← 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
$257M +$30.7M 3 0.14% Increased
52
Deutsche Bank
Deutsche Bank
Germany
$249M +$33.2M 6 0.11% Increased
53
Bahl & Gaynor
Bahl & Gaynor
Ohio
$229M -$13.4M 1 1.28% Reduced
54
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$210M -$7.52M 3 0.26% Reduced
55
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$208M -$8.16M 6 0.17% Reduced
56
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$207M +$29.9M 3 0.44% Increased
57
AQR Capital Management
AQR Capital Management
Connecticut
$203M -$11.3M 3 0.37% Reduced
58
Swedbank
Swedbank
Sweden
$181M -$5.56M 1 0.3% Reduced
59
Victory Capital Management
Victory Capital Management
Texas
$174M -$19.4M 3 0.16% Reduced
60
Eaton Vance Management
Eaton Vance Management
Massachusetts
$172M -$22M 6 0.21% Reduced
61
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M +$8.87M 4 0.09% Increased
62
Principal Financial Group
Principal Financial Group
Iowa
$169M +$34.7M 4 0.1% Increased
63
CET
Clean Energy Transition
United Kingdom
$168M +$159M 2 19.46% New
64
Eagle Asset Management
Eagle Asset Management
Florida
$167M -$20.4M 2 0.73% Reduced
65
LPU
Lansdowne Partners (UK)
United Kingdom
$166M -$113M 1 10.08% Reduced
66
First Trust Advisors
First Trust Advisors
Illinois
$166M +$22.8M 6 0.16% Increased
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$162M -$7.66M 2 0.11% Reduced
68
Macquarie Group
Macquarie Group
Australia
$154M -$61.8M 2 0.13% Reduced
69
Ariel Investments
Ariel Investments
Illinois
$149M -$7.12M 1 1.25% Reduced
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$147M -$7.09M 5 0.15% Reduced
71
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$146M -$519K 1 1.35% Reduced
72
Commerce Bank
Commerce Bank
Missouri
$145M +$44.9M 3 0.95% Increased
73
Westwood Holdings Group
Westwood Holdings Group
Texas
$143M +$4.8M 1 1.29% Increased
74
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$142M -$3.64M 2 0.34% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$139M +$2.82M 5 0.16% Increased