← 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
APG Asset Management
APG Asset Management
Netherlands
$89.4M +$9.12M 1 0.16% Increased
52
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$89.2M +$10.1M 3 0.27% Increased
53
CBT
Capital Bank & Trust
California
$89M +$87.2M 1 1.17% New
54
Silvercrest Asset Management
Silvercrest Asset Management
New York
$88.8M -$1.6M 2 0.95% Reduced
55
PointState Capital
PointState Capital
New York
$87.6M +$52.8M 1 0.95% Increased
56
Neuberger Berman Group
Neuberger Berman Group
New York
$87.3M -$35.4M 2 0.11% Reduced
57
AQR Capital Management
AQR Capital Management
Connecticut
$84.5M -$18.6M 3 0.11% Reduced
58
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$83M +$3.87M 5 0.09% Increased
59
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$81.9M -$3.7M 2 0.52% Reduced
60
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$81.7M +$9.89M 1 0.18% Increased
61
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$80.4M +$1.3M 1 0.16% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$79.9M +$1.74M 5 0.13% Increased
63
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$78.8M -$1.51M 2 0.01% Reduced
64
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$75.7M +$72.2M 2 0.31% Increased
65
Millennium Management
Millennium Management
New York
$75M +$65.1M 5 0.13% Increased
66
USAA
United Services Automobile Association
Texas
$74.9M -$2.41M 1 0.23% Reduced
67
Federated Hermes
Federated Hermes
Pennsylvania
$73.8M -$1.59M 1 0.21% Reduced
68
Regions Financial Corp
Regions Financial Corp
Alabama
$73.2M -$3.32M 2 0.86% Reduced
69
VFA
Virtus Fund Advisers
Connecticut
$71.6M -$6.48M 1 0.71% Reduced
70
American Century Companies
American Century Companies
Missouri
$70M +$13.4M 1 0.07% Increased
71
Folketrygdfondet
Folketrygdfondet
Norway
$69.4M +$19.9M 1 2.72% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$69.3M -$6.71M 3 0.15% Reduced
73
CIP
Champlain Investment Partners
Vermont
$69.1M +$13M 1 0.85% Increased
74
Credit Agricole
Credit Agricole
France
$67.5M +$35.1M 2 0.22% Increased
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$67.1M -$1.87M 3 0.17% Reduced