← 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
26
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$214M +$43.6M 3 0.14% Increased
27
LCS
Levin Capital Strategies
New York
$209M -$27.3M 1 3.53% Reduced
28
Charles Schwab
Charles Schwab
California
$198M +$9.52M 3 0.16% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$197M -$784K 3 0.14% Reduced
30
Epoch Investment Partners
Epoch Investment Partners
New York
$195M +$84K 1 0.65% Increased
31
American Century Companies
American Century Companies
Missouri
$187M -$24.4M 1 0.19% Reduced
32
Raymond James & Associates
Raymond James & Associates
Florida
$185M +$12.9M 3 0.34% Increased
33
UBS AM
UBS AM
Illinois
$185M +$8.3M 3 0.16% Increased
34
AQR Capital Management
AQR Capital Management
Connecticut
$170M +$69.3M 2 0.18% Increased
35
LM
Luminus Management
Texas
$162M +$103M 1 3.45% Increased
36
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$153M +$5.75M 4 0.15% Increased
37
Allianz Asset Management
Allianz Asset Management
Germany
$151M +$12.8M 1 0.12% Increased
38
UBS Group
UBS Group
Switzerland
$150M -$7.21M 6 0.06% Reduced
39
Swiss National Bank
Swiss National Bank
Switzerland
$132M -$606K 3 0.14% Reduced
40
SCCM
Schafer Cullen Capital Management
New York
$128M +$811K 2 1.49% Increased
41
Hamlin Capital Management
Hamlin Capital Management
New York
$121M -$2.83M 2 4.64% Reduced
42
Folketrygdfondet
Folketrygdfondet
Norway
$120M +$43.1M 1 3.6% Increased
43
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$116M -$103M 1 0.19% Reduced
44
Macquarie Group
Macquarie Group
Australia
$112M -$1.01M 4 0.2% Reduced
45
First Trust Advisors
First Trust Advisors
Illinois
$108M +$6M 3 0.26% Increased
46
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$106M -$770K 1 0.4% Reduced
47
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$103M +$5.05M 3 0.12% Increased
48
APG Asset Management
APG Asset Management
Netherlands
$101M -$23.9M 1 0.19% Reduced
49
Two Sigma Investments
Two Sigma Investments
New York
$101M +$88.6M 3 0.33% Increased
50
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$94.3M +$4.4M 1 0.21% Increased