← 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
51
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$118M -$932K 1 3.31% Reduced
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$116M -$3.72M 5 0.08% Reduced
53
Charles Schwab
Charles Schwab
California
$116M +$3.46M 4 0.22% Increased
54
UBS AM
UBS AM
Illinois
$113M +$7.06M 3 0.13% Increased
55
1832 Asset Management
1832 Asset Management
Ontario, Canada
$112M +$36.8M 2 0.43% Increased
56
Fred Alger Management
Fred Alger Management
New York
$112M -$5.09M 1 0.57% Reduced
57
Macquarie Group
Macquarie Group
Australia
$112M +$667K 2 0.2% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$109M +$16.9M 4 0.16% Increased
59
RIM
Rainier Investment Management
Washington
$107M +$16.4M 1 1.11% Increased
60
KeyBank National Association
KeyBank National Association
Ohio
$106M -$6.55M 3 0.69% Reduced
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$106M -$2.65M 3 0.17% Reduced
62
Eagle Asset Management
Eagle Asset Management
Florida
$104M +$22.9M 1 0.58% Increased
63
Franklin Resources
Franklin Resources
California
$103M -$10.4M 3 0.05% Reduced
64
GE
General Electric
Ohio
$102M +$3.14M 1 0.48% Increased
65
SCCM
Schafer Cullen Capital Management
New York
$100M +$8.87M 1 0.99% Increased
66
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$98.2M -$11.8M 2 2.2% Reduced
67
Royce & Associates
Royce & Associates
New York
$91M -$22.3M 2 0.26% Reduced
68
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$90.5M -$2.01M 1 0.27% Reduced
69
BlackRock
BlackRock
New York
$90.5M +$1.01M 3 0.15% Increased
70
Citadel Advisors
Citadel Advisors
Florida
$86.5M +$25.5M 3 0.11% Increased
71
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$86.5M -$59M 1 0.08% Reduced
72
Victory Capital Management
Victory Capital Management
Texas
$85.3M +$79.8M 1 0.6% New
73
Lazard Asset Management
Lazard Asset Management
New York
$84.7M +$14M 2 0.19% Increased
74
ACM
Atlanta Capital Management
Georgia
$82.8M +$45.3M 1 0.54% Increased
75
Teachers Advisors
Teachers Advisors
New York
$81M +$8.25M 4 0.18% Increased