← 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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$189M +$107M 3 0.24% Increased
52
Macquarie Group
Macquarie Group
Australia
$188M -$76.8M 2 0.16% Reduced
53
TD Asset Management
TD Asset Management
Ontario, Canada
$187M +$7.26M 1 0.19% Increased
54
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$187M -$2.5M 6 0.17% Reduced
55
AQR Capital Management
AQR Capital Management
Connecticut
$186M -$906K 3 0.34% Reduced
56
Deutsche Bank
Deutsche Bank
Germany
$186M -$7.5M 6 0.09% Reduced
57
Eaton Vance Management
Eaton Vance Management
Massachusetts
$168M -$1.53M 6 0.23% Reduced
58
Victory Capital Management
Victory Capital Management
Texas
$168M -$15.7M 4 0.16% Reduced
59
Eagle Asset Management
Eagle Asset Management
Florida
$164M -$175K 2 0.74% Reduced
60
Swedbank
Swedbank
Sweden
$163M -$7.51M 1 0.3% Reduced
61
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$152M +$24.9M 4 0.38% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$147M -$334K 2 0.11% Reduced
63
Allianz Asset Management
Allianz Asset Management
Germany
$146M +$42.4M 3 0.11% Increased
64
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M +$19.9M 4 0.08% Increased
65
Fred Alger Management
Fred Alger Management
New York
$136M +$49.5M 1 0.32% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$134M -$10.3M 5 0.14% Reduced
67
Ariel Investments
Ariel Investments
Illinois
$133M +$10.3M 1 1.22% Increased
68
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$130M -$4.67M 2 0.36% Reduced
69
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M +$2.09M 4 0.06% Increased
70
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$125M +$182K 1 1.25% Increased
71
First Trust Advisors
First Trust Advisors
Illinois
$125M -$1.25M 5 0.13% Reduced
72
Korea Investment Corp
Korea Investment Corp
South Korea
$124M -$6.04M 1 0.37% Reduced
73
Westwood Holdings Group
Westwood Holdings Group
Texas
$120M -$12M 1 1.3% Reduced
74
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$119M +$7.41M 2 1.63% Increased
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$117M -$3.28M 5 0.15% Reduced