← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$94.5M -$5.85M 4 0.16% Reduced
52
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$89.8M -$1.42M 1 1.67% Reduced
53
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$87.4M +$6.65M 1 0.19% Increased
54
Neuberger Berman Group
Neuberger Berman Group
New York
$85.6M -$502K 2 0.11% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$85M +$5.83M 5 0.13% Increased
56
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$83.9M +$4.23M 3 0.01% Increased
57
CIP
Champlain Investment Partners
Vermont
$82.5M +$1.43M 1 0.97% Increased
58
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$79.3M -$2.77M 4 0.08% Reduced
59
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$77.8M -$2.46M 2 0.49% Reduced
60
Homestead Advisers
Homestead Advisers
Virginia
$76.5M $0 1 1.16% Maintained
61
USAA
United Services Automobile Association
Texas
$75.5M +$1.61M 1 0.22% Increased
62
Regions Financial Corp
Regions Financial Corp
Alabama
$72.6M +$365K 2 0.82% Increased
63
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$71.9M -$2.84M 2 0.25% Reduced
64
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$70.3M -$8.82M 1 0.13% Reduced
65
Folketrygdfondet
Folketrygdfondet
Norway
$69M $0 1 2.27% Maintained
66
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$65.7M -$1.25M 3 0.16% Reduced
67
Teachers Advisors
Teachers Advisors
New York
$65.5M -$45.7M 3 0.09% Reduced
68
Credit Suisse
Credit Suisse
Switzerland
$64.5M +$7.01M 4 0.06% Increased
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$63.8M +$903K 3 0.14% Increased
70
Principal Financial Group
Principal Financial Group
Iowa
$63.8M -$749K 3 0.06% Reduced
71
Credit Agricole
Credit Agricole
France
$63.7M -$3.54M 2 0.22% Reduced
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63.5M -$5.14M 3 0.14% Reduced
73
Canada Life
Canada Life
Manitoba, Canada
$63.2M +$4.12M 3 0.16% Increased
74
Barclays
Barclays
United Kingdom
$62.3M +$17.7M 5 0.06% Increased
75
Great Lakes Advisors
Great Lakes Advisors
Illinois
$62.1M +$10M 1 1.46% Increased