← 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
Franklin Resources
Franklin Resources
California
$103M -$5.09M 2 0.07% Reduced
52
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$103M -$8.89M 5 0.13% Reduced
53
Credit Suisse
Credit Suisse
Switzerland
$102M -$10.4M 4 0.09% Reduced
54
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.2M +$54.2M 4 0.28% Increased
55
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$97.3M +$42.8M 2 0.32% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$90.8M -$2.62M 5 0.14% Reduced
57
LPU
Lansdowne Partners (UK)
United Kingdom
$85M +$45.2M 1 4.71% Increased
58
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.9M +$21.2M 5 0.1% Increased
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$80.6M -$5.55M 6 0.1% Reduced
60
Allianz Asset Management
Allianz Asset Management
Germany
$79.3M -$64.2M 1 0.11% Reduced
61
Stifel Financial
Stifel Financial
Missouri
$77.3M -$26.8M 3 0.21% Reduced
62
APG Asset Management
APG Asset Management
Netherlands
$76.9M +$25.1M 1 0.15% Increased
63
Macquarie Group
Macquarie Group
Australia
$76.8M -$7.72M 3 0.16% Reduced
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$76.6M +$6.87M 5 0.16% Increased
65
Silvercrest Asset Management
Silvercrest Asset Management
New York
$76.3M +$997K 2 0.82% Increased
66
Principal Financial Group
Principal Financial Group
Iowa
$75.4M +$4.44M 4 0.08% Increased
67
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$74.6M -$329K 5 0.16% Reduced
68
Bahl & Gaynor
Bahl & Gaynor
Ohio
$73.5M +$34.9M 1 0.64% Increased
69
Regions Financial Corp
Regions Financial Corp
Alabama
$65.8M -$848K 2 0.88% Reduced
70
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$65.6M +$11.9M 1 0.96% Increased
71
Panagora Asset Management
Panagora Asset Management
Massachusetts
$63.7M -$11M 4 0.45% Reduced
72
SSM
Sound Shore Management
Connecticut
$61.7M -$50.9M 1 2.15% Reduced
73
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$58.6M -$7.85M 3 0.1% Reduced
74
Aperio Group
Aperio Group
California
$54.3M +$3.61M 4 0.24% Increased
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$54.1M -$3.5M 4 0.16% Reduced