← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$214M +$34.9M 3 0.1% Increased
52
Swedbank
Swedbank
Sweden
$203M -$20.4M 1 0.35% Reduced
53
Deutsche Bank
Deutsche Bank
Germany
$202M -$18.6M 4 0.13% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$200M -$9.75M 4 0.14% Reduced
55
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$197M +$539K 6 0.23% Increased
56
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$196M -$7.64M 5 0.17% Reduced
57
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$194M -$70.5M 2 0.72% Reduced
58
Barclays
Barclays
United Kingdom
$193M +$11M 5 0.12% Increased
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$181M +$596K 4 0.26% Increased
60
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$180M -$114M 2 1.83% Reduced
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$180M +$2.45M 2 0.15% Increased
62
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$172M -$9.05M 1 2.02% Reduced
63
Eagle Asset Management
Eagle Asset Management
Florida
$171M +$10.3M 2 1.01% Increased
64
Citadel Advisors
Citadel Advisors
Florida
$170M +$117M 5 0.04% Increased
65
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$164M +$4.62M 2 0.38% Increased
66
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$161M +$163M 1 7.75% New
67
First Trust Advisors
First Trust Advisors
Illinois
$159M +$5.28M 5 0.19% Increased
68
Silvercrest Asset Management
Silvercrest Asset Management
New York
$156M -$12.8M 3 1.18% Reduced
69
Natixis Advisors
Natixis Advisors
Massachusetts
$147M -$16.5M 2 0.45% Reduced
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$146M -$7.61M 4 0.22% Reduced
71
Lazard Asset Management
Lazard Asset Management
New York
$145M -$138K 3 0.2% Reduced
72
1832 Asset Management
1832 Asset Management
Ontario, Canada
$139M +$10.2M 1 0.2% Increased
73
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$135M +$58.3K 4 0.6% Increased
74
Adage Capital Partners
Adage Capital Partners
Massachusetts
$133M +$8.26M 1 0.3% Increased
75
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$132M -$5.04M 1 1.32% Reduced