← 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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$95.4M +$22.7M 4 0.14% Increased
52
Emerald Acquisition
Emerald Acquisition
Washington
$89.6M +$92M 5 0.16% New
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$88.7M -$1.22M 2 0.18% Reduced
54
USAA
United Services Automobile Association
Texas
$87.9M -$13.2M 1 0.31% Reduced
55
USSCPF
United States Steel & Carnegie Pension Fund
New York
$82.2M $0 1 1.9% Maintained
56
Two Sigma Advisers
Two Sigma Advisers
New York
$80.9M -$45.1M 4 0.41% Reduced
57
Swiss National Bank
Swiss National Bank
Switzerland
$79.3M +$5.19M 3 0.13% Increased
58
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$78.5M +$5.18M 1 0.21% Increased
59
Raymond James & Associates
Raymond James & Associates
Florida
$73.9M +$42.4M 3 0.23% Increased
60
SCCM
Schafer Cullen Capital Management
New York
$73.7M -$980K 2 0.89% Reduced
61
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$72.8M -$3.19M 1 0.16% Reduced
62
Two Sigma Investments
Two Sigma Investments
New York
$71.7M -$45.8M 3 0.31% Reduced
63
BlackRock Investment Management
BlackRock Investment Management
Delaware
$69.5M +$886K 4 0.09% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$69M -$1.51M 5 0.11% Reduced
65
Silvercrest Asset Management
Silvercrest Asset Management
New York
$69M +$6.11M 2 0.88% Increased
66
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$67.8M -$4.1M 5 0.08% Reduced
67
Credit Suisse
Credit Suisse
Switzerland
$67.7M +$11.2M 4 0.08% Increased
68
Första AP-fonden
Första AP-fonden
Sweden
$67.6M +$69.5M 1 1.96% New
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$62.7M -$1.24M 4 0.13% Reduced
70
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$62.2M -$23.4M 2 0.42% Reduced
71
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61M -$42.8M 5 0.09% Reduced
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$60.5M +$517K 3 0.16% Increased
73
Homestead Advisers
Homestead Advisers
Virginia
$59.6M $0 1 1.02% Maintained
74
Federated Hermes
Federated Hermes
Pennsylvania
$58.7M +$17.9M 1 0.17% Increased
75
BlackRock
BlackRock
New York
$58.4M +$7.3M 4 0.09% Increased