← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$96.3M +$5.28M 5 0.14% Increased
52
Russell Investments Group
Russell Investments Group
United Kingdom
$94.7M +$7.17M 3 0.16% Increased
53
Silvercrest Asset Management
Silvercrest Asset Management
New York
$92.3M +$1.51M 2 0.9% Increased
54
Folketrygdfondet
Folketrygdfondet
Norway
$90.3M -$17M 1 2.72% Reduced
55
Two Sigma Investments
Two Sigma Investments
New York
$89.8M -$12.6M 3 0.3% Reduced
56
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$88.4M -$7.22M 1 0.2% Reduced
57
APG Asset Management
APG Asset Management
Netherlands
$86.4M -$17.2M 1 0.17% Reduced
58
Miller Howard Investments
Miller Howard Investments
New York
$84.7M -$1.4M 1 2% Reduced
59
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$83.4M -$8.55M 1 1.56% Reduced
60
Barclays
Barclays
United Kingdom
$81.8M +$26M 5 0.06% Increased
61
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$81.4M -$1.89M 4 0.08% Reduced
62
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$81M -$7.96M 2 0.51% Reduced
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$79.7M +$4.77M 1 0.14% Increased
64
Point72 Asset Management
Point72 Asset Management
Connecticut
$79.7M +$55.4M 1 0.33% Increased
65
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$79.6M -$1.29M 3 0.01% Reduced
66
Baird Financial Group
Baird Financial Group
Wisconsin
$77M +$101K 2 0.54% Increased
67
Regions Financial Corp
Regions Financial Corp
Alabama
$76.2M +$745K 2 0.86% Increased
68
USAA
United Services Automobile Association
Texas
$74.5M -$4.51M 1 0.2% Reduced
69
Two Sigma Advisers
Two Sigma Advisers
New York
$74.4M +$8.51M 4 0.2% Increased
70
Capital Guardian Trust
Capital Guardian Trust
California
$71.4M +$11M 1 1.01% Increased
71
Stifel Financial
Stifel Financial
Missouri
$71.2M +$5.39M 2 0.22% Increased
72
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$69.7M +$1.95M 2 0.11% Increased
73
Jennison Associates
Jennison Associates
New York
$69.4M -$8.98M 1 0.07% Reduced
74
Homestead Advisers
Homestead Advisers
Virginia
$68.7M $0 1 1.03% Maintained
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$68M +$79K 3 0.14% Increased