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
| $93.3B | +$1.54B | 34 | 1.69% | Increased |
|
| 2 |
BlackRock
New York
| $77.7B | +$1.13B | 35 | 1.63% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $41.2B | +$453M | 34 | 1.7% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $22.9B | +$1.11B | 38 | 1.8% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $20.3B | -$3.81B | 30 | 1.3% | Reduced |
|
| 6 |
JP Morgan Chase
New York
| $19.2B | +$1.93B | 33 | 1.4% | Increased |
|
| 7 |
Morgan Stanley
New York
| $17.7B | +$364M | 40 | 1.27% | Increased |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $12.8B | -$1.21B | 5 | 2.07% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $12.1B | -$598M | 15 | 1.69% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $11.7B | +$2.53B | 38 | 0.95% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $10.3B | -$321M | 34 | 1.53% | Reduced |
|
| 12 |
UBS AM
Chicago,
Illinois
| $8.05B | -$137M | 25 | 2.06% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $7.78B | -$393M | 29 | 1.54% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.51B | -$2.43B | 24 | 0.93% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $7.3B | +$795M | 28 | 1.38% | Increased |
|
| 16 |
Charles Schwab
San Francisco,
California
| $6.69B | +$303M | 31 | 1.26% | Increased |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $6.57B | +$1.03B | 29 | 1.79% | Increased |
|
| 18 |
Goldman Sachs
New York
| $6.45B | +$922M | 31 | 1.04% | Increased |
|
| 19 |
Amundi
Paris,
France
| $6.16B | +$1.85B | 18 | 2.24% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $6.1B | +$235M | 27 | 1.85% | Increased |
|
| 21 |
Barclays
London,
United Kingdom
| $5.63B | +$1.94B | 34 | 1.6% | Increased |
|
| 22 |
UBS Group
Zurich,
Switzerland
| $4.67B | +$651M | 43 | 0.86% | Increased |
|
| 23 |
Capital International Investors
Los Angeles,
California
| $4.6B | -$831M | 4 | 0.9% | Reduced |
|
| 24 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4.1B | +$884M | 28 | 1.63% | Increased |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.79B | -$1.9B | 8 | 1.26% | Reduced |
|