← 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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$189M +$105M 2 0.68% Increased
52
Swedbank
Swedbank
Sweden
$181M -$605K 1 0.36% Reduced
53
Deutsche Bank
Deutsche Bank
Germany
$178M -$18.5M 5 0.1% Reduced
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M +$5.58M 4 0.08% Increased
55
Principal Financial Group
Principal Financial Group
Iowa
$172M +$8.86M 4 0.12% Increased
56
First Trust Advisors
First Trust Advisors
Illinois
$170M -$553K 5 0.2% Reduced
57
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$165M -$7.28M 5 0.14% Reduced
58
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$160M +$12.9M 3 0.37% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$158M +$905K 4 0.2% Increased
60
Eagle Asset Management
Eagle Asset Management
Florida
$158M +$36.1M 2 0.92% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$153M -$3.49M 4 0.21% Reduced
62
AMF Tjänstepension
AMF Tjänstepension
Sweden
$149M -$53.8M 2 1.53% Reduced
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$149M -$22.3M 2 0.13% Reduced
64
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$148M -$5.04M 1 1.7% Reduced
65
Ariel Investments
Ariel Investments
Illinois
$143M -$13.1M 1 1.38% Reduced
66
Chevy Chase Trust
Chevy Chase Trust
Maryland
$141M +$20M 2 0.56% Increased
67
Natixis Advisors
Natixis Advisors
Massachusetts
$137M +$2.44M 3 0.47% Increased
68
Silvercrest Asset Management
Silvercrest Asset Management
New York
$137M -$3.31M 2 1.04% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$129M -$1.37M 4 0.19% Reduced
70
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$123M +$64.4M 5 0.16% Increased
71
CET
Clean Energy Transition
United Kingdom
$113M +$10.4M 1 10.18% Increased
72
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$108M -$329K 1 1.21% Reduced
73
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$107M +$62.6K 2 0.27% Increased
74
Fred Alger Management
Fred Alger Management
New York
$106M -$100M 1 0.57% Reduced
75
Citadel Advisors
Citadel Advisors
Florida
$99.4M -$210M 6 0.02% Reduced