← 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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$107M +$111M 1 1.24% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$99.3M +$8.93M 6 0.14% Increased
53
SCCM
Schafer Cullen Capital Management
New York
$98.7M -$8.12M 2 1.27% Reduced
54
Teachers Advisors
Teachers Advisors
New York
$96.8M +$2.7M 4 0.12% Increased
55
AllianceBernstein
AllianceBernstein
Tennessee
$96.3M -$162M 4 0.07% Reduced
56
Silvercrest Asset Management
Silvercrest Asset Management
New York
$96.1M +$1.96M 2 0.9% Increased
57
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$93.1M +$15.7M 1 1.67% Increased
58
LSV Asset Management
LSV Asset Management
Illinois
$92.7M +$94.4M 1 0.14% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$92.5M -$3.54M 5 0.09% Reduced
60
Macquarie Group
Macquarie Group
Australia
$91.2M -$2.56M 5 0.16% Reduced
61
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$90.9M +$8.56M 1 0.21% Increased
62
Barclays
Barclays
United Kingdom
$90.7M +$14.6M 6 0.08% Increased
63
Russell Investments Group
Russell Investments Group
United Kingdom
$85.7M -$4.12M 4 0.18% Reduced
64
D.E. Shaw & Co
D.E. Shaw & Co
New York
$83M +$24.8M 6 0.11% Increased
65
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$81M -$17.8M 1 0.31% Reduced
66
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$80.6M +$15.7M 3 0.12% Increased
67
Miller Howard Investments
Miller Howard Investments
New York
$79.6M +$427K 2 1.91% Increased
68
Stifel Financial
Stifel Financial
Missouri
$78.5M +$12.9M 3 0.24% Increased
69
USAA
United Services Automobile Association
Texas
$78.4M +$9.06M 3 0.21% Increased
70
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$77.1M +$1.14M 5 0.08% Increased
71
OppenheimerFunds
OppenheimerFunds
New York
$75.9M +$24.2M 4 0.09% Increased
72
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$74.6M +$67.9K 1 0.13% Increased
73
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$73.7M +$38.7M 2 0.22% Increased
74
YCMGA
York Capital Management Global Advisors
New York
$73.4M +$76.1M 1 1.79% New
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$72.7M +$8.78M 4 0.15% Increased