← 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	Holocene Advisors New York	$212M	-$80M	1	1.11%	Reduced
52	Deutsche Bank Frankfurt Am Main Ge, Germany	$194M	-$25.1M	6	0.09%	Reduced
53	T. Rowe Price Associates Baltimore, Maryland	$190M	+$95.6M	5	0.02%	Increased
54	AQR Capital Management Greenwich, Connecticut	$175M	-$5.87M	3	0.33%	Reduced
55	PNC Financial Services Group Pittsburgh, Pennsylvania	$172M	-$10.2M	5	0.15%	Reduced
56	Envestnet Asset Management Chicago, Illinois	$161M	+$10.7M	4	0.08%	Increased
57	Swedbank Stockholm, Sweden	$160M	-$502K	1	0.3%	Reduced
58	Bahl & Gaynor Cincinnati, Ohio	$160M	-$43.1M	1	1.17%	Reduced
59	Mirae Asset Global Investments Seoul, South Korea	$157M	-$21.7M	3	0.33%	Reduced
60	Eaton Vance Management Boston, Massachusetts	$155M	+$3.6M	4	0.18%	Increased
61	First Trust Advisors Wheaton, Illinois	$153M	+$8.84M	5	0.16%	Increased
62	Principal Financial Group Des Moines, Iowa	$149M	-$2.94M	4	0.09%	Reduced
63	Arrowstreet Capital Boston, Massachusetts	$143M	-$42.1M	4	0.18%	Reduced
64	Commerce Bank Kansas City, Missouri	$137M	+$7.6M	3	0.94%	Increased
65	Ariel Investments Chicago, Illinois	$136M	+$281K	1	1.21%	Increased
66	Westwood Holdings Group Dallas, Texas	$136M	+$10.4M	1	1.26%	Increased
67	California Public Employees Retirement System Sacramento, California	$135M	-$8.9M	2	0.1%	Reduced
68	CET Clean Energy Transition London, United Kingdom	$133M	-$18.1M	2	22.71%	Reduced
69	Mairs & Power Inc St Paul, Minnesota	$133M	-$872K	1	1.34%	Reduced
70	Macquarie Group Sydney, NSW 2000, Australia	$131M	-$8.42M	3	0.1%	Reduced
71	New York State Common Retirement Fund Albany, New York	$129M	-$440K	5	0.14%	Reduced
72	AMF Tjänstepension Stockholm, Sweden	$126M	+$69.2M	1	0.93%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$122M	+$3.19M	5	0.16%	Increased
74	DekaBank Deutsche Girozentrale Frankfurt, Germany	$121M	-$7.48M	1	0.3%	Reduced
75	Korea Investment Corp Seoul, South Korea	$120M	-$1.64M	1	0.3%	Reduced