← 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
Two Sigma Advisers
Two Sigma Advisers
New York
$96.5M +$49.9M 4 0.37% Increased
52
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$94.4M -$7.78M 4 0.07% Reduced
53
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$93.8M -$8.19M 1 0.28% Reduced
54
Swiss National Bank
Swiss National Bank
Switzerland
$87.2M -$479K 3 0.14% Reduced
55
Silvercrest Asset Management
Silvercrest Asset Management
New York
$82.5M +$1.22M 2 0.92% Increased
56
Two Sigma Investments
Two Sigma Investments
New York
$78.1M +$9.44M 2 0.3% Increased
57
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$77.3M +$42.4M 2 0.07% Increased
58
SCCM
Schafer Cullen Capital Management
New York
$76.2M -$9.65M 2 1.03% Reduced
59
USSCPF
United States Steel & Carnegie Pension Fund
New York
$75.5M $0 1 2.24% Maintained
60
USAA
United Services Automobile Association
Texas
$75M -$18.9M 1 0.25% Reduced
61
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$73.4M -$10.4M 1 0.15% Reduced
62
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$72.2M +$3.82M 2 0.46% Increased
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$72.1M -$3.34M 5 0.12% Reduced
64
First Trust Advisors
First Trust Advisors
Illinois
$71M +$17.1M 5 0.21% Increased
65
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$70.9M -$19.7M 2 0.01% Reduced
66
BlackRock Investment Management
BlackRock Investment Management
Delaware
$70.9M +$4.75M 4 0.08% Increased
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$70.6M -$1.17M 4 0.08% Reduced
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$69M -$1.73M 4 0.14% Reduced
69
APG Asset Management
APG Asset Management
Netherlands
$68.8M -$472K 1 0.13% Reduced
70
VFA
Virtus Fund Advisers
Connecticut
$67.8M +$66.2M 1 0.57% Increased
71
BlackRock
BlackRock
New York
$66.9M -$938K 4 0.09% Reduced
72
Principal Financial Group
Principal Financial Group
Iowa
$66.4M +$6.8M 3 0.08% Increased
73
Regions Financial Corp
Regions Financial Corp
Alabama
$65.3M +$2.78M 1 0.8% Increased
74
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.9M +$3.11M 5 0.09% Increased
75
Homestead Advisers
Homestead Advisers
Virginia
$63.3M $0 1 1% Maintained