← 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
USAA
United Services Automobile Association
Texas
$106M +$683K 1 0.38% Increased
52
Russell Frank Company
Russell Frank Company
Washington
$103M -$12.4M 5 0.18% Reduced
53
UBS Group
UBS Group
Switzerland
$102M -$41.5M 5 0.07% Reduced
54
UBS AM
UBS AM
Illinois
$97.1M +$7.65M 2 0.11% Increased
55
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$93.1M +$22.2M 2 0.19% Increased
56
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$89M +$4.18M 2 0.58% Increased
57
USSCPF
United States Steel & Carnegie Pension Fund
New York
$86.1M $0 1 1.99% Maintained
58
American Century Companies
American Century Companies
Missouri
$83.1M +$8M 1 0.1% Increased
59
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$80.7M -$28M 3 0.06% Reduced
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$79.5M +$1.37M 1 0.18% Increased
61
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$76.9M -$90.8K 2 0.22% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$76.6M -$82.9K 3 0.12% Reduced
63
SCM
Snow Capital Management
Pennsylvania
$76.1M -$9.68M 1 3.35% Reduced
64
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$74.4M -$3.28M 5 0.09% Reduced
65
Swiss National Bank
Swiss National Bank
Switzerland
$74.2M +$19.9M 3 0.14% Increased
66
SCCM
Schafer Cullen Capital Management
New York
$73.5M -$1.21M 2 0.9% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$73.1M -$1.57M 5 0.12% Reduced
68
BlackRock Investment Management
BlackRock Investment Management
Delaware
$71M -$5.01M 4 0.09% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$66.5M +$7.36M 3 0.14% Increased
70
Fred Alger Management
Fred Alger Management
New York
$64.4M +$56.8M 1 0.33% New
71
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$62.3M +$391K 3 0.16% Increased
72
Silvercrest Asset Management
Silvercrest Asset Management
New York
$61.4M +$4.47M 2 0.85% Increased
73
Miller Howard Investments
Miller Howard Investments
New York
$60.6M +$1.84M 1 1.12% Increased
74
Credit Suisse
Credit Suisse
Switzerland
$58.7M -$26.4M 3 0.07% Reduced
75
STRS Ohio
STRS Ohio
Ohio
$56.6M -$15.2M 1 0.25% Reduced