13B | 35 | 1.09% | Increased |
|
| 2 |
BlackRock
New York
| $33.4B | +$1.54B | 35 | 1.05% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $16.9B | -$41.9M | 35 | 0.99% | Reduced |
|
| 4 |
JP Morgan Chase
New York
| $8.46B | -$12.4M | 32 | 1.12% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $8.39B | +$370M | 37 | 1.18% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $6.72B | -$7.9B | 4 | 1.43% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $6.14B | -$799M | 31 | 0.61% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $6.11B | +$1.55B | 38 | 0.69% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $4.91B | +$1.44M | 33 | 1.03% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $4.85B | +$266M | 18 | 1.17% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $4.6B | -$368M | 30 | 1.05% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.3B | -$5.83B | 23 | 0.69% | Reduced |
|
| 13 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.27B | -$217M | 14 | 1.85% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $3.6B | -$546M | 36 | 0.41% | Reduced |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.54B | +$21.4M | 5 | 3.69% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $3.47B | +$96.4M | 24 | 1.34% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.9B | -$28.3M | 28 | 0.85% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $2.63B | +$111M | 28 | 0.85% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $2.57B | -$98.7M | 25 | 0.99% | Reduced |
|
| 20 |
Jennison Associates
New York
| $2.38B | -$2.06B | 3 | 2.41% | Reduced |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.26B | +$69M | 5 | 0.79% | Increased |
|
| 22 |
BAMCO Inc
New York
| $2.16B | +$11.2M | 1 | 7.25% | Increased |
|
| 23 |
Goldman Sachs
New York
| $2.13B | -$353M | 27 | 0.52% | Reduced |
|
| 24 |
Amundi
Paris,
France
| $2.02B | +$365M | 14 | 1.11% | Increased |
|
| 25 |
UBS AM
Chicago,
Illinois
| $2B | +$222M | 20 | 1.05% | Increased |
|