← 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
Credit Suisse
Credit Suisse
Switzerland
$101M +$3.72M 5 0.09% Increased
52
Neuberger Berman Group
Neuberger Berman Group
New York
$96.3M +$1.43M 3 0.12% Increased
53
Macquarie Group
Macquarie Group
Australia
$95.3M -$1.94M 3 0.16% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$94.1M +$11M 6 0.09% Increased
55
PGGM Investments
PGGM Investments
Netherlands
$91.1M $0 1 0.43% Maintained
56
Panagora Asset Management
Panagora Asset Management
Massachusetts
$89.1M -$599K 3 0.41% Reduced
57
Silvercrest Asset Management
Silvercrest Asset Management
New York
$87.8M -$89K 2 0.72% Reduced
58
Renaissance Technologies
Renaissance Technologies
New York
$86.1M -$16.3M 6 0.07% Reduced
59
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$83.9M -$324K 1 0.34% Reduced
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$77.4M -$2.62M 5 0.14% Reduced
61
Miller Howard Investments
Miller Howard Investments
New York
$75.6M -$5.37M 2 2.36% Reduced
62
Regions Financial Corp
Regions Financial Corp
Alabama
$74.7M +$1.33M 2 0.83% Increased
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$72.2M +$145K 5 0.14% Increased
64
SCCM
Schafer Cullen Capital Management
New York
$71M -$3.53M 2 0.86% Reduced
65
Principal Financial Group
Principal Financial Group
Iowa
$68.9M +$4.49M 4 0.06% Increased
66
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$68.5M +$14M 1 0.83% Increased
67
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$66.9M +$340K 1 1.03% Increased
68
Bank of Montreal
Bank of Montreal
Ontario, Canada
$66.7M +$4.67M 6 0.06% Increased
69
Baird Financial Group
Baird Financial Group
Wisconsin
$65.7M +$1.02M 3 0.26% Increased
70
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$65.6M +$741K 1 0.14% Increased
71
D.E. Shaw & Co
D.E. Shaw & Co
New York
$64.2M -$9.31M 5 0.08% Reduced
72
Prudential Financial
Prudential Financial
New Jersey
$64.2M +$16.6M 4 0.1% Increased
73
Adage Capital Partners
Adage Capital Partners
Massachusetts
$64M +$38.9M 1 0.16% Increased
74
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$63.1M -$10.5M 1 1.43% Reduced
75
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.7M +$5.2M 5 0.07% Increased