← 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
USS Investment Management
USS Investment Management
United Kingdom
$103M -$29.6M 1 1.08% Reduced
52
Stifel Financial
Stifel Financial
Missouri
$102M +$10.6M 4 0.23% Increased
53
Nordea Investment Management
Nordea Investment Management
Sweden
$100M +$48.1M 1 0.1% Increased
54
Silvercrest Asset Management
Silvercrest Asset Management
New York
$97.7M +$9.29M 2 0.87% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$96.9M -$5.01M 5 0.12% Reduced
56
EIP
Easterly Investment Partners
Massachusetts
$96.3M +$90.4M 1 4.37% Increased
57
Russell Investments Group
Russell Investments Group
United Kingdom
$95.3M +$58.6M 4 0.21% Increased
58
Macquarie Group
Macquarie Group
Australia
$93.4M -$4.04M 3 0.16% Reduced
59
Victory Capital Management
Victory Capital Management
Texas
$91.8M -$26.6M 4 0.12% Reduced
60
Allianz Asset Management
Allianz Asset Management
Germany
$89.1M -$216K 1 0.1% Reduced
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$87.8M -$2.74M 6 0.09% Reduced
62
Bahl & Gaynor
Bahl & Gaynor
Ohio
$85.5M +$2.57M 1 0.64% Increased
63
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.9M -$10.7M 5 0.08% Reduced
64
SSM
Sound Shore Management
Connecticut
$83.5M +$13.2M 1 2.57% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$83M -$3.04M 5 0.14% Reduced
66
Principal Financial Group
Principal Financial Group
Iowa
$82.6M -$1.99M 4 0.07% Reduced
67
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$82.5M +$9.44M 1 1.08% Increased
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$81.8M -$2.07M 5 0.14% Reduced
69
Renaissance Technologies
Renaissance Technologies
New York
$80.4M +$25.5M 5 0.07% Increased
70
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$79.9M +$27.1M 2 0.21% Increased
71
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.9M -$32.5M 5 0.14% Reduced
72
Janus Henderson Group
Janus Henderson Group
$70.6M +$28.7M 3 0.04% Increased
73
SCCM
Schafer Cullen Capital Management
New York
$69.1M +$2.06M 2 1.06% Increased
74
APG Asset Management
APG Asset Management
Netherlands
$65.5M -$12.3M 1 0.12% Reduced
75
Prudential Financial
Prudential Financial
New Jersey
$65.4M +$11.4M 4 0.12% Increased