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 |
BlackRock
New York
| $130B | +$945M | 38 | 2.28% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $104B | +$110B | 37 | 2.58% | New |
|
| 3 |
State Street
Boston,
Massachusetts
| $66.9B | +$58.7M | 38 | 2.31% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $39.4B | +$1.44B | 40 | 2.45% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $36.4B | -$4.17B | 35 | 1.91% | Reduced |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $36B | +$37.1B | 30 | 1.88% | New |
|
| 7 |
JP Morgan Chase
New York
| $32.8B | +$1.53B | 37 | 2.11% | Increased |
|
| 8 |
Morgan Stanley
New York
| $28.3B | +$1.98B | 44 | 1.71% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $27.5B | +$1.08B | 30 | 2.68% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $21.2B | -$13.7M | 7 | 2.89% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $17.5B | -$24.6M | 36 | 1.28% | Reduced |
|
| 12 |
Goldman Sachs
New York
| $16.9B | +$1.08B | 33 | 1.94% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $15.7B | -$60.2M | 38 | 2.08% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $13.4B | -$241M | 27 | 1.55% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $11.9B | +$187M | 33 | 1.81% | Increased |
|
| 16 |
UBS AM
Chicago,
Illinois
| $11.6B | +$392M | 29 | 2.42% | Increased |
|
| 17 |
Amundi
Paris,
France
| $11.3B | +$2.19B | 20 | 3.07% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $11B | -$129M | 31 | 2.03% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $10.8B | -$46.7M | 32 | 2.49% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $10.2B | -$97.6M | 28 | 2.77% | Reduced |
|
| 21 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $9.5B | +$9.96B | 37 | 2.4% | New |
|
| 22 |
Wellington Management Group
Boston,
Massachusetts
| $8.73B | +$626M | 14 | 1.63% | Increased |
|
| 23 |
UBS Group
Zurich,
Switzerland
| $7.61B | +$949M | 46 | 1.14% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $6.07B | -$39M | 29 | 1.26% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $5.88B | -$1.91M | 24 | 1.44% | Reduced |
|