← 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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$102M -$460K 3 0.54% Reduced
252
Westwood Holdings Group
Westwood Holdings Group
Texas
$102M -$7.89M 2 0.74% Reduced
253
Mercer Global Advisors
Mercer Global Advisors
Colorado
$102M +$5.19M 4 0.15% Increased
254
Czech National Bank
Czech National Bank
Czech Republic
$102M +$2.65M 2 0.67% Increased
255
Kestra Advisory Services
Kestra Advisory Services
Texas
$102M +$11.8M 4 0.39% Increased
256
Slate Path Capital
Slate Path Capital
New York
$102M -$2.03M 1 1.51% Reduced
257
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$101M +$10.1M 2 0.79% Increased
258
Panagora Asset Management
Panagora Asset Management
Massachusetts
$98.9M +$19.3M 4 0.37% Increased
259
NSLI
Nan Shan Life Insurance
Taiwan
$98.4M +$98M 1 3.56% New
260
GIP
Granite Investment Partners
California
$98.2M -$9.01M 4 6.04% Reduced
261
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$97.1M +$10.4M 7 0.25% Increased
262
Lido Advisors
Lido Advisors
California
$96.6M -$18M 4 0.3% Reduced
263
APG Asset Management
APG Asset Management
Netherlands
$96M +$39.4K 2 0.3% Increased
264
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$95.2M +$17.8M 5 0.47% Increased
265
IEQ Capital
IEQ Capital
California
$95M +$5.92M 3 0.44% Increased
266
MML Investors Services
MML Investors Services
Massachusetts
$94.1M -$1.19M 5 0.26% Reduced
267
Xponance
Xponance
Pennsylvania
$94M +$7.59M 5 0.67% Increased
268
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$94M -$197K 5 0.48% Reduced
269
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$93.9M -$2.09M 3 2.09% Reduced
270
Jain Global
Jain Global
New York
$93.3M +$65.5M 4 0.39% Increased
271
Blackstone Inc
Blackstone Inc
New York
$93.1M +$23.1M 2 0.3% Increased
272
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$92.3M +$546K 4 0.52% Increased
273
Vest Financial
Vest Financial
Virginia
$92.1M +$20.1M 3 1.11% Increased
274
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$91.6M +$69.1M 2 1.97% Increased
275
ZP
Zimmer Partners
New York
$91.5M +$11.6M 3 2.21% Increased