← 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
Credit Suisse
Credit Suisse
Switzerland
$191M -$196M 2 0% Reduced
52
TD Asset Management
TD Asset Management
Ontario, Canada
$191M +$104M 1 0.19% Increased
53
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M -$3.13M 5 0.17% Reduced
54
AQR Capital Management
AQR Capital Management
Connecticut
$183M -$14M 5 0.32% Reduced
55
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$181M +$67.4M 3 0.47% Increased
56
Victory Capital Management
Victory Capital Management
Texas
$181M -$1.47M 4 0.17% Reduced
57
USS Investment Management
USS Investment Management
United Kingdom
$174M $0 1 1.38% Maintained
58
Eaton Vance Management
Eaton Vance Management
Massachusetts
$169M -$10.4M 6 0.23% Reduced
59
Swedbank
Swedbank
Sweden
$168M +$308K 1 0.32% Increased
60
Eagle Asset Management
Eagle Asset Management
Florida
$163M +$2.19M 2 0.7% Increased
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$146M -$5.18M 3 0.11% Reduced
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$142M -$4.64M 5 0.15% Reduced
63
Westwood Holdings Group
Westwood Holdings Group
Texas
$130M +$32.1M 1 1.32% Increased
64
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$130M +$44.4M 4 0.36% Increased
65
Korea Investment Corp
Korea Investment Corp
South Korea
$129M -$8.31M 1 0.37% Reduced
66
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$128M -$36.9M 1 0.37% Reduced
67
First Trust Advisors
First Trust Advisors
Illinois
$127M +$12M 6 0.14% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$127M +$3.68M 4 0.08% Increased
69
Epoch Investment Partners
Epoch Investment Partners
New York
$125M -$47.6M 1 0.67% Reduced
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M -$6.96M 4 0.07% Reduced
71
Bank of Montreal
Bank of Montreal
Ontario, Canada
$121M +$36.4M 6 0.06% Increased
72
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$120M -$6.67M 1 1.19% Reduced
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$119M -$8.36M 5 0.15% Reduced
74
Ariel Investments
Ariel Investments
Illinois
$119M +$24.1M 1 1.12% Increased
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$118M -$5.32M 5 0.15% Reduced