← 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
UBS AM
UBS AM
Illinois
$119M +$7.66M 3 0.13% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$118M +$14.2M 5 0.17% Increased
53
SC
Stralem & Co
New York
$113M -$8.17M 1 3.57% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$109M +$4.62M 3 0.17% Increased
55
KeyBank National Association
KeyBank National Association
Ohio
$104M -$785K 3 0.8% Reduced
56
BlackRock
BlackRock
New York
$103M +$13M 3 0.17% Increased
57
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$100M +$64.3M 2 5.87% Increased
58
Citadel Advisors
Citadel Advisors
Florida
$100M +$14.7M 5 0.12% Increased
59
Franklin Resources
Franklin Resources
California
$98.3M -$1.27M 3 0.05% Reduced
60
CRM
Cramer Rosenthal McGlynn
Connecticut
$95.6M +$16.9M 1 0.73% Increased
61
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$94.9M +$5.48M 1 0.27% Increased
62
Eaton Vance Management
Eaton Vance Management
Massachusetts
$94.9M +$19M 1 0.28% Increased
63
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$94.7M -$27.3M 1 2.41% Reduced
64
Charles Schwab
Charles Schwab
California
$94.3M -$18.8M 4 0.17% Reduced
65
RIM
Rainier Investment Management
Washington
$92.3M -$13M 1 1.1% Reduced
66
Fred Alger Management
Fred Alger Management
New York
$89.7M -$20.5M 1 0.44% Reduced
67
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.6M +$25.5M 5 0.14% Increased
68
Teachers Advisors
Teachers Advisors
New York
$83.9M +$4.02M 4 0.18% Increased
69
SCCM
Schafer Cullen Capital Management
New York
$83.5M -$13.8M 1 0.81% Reduced
70
Royce & Associates
Royce & Associates
New York
$80.9M -$2.99M 2 0.24% Reduced
71
ACM
Atlanta Capital Management
Georgia
$79.8M -$1.88M 1 0.55% Reduced
72
Lazard Asset Management
Lazard Asset Management
New York
$78.1M -$5.39M 2 0.17% Reduced
73
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$77.7M -$1.58M 3 0.2% Reduced
74
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$73.7M -$41.7M 1 2.28% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$67.1M +$320K 4 0.18% Increased
1 2
3
4 5