← 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
Raymond James & Associates
Raymond James & Associates
Florida
$101M +$19M 3 0.28% Increased
52
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$100M +$51.1M 1 0.31% Increased
53
Emerald Acquisition
Emerald Acquisition
Washington
$93.6M -$5.86M 5 0.18% Reduced
54
USAA
United Services Automobile Association
Texas
$92.4M -$4.23M 1 0.31% Reduced
55
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$91.6M +$4.96M 2 0.23% Increased
56
SCCM
Schafer Cullen Capital Management
New York
$91.5M +$7.57M 2 1.1% Increased
57
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$89.9M -$17.3M 2 0.02% Reduced
58
Swiss National Bank
Swiss National Bank
Switzerland
$86.1M -$1.16M 3 0.14% Reduced
59
Silvercrest Asset Management
Silvercrest Asset Management
New York
$83.7M +$6.48M 2 1.01% Increased
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$82.3M +$2.19M 1 0.17% Increased
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$74.2M -$1.61M 5 0.12% Reduced
62
USSCPF
United States Steel & Carnegie Pension Fund
New York
$73.9M -$16.3M 1 2.18% Reduced
63
APG Asset Management
APG Asset Management
Netherlands
$71.6M +$11.2M 1 0.13% Increased
64
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$71.2M -$3.6M 4 0.08% Reduced
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$69.5M +$568K 4 0.14% Increased
66
Two Sigma Investments
Two Sigma Investments
New York
$67.1M -$11.3M 2 0.24% Reduced
67
Homestead Advisers
Homestead Advisers
Virginia
$66.9M $0 1 1.11% Maintained
68
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$66.9M -$1.49M 2 0.44% Reduced
69
Första AP-fonden
Första AP-fonden
Sweden
$66.6M -$7.59M 1 1.85% Reduced
70
BlackRock
BlackRock
New York
$66.5M +$2.19M 5 0.1% Increased
71
BlackRock Investment Management
BlackRock Investment Management
Delaware
$65.2M -$11M 4 0.08% Reduced
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$63M -$3.51M 3 0.17% Reduced
73
Regions Financial Corp
Regions Financial Corp
Alabama
$61.2M +$6.03M 1 0.79% Increased
74
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.8M -$6.32M 5 0.09% Reduced
75
Federated Hermes
Federated Hermes
Pennsylvania
$59.7M -$4.83M 1 0.17% Reduced