← 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
Citadel Advisors
Citadel Advisors
Florida
$121M -$13.2M 7 0.03% Reduced
52
USS Investment Management
USS Investment Management
United Kingdom
$121M $0 1 1.16% Maintained
53
Russell Investments Group
Russell Investments Group
United Kingdom
$117M +$8.9M 5 0.25% Increased
54
Janus Henderson Group
Janus Henderson Group
$115M +$34.7M 3 0.06% Increased
55
Stifel Financial
Stifel Financial
Missouri
$115M -$1.9M 4 0.24% Reduced
56
Prudential Financial
Prudential Financial
New Jersey
$110M +$38.1M 4 0.2% Increased
57
Silvercrest Asset Management
Silvercrest Asset Management
New York
$108M -$460K 2 0.92% Reduced
58
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$107M -$12.5M 3 0.01% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$105M -$6.64M 5 0.13% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$103M +$2.43M 6 0.09% Increased
61
Trian Fund Management
Trian Fund Management
New York
$103M -$123M 1 1.7% Reduced
62
EIP
Easterly Investment Partners
Massachusetts
$102M -$9.43M 2 4.06% Reduced
63
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M +$3.52M 5 0.09% Increased
64
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$96.4M +$13.8M 6 0.15% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$96.3M +$2.03M 5 0.15% Increased
66
Allianz Asset Management
Allianz Asset Management
Germany
$93.7M -$9.72M 1 0.11% Reduced
67
Principal Financial Group
Principal Financial Group
Iowa
$92.5M +$2.59M 4 0.08% Increased
68
Macquarie Group
Macquarie Group
Australia
$92.2M -$13.8M 3 0.16% Reduced
69
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$89.8M -$3.1M 2 0.22% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$86.5M -$7.71M 6 0.14% Reduced
71
SSM
Sound Shore Management
Connecticut
$85.8M -$11.1M 1 2.68% Reduced
72
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$79M +$1.11M 1 0.99% Increased
73
Korea Investment Corp
Korea Investment Corp
South Korea
$78.5M +$54.3M 1 0.28% Increased
74
Federated Hermes
Federated Hermes
Pennsylvania
$77.2M +$58.1M 3 0.18% Increased
75
First Trust Advisors
First Trust Advisors
Illinois
$76.6M +$9.38M 5 0.12% Increased