← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$94.3M -$2.63M 2 0.88% Reduced
52
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$90.7M -$1.75M 1 1.64% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$90.4M +$3.07M 5 0.12% Increased
54
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$88.4M +$8.98M 2 0.53% Increased
55
Neuberger Berman Group
Neuberger Berman Group
New York
$87.8M -$416K 2 0.1% Reduced
56
Credit Suisse
Credit Suisse
Switzerland
$86.7M +$20M 4 0.08% Increased
57
Russell Investments Group
Russell Investments Group
United Kingdom
$86.4M -$9.22M 4 0.15% Reduced
58
Baird Financial Group
Baird Financial Group
Wisconsin
$85.2M +$24.9M 2 0.6% Increased
59
Miller Howard Investments
Miller Howard Investments
New York
$85.1M +$24.4M 1 1.85% Increased
60
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$83.6M +$1.55M 4 0.08% Increased
61
Renaissance Technologies
Renaissance Technologies
New York
$82.4M +$32M 5 0.09% Increased
62
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.2M -$3.72M 3 0.01% Reduced
63
USAA
United Services Automobile Association
Texas
$78M +$269K 1 0.21% Increased
64
Jennison Associates
Jennison Associates
New York
$77.3M -$21.7M 1 0.08% Reduced
65
Millennium Management
Millennium Management
New York
$76.4M +$73.6M 4 0.11% Increased
66
Regions Financial Corp
Regions Financial Corp
Alabama
$74.8M +$64.2K 2 0.81% Increased
67
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$74.2M +$1.88M 1 0.13% Increased
68
Homestead Advisers
Homestead Advisers
Virginia
$73.4M $0 1 1.05% Maintained
69
Teachers Advisors
Teachers Advisors
New York
$71.6M +$4.29M 3 0.09% Increased
70
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$71M -$2.91M 2 0.24% Reduced
71
CIP
Champlain Investment Partners
Vermont
$70.9M -$8.4M 1 0.8% Reduced
72
Stifel Financial
Stifel Financial
Missouri
$68.3M +$14.3M 2 0.22% Increased
73
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$67.5M +$2.07M 3 0.14% Increased
74
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$67.2M +$66.1M 2 0.1% New
75
Two Sigma Advisers
Two Sigma Advisers
New York
$67M +$45.4M 4 0.18% Increased