← 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
$165M -$8.59M 4 0.18% Reduced
52
Deutsche Bank
Deutsche Bank
Germany
$162M +$7.81M 6 0.1% Increased
53
Fred Alger Management
Fred Alger Management
New York
$157M -$51.4M 1 0.8% Reduced
54
First Trust Advisors
First Trust Advisors
Illinois
$147M +$2.37M 4 0.19% Increased
55
AMF Tjänstepension
AMF Tjänstepension
Sweden
$144M -$35.2M 2 1.71% Reduced
56
Eaton Vance Management
Eaton Vance Management
Massachusetts
$144M +$8.42M 3 0.21% Increased
57
Swedbank
Swedbank
Sweden
$141M +$979K 1 0.34% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$136M +$26M 2 0.13% Increased
59
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$135M +$138K 5 0.14% Increased
60
Ariel Investments
Ariel Investments
Illinois
$132M -$1.57M 1 1.44% Reduced
61
Adage Capital Partners
Adage Capital Partners
Massachusetts
$124M +$83.8M 1 0.31% Increased
62
Principal Financial Group
Principal Financial Group
Iowa
$124M -$8.43M 4 0.1% Reduced
63
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M -$22.4M 4 0.07% Reduced
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$117M -$6.86M 4 0.17% Reduced
65
Westwood Holdings Group
Westwood Holdings Group
Texas
$117M -$4.06M 1 1.38% Reduced
66
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$117M -$4.05M 1 1.47% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$114M +$1.86M 4 0.17% Increased
68
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$109M -$25M 2 0.29% Reduced
69
Macquarie Group
Macquarie Group
Australia
$106M -$3.66M 2 0.13% Reduced
70
Millennium Management
Millennium Management
New York
$103M -$607K 6 0.06% Reduced
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$99.6M -$1.8M 4 0.17% Reduced
72
Natixis Advisors
Natixis Advisors
Massachusetts
$98M +$7.91M 3 0.41% Increased
73
Silvercrest Asset Management
Silvercrest Asset Management
New York
$97.3M +$7.81M 2 0.8% Increased
74
Eagle Asset Management
Eagle Asset Management
Florida
$93.2M +$9.11M 1 0.61% Increased
75
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$90.9M -$19M 2 0.27% Reduced