← 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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$170M +$71.2M 2 1.66% Increased
52
Bahl & Gaynor
Bahl & Gaynor
Ohio
$169M +$40.8M 1 1.11% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$165M -$27M 6 0.17% Reduced
54
Balyasny Asset Management
Balyasny Asset Management
Illinois
$150M +$166M 2 0.49% Increased
55
Deutsche Bank
Deutsche Bank
Germany
$146M -$17.2M 5 0.08% Reduced
56
First Trust Advisors
First Trust Advisors
Illinois
$144M +$17.1M 4 0.18% Increased
57
Envestnet Asset Management
Envestnet Asset Management
Illinois
$139M +$5.25M 4 0.08% Increased
58
Holocene Advisors
Holocene Advisors
New York
$136M -$44.5M 1 0.82% Reduced
59
Swedbank
Swedbank
Sweden
$133M +$87.7K 1 0.3% Increased
60
Ariel Investments
Ariel Investments
Illinois
$132M +$9.69M 1 1.32% Increased
61
Eaton Vance Management
Eaton Vance Management
Massachusetts
$129M -$558K 3 0.18% Reduced
62
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$128M -$16.8M 5 0.13% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$128M -$1.42M 4 0.09% Reduced
64
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$124M -$8.05M 2 0.32% Reduced
65
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$119M -$161K 1 1.43% Reduced
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$117M +$10.7M 5 0.15% Increased
67
Westwood Holdings Group
Westwood Holdings Group
Texas
$114M +$1.19M 1 1.24% Increased
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$107M +$5.05M 4 0.16% Increased
69
Macquarie Group
Macquarie Group
Australia
$106M -$9.61M 3 0.12% Reduced
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$106M -$7.5M 2 0.1% Reduced
71
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$103M +$5.49M 2 0.3% Increased
72
Millennium Management
Millennium Management
New York
$100M +$61.3M 5 0.06% Increased
73
CET
Clean Energy Transition
United Kingdom
$97.5M -$21.3M 2 18.87% Reduced
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$96.2M -$65K 4 0.15% Reduced
75
AQR Capital Management
AQR Capital Management
Connecticut
$91.1M -$61.2M 4 0.21% Reduced