← 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
$163M $0 1 1.4% Maintained
52
Epoch Investment Partners
Epoch Investment Partners
New York
$162M -$63.6M 1 0.76% Reduced
53
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$160M +$3.2M 2 0.53% Increased
54
Swedbank
Swedbank
Sweden
$157M +$146M 1 0.33% New
55
Eagle Asset Management
Eagle Asset Management
Florida
$151M +$114M 2 0.67% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$141M -$6.23M 5 0.11% Reduced
57
LPU
Lansdowne Partners (UK)
United Kingdom
$137M +$44.9M 1 4.45% Increased
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$137M -$4.51M 5 0.15% Reduced
59
Millennium Management
Millennium Management
New York
$136M +$26.2M 5 0.1% Increased
60
Holocene Advisors
Holocene Advisors
New York
$131M +$38.7M 1 0.82% Increased
61
Korea Investment Corp
Korea Investment Corp
South Korea
$128M +$1.1M 1 0.41% Increased
62
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M -$11.3M 5 0.08% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$119M -$2.53M 5 0.16% Reduced
64
Russell Investments Group
Russell Investments Group
United Kingdom
$116M +$13.6M 4 0.2% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$115M -$5.54M 5 0.16% Reduced
66
Principal Financial Group
Principal Financial Group
Iowa
$114M -$10.8M 4 0.08% Reduced
67
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$114M -$11.9M 1 1.19% Reduced
68
Silvercrest Asset Management
Silvercrest Asset Management
New York
$111M -$17.4M 2 0.75% Reduced
69
First Trust Advisors
First Trust Advisors
Illinois
$106M +$9.65M 6 0.13% Increased
70
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$105M +$37.6M 3 0.34% Increased
71
Prudential Financial
Prudential Financial
New Jersey
$96.3M -$37.3M 4 0.14% Reduced
72
Citadel Advisors
Citadel Advisors
Florida
$93.5M -$140M 6 0.02% Reduced
73
Citigroup
Citigroup
New York
$93.4M +$5.7M 6 0.06% Increased
74
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$93M -$5.74M 4 0.01% Reduced
75
D.E. Shaw & Co
D.E. Shaw & Co
New York
$92.3M +$9.24M 4 0.09% Increased