← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$172M -$9.52M 7 0.59% Reduced
227
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$167M +$4.04M 7 0.85% Increased
228
NewEdge Advisors
NewEdge Advisors
Louisiana
$166M +$3.16M 8 0.49% Increased
229
Tredje AP-fonden
Tredje AP-fonden
Sweden
$164M +$8.89M 2 0.74% Increased
230
M&T Bank
M&T Bank
New York
$163M -$2.2M 5 0.48% Reduced
231
Regions Financial Corp
Regions Financial Corp
Alabama
$162M -$3.69M 4 0.97% Reduced
232
HRT Financial
HRT Financial
New York
$162M +$75M 7 0.3% Increased
233
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$161M +$33.7M 2 2.83% Increased
234
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$161M -$5.93M 3 0.48% Reduced
235
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$158M +$15.8M 7 0.08% Increased
236
Mercer Global Advisors
Mercer Global Advisors
Colorado
$156M +$22.4M 6 0.19% Increased
237
Gabelli Funds
Gabelli Funds
New York
$153M -$6.36M 4 0.97% Reduced
238
GW&K Investment Management
GW&K Investment Management
Massachusetts
$152M -$45.8M 3 1.19% Reduced
239
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$151M +$131M 1 3.34% New
240
APG Asset Management
APG Asset Management
Netherlands
$150M +$33.8M 2 0.37% Increased
241
MML Investors Services
MML Investors Services
Massachusetts
$149M +$26.8M 6 0.3% Increased
242
Marex Group
Marex Group
$149M +$22.7M 4 0.63% Increased
243
Arizona State Retirement System
Arizona State Retirement System
Arizona
$147M +$2.75M 7 0.74% Increased
244
Clal Insurance
Clal Insurance
Israel
$146M +$2.62M 3 0.65% Increased
245
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$145M +$3M 1 3.6% Increased
246
MetLife Investment Management
MetLife Investment Management
New Jersey
$145M -$3.38M 7 0.66% Reduced
247
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$145M +$28.2M 3 1.55% Increased
248
Dodge & Cox
Dodge & Cox
California
$144M -$6.44M 1 0.08% Reduced
249
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$143M +$39.9M 6 0.5% Increased
250
Gotham Asset Management
Gotham Asset Management
New York
$143M -$8.08M 5 0.33% Reduced