← 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
Russell Frank Company
Russell Frank Company
Washington
$119M -$8.84M 5 0.21% Reduced
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$116M -$8.42M 5 0.16% Reduced
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$113M +$371K 3 0.17% Increased
54
Adage Capital Partners
Adage Capital Partners
Massachusetts
$109M +$50.6M 1 0.28% Increased
55
SC
Stralem & Co
New York
$106M -$10.2M 1 3.6% Reduced
56
American Century Companies
American Century Companies
Missouri
$103M -$22.4M 2 0.12% Reduced
57
Charles Schwab
Charles Schwab
California
$102M +$3.86M 3 0.17% Increased
58
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$101M -$204K 2 5.38% Reduced
59
Eaton Vance Management
Eaton Vance Management
Massachusetts
$98.8M +$1.3M 1 0.29% Increased
60
Franklin Resources
Franklin Resources
California
$96.7M +$1.82M 3 0.04% Increased
61
KeyBank National Association
KeyBank National Association
Ohio
$91.7M -$14.3M 3 0.61% Reduced
62
STRS Ohio
STRS Ohio
Ohio
$90.4M +$44.1M 2 0.4% Increased
63
Putnam Investments
Putnam Investments
Massachusetts
$89.2M +$31.8M 2 0.19% Increased
64
CRM
Cramer Rosenthal McGlynn
Connecticut
$88.9M -$8.97M 1 0.72% Reduced
65
BlackRock
BlackRock
New York
$88.6M -$16.1M 3 0.13% Reduced
66
Teachers Advisors
Teachers Advisors
New York
$87.2M +$686K 4 0.18% Increased
67
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$86.8M -$10.3M 1 0.25% Reduced
68
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$85.5M -$11.4M 1 2.23% Reduced
69
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$83.1M +$61.2M 1 0.28% Increased
70
Lazard Asset Management
Lazard Asset Management
New York
$82.6M +$2.22M 1 0.17% Increased
71
Prudential Financial
Prudential Financial
New Jersey
$80.4M +$12.9M 4 0.14% Increased
72
ACM
Atlanta Capital Management
Georgia
$79.7M -$2.15M 1 0.54% Reduced
73
AllianceBernstein
AllianceBernstein
Tennessee
$78.8M -$310M 4 0.07% Reduced
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$78.1M -$2.68M 3 0.2% Reduced
75
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$76.2M +$488K 1 2.24% Increased