← 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
251
Empowered Funds
Empowered Funds
Pennsylvania
$143M +$24.4M 4 0.75% Increased
252
Two Sigma Investments
Two Sigma Investments
New York
$142M -$319M 7 0.1% Reduced
253
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$142M +$3.78M 2 0.68% Increased
254
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$141M +$13.3M 3 0.58% Increased
255
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$140M -$43.5M 2 1.05% Reduced
256
Canada Life
Canada Life
Manitoba, Canada
$139M -$5.5M 3 0.22% Reduced
257
Groupama Asset Management
Groupama Asset Management
France
$139M +$4.63M 2 1.75% Increased
258
Clear Street
Clear Street
New York
$139M +$49.2M 3 0.35% Increased
259
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$138M +$8.73M 7 0.31% Increased
260
Renaissance Technologies
Renaissance Technologies
New York
$137M +$87.9M 5 0.19% Increased
261
Czech National Bank
Czech National Bank
Czech Republic
$137M +$5.06M 2 0.75% Increased
262
Nykredit A/S
Nykredit A/S
Denmark
$137M +$119M 5 0.52% New
263
Sanctuary Advisors
Sanctuary Advisors
Indiana
$136M +$2.03M 5 0.63% Increased
264
Groupe la Francaise
Groupe la Francaise
France
$136M -$64.8M 2 1.64% Reduced
265
Kestra Advisory Services
Kestra Advisory Services
Texas
$136M +$8.17M 4 0.44% Increased
266
KeyBank National Association
KeyBank National Association
Ohio
$134M -$4.13M 4 0.44% Reduced
267
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$134M +$1.41M 3 0.59% Increased
268
CET
Clean Energy Transition
United Kingdom
$134M -$99.6M 2 9.32% Reduced
269
Candriam SCA
Candriam SCA
Luxembourg
$133M -$17.7M 1 0.6% Reduced
270
Point72 Asset Management
Point72 Asset Management
Connecticut
$133M -$59.7M 2 0.15% Reduced
271
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$132M -$3.66M 5 0.29% Reduced
272
Resona Asset Management
Resona Asset Management
Japan
$130M -$8.44M 2 0.61% Reduced
273
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$130M +$46.9M 3 1.12% Increased
274
Capital Research Global Investors
Capital Research Global Investors
California
$130M +$18.4M 2 0.02% Increased
275
Blackstone Inc
Blackstone Inc
New York
$128M -$16.5M 3 0.33% Reduced