← 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
$141M -$644K 1 1.28% Reduced
52
Stifel Financial
Stifel Financial
Missouri
$137M +$3.46M 4 0.25% Increased
53
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$130M -$21.9M 1 0.49% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$128M +$4.57M 5 0.1% Increased
55
Adage Capital Partners
Adage Capital Partners
Massachusetts
$127M +$91M 2 0.28% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$122M -$2.01M 5 0.14% Reduced
57
Prudential Financial
Prudential Financial
New Jersey
$117M -$15.9M 4 0.2% Reduced
58
Envestnet Asset Management
Envestnet Asset Management
Illinois
$115M -$3.44M 5 0.09% Reduced
59
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$113M -$61.4M 1 1.24% Reduced
60
Korea Investment Corp
Korea Investment Corp
South Korea
$111M +$17.1M 1 0.33% Increased
61
Silvercrest Asset Management
Silvercrest Asset Management
New York
$109M -$22M 2 0.8% Reduced
62
Principal Financial Group
Principal Financial Group
Iowa
$107M -$5.42M 4 0.08% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$106M -$7.91M 5 0.15% Reduced
64
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$106M +$1.38M 1 1.17% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$105M +$977K 6 0.14% Increased
66
Millennium Management
Millennium Management
New York
$94.6M +$51.1M 5 0.07% Increased
67
Federated Hermes
Federated Hermes
Pennsylvania
$91.2M -$1.6M 3 0.19% Reduced
68
Allianz Asset Management
Allianz Asset Management
Germany
$89.8M -$19.3M 1 0.09% Reduced
69
First Trust Advisors
First Trust Advisors
Illinois
$88.2M +$109K 5 0.12% Increased
70
Bank of Montreal
Bank of Montreal
Ontario, Canada
$88M +$5.97M 6 0.06% Increased
71
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$86.1M -$38.7M 3 0.01% Reduced
72
Russell Investments Group
Russell Investments Group
United Kingdom
$85.2M -$54M 4 0.17% Reduced
73
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$83.1M -$29.1M 5 0.12% Reduced
74
Westwood Holdings Group
Westwood Holdings Group
Texas
$79M -$7.82M 1 0.91% Reduced
75
Citigroup
Citigroup
New York
$77.6M +$12.4M 6 0.05% Increased