← 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
Deutsche Bank
Deutsche Bank
Germany
$208M -$936K 4 0.11% Reduced
52
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$203M +$11.1M 2 0.43% Increased
53
Principal Financial Group
Principal Financial Group
Iowa
$200M -$3.66M 4 0.14% Reduced
54
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$192M -$1.51M 5 0.16% Reduced
55
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$186M -$1.03M 6 0.21% Reduced
56
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$176M -$1.14M 1 1.92% Reduced
57
Barclays
Barclays
United Kingdom
$172M +$66M 6 0.11% Increased
58
Envestnet Asset Management
Envestnet Asset Management
Illinois
$170M -$27.1M 3 0.08% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$170M -$8.76M 4 0.22% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$168M -$6.79M 2 0.14% Reduced
61
Silvercrest Asset Management
Silvercrest Asset Management
New York
$161M +$1.12M 2 1.15% Increased
62
Natixis Advisors
Natixis Advisors
Massachusetts
$156M -$4.14M 3 0.48% Reduced
63
Eagle Asset Management
Eagle Asset Management
Florida
$153M -$28.9M 3 0.85% Reduced
64
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$147M +$17.5M 2 0.33% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$145M -$5.83M 4 0.21% Reduced
66
First Trust Advisors
First Trust Advisors
Illinois
$144M -$48.9M 5 0.16% Reduced
67
Lazard Asset Management
Lazard Asset Management
New York
$137M -$107M 4 0.17% Reduced
68
Ariel Investments
Ariel Investments
Illinois
$136M -$30.9M 1 1.29% Reduced
69
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$134M +$3.34M 1 1.19% Increased
70
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$127M +$21.9M 3 0.56% Increased
71
Millennium Management
Millennium Management
New York
$125M -$124M 5 0.06% Reduced
72
AMF Tjänstepension
AMF Tjänstepension
Sweden
$122M -$48.2M 2 1.12% Reduced
73
1832 Asset Management
1832 Asset Management
Ontario, Canada
$122M +$21.2M 1 0.14% Increased
74
Adage Capital Partners
Adage Capital Partners
Massachusetts
$118M +$33.2M 1 0.26% Increased
75
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$117M +$91.3M 3 0.8% Increased