← 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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$136M +$8.06M 6 0.13% Increased
52
Credit Suisse
Credit Suisse
Switzerland
$136M +$19.9M 5 0.1% Increased
53
Swiss National Bank
Swiss National Bank
Switzerland
$136M -$6.56M 4 0.14% Reduced
54
SSM
Sound Shore Management
Connecticut
$128M -$130M 1 2.98% Reduced
55
Stifel Financial
Stifel Financial
Missouri
$127M +$770K 3 0.27% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$115M -$4.97M 5 0.14% Reduced
57
Macquarie Group
Macquarie Group
Australia
$114M -$1.51M 3 0.16% Reduced
58
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$111M +$14.1M 1 0.38% Increased
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$107M -$538K 6 0.1% Reduced
60
Silvercrest Asset Management
Silvercrest Asset Management
New York
$102M +$3.96M 2 0.79% Increased
61
Principal Financial Group
Principal Financial Group
Iowa
$96.8M +$16.4M 4 0.08% Increased
62
Barclays
Barclays
United Kingdom
$94.8M +$26.1M 6 0.05% Increased
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$93.1M +$10.2M 5 0.16% Increased
64
Adage Capital Partners
Adage Capital Partners
Massachusetts
$92.1M +$17.6M 2 0.23% Increased
65
Two Sigma Investments
Two Sigma Investments
New York
$91.8M +$43.3M 4 0.28% Increased
66
Panagora Asset Management
Panagora Asset Management
Massachusetts
$90.6M -$10.4M 4 0.41% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$89.7M +$1.38M 5 0.15% Increased
68
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$86.4M +$6.32M 1 0.98% Increased
69
Citigroup
Citigroup
New York
$85.5M +$15.2M 6 0.06% Increased
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.5M +$10.4M 5 0.09% Increased
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$82.8M +$22.1M 2 0.21% Increased
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
$81.4M +$4.7M 6 0.06% Increased
73
Regions Financial Corp
Regions Financial Corp
Alabama
$81.3M -$3.65M 2 0.85% Reduced
74
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$81.3M +$34.6M 3 0.1% Increased
75
SCCM
Schafer Cullen Capital Management
New York
$80.3M -$4.4M 2 0.94% Reduced