← 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
Fred Alger Management
Fred Alger Management
New York
$192M +$6.47M 1 1.04% Increased
52
Credit Suisse
Credit Suisse
Switzerland
$187M -$7.76M 3 0.2% Reduced
53
AMF Tjänstepension
AMF Tjänstepension
Sweden
$186M +$13.9M 2 2.13% Increased
54
Deutsche Bank
Deutsche Bank
Germany
$180M -$10.6M 6 0.1% Reduced
55
Swedbank
Swedbank
Sweden
$166M -$293K 1 0.37% Reduced
56
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$158M -$1.22M 5 0.15% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$157M -$3.57M 2 0.13% Reduced
58
First Trust Advisors
First Trust Advisors
Illinois
$153M -$20M 4 0.18% Reduced
59
Envestnet Asset Management
Envestnet Asset Management
Illinois
$152M +$5.93M 4 0.08% Increased
60
Principal Financial Group
Principal Financial Group
Iowa
$147M -$2.12M 4 0.11% Reduced
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$143M +$7.83M 4 0.19% Increased
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$143M +$4.98M 4 0.2% Increased
63
Ariel Investments
Ariel Investments
Illinois
$140M -$19M 1 1.42% Reduced
64
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$137M -$5.09M 1 1.65% Reduced
65
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$132M -$722K 3 0.34% Reduced
66
Silvercrest Asset Management
Silvercrest Asset Management
New York
$123M +$5.1M 2 0.95% Increased
67
Natixis Advisors
Natixis Advisors
Massachusetts
$123M +$6.36M 3 0.46% Increased
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$119M +$1.56M 4 0.19% Increased
69
Eagle Asset Management
Eagle Asset Management
Florida
$111M +$908K 1 0.68% Increased
70
Westwood Holdings Group
Westwood Holdings Group
Texas
$110M -$26.5M 1 0.97% Reduced
71
Chevy Chase Trust
Chevy Chase Trust
Maryland
$108M +$2.89M 2 0.46% Increased
72
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$99.6M -$7.08M 2 0.26% Reduced
73
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$96.9M -$770K 1 0.89% Reduced
74
Epoch Investment Partners
Epoch Investment Partners
New York
$93.6M -$2.2M 2 0.56% Reduced
75
CET
Clean Energy Transition
United Kingdom
$92.1M -$2.22M 1 14.7% Reduced