← 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
$245M -$1.25M 4 0.24% Reduced
52
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239M -$1.51M 3 0.1% Reduced
53
VOYA Investment Management
VOYA Investment Management
Georgia
$239M +$178M 4 0.25% Increased
54
Swedbank
Swedbank
Sweden
$226M -$3.16M 1 0.36% Reduced
55
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$220M -$1.65M 6 0.23% Reduced
56
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$217M -$4.05M 5 0.17% Reduced
57
Principal Financial Group
Principal Financial Group
Iowa
$214M -$8.53M 4 0.14% Reduced
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$199M -$3.94M 4 0.28% Reduced
59
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$198M -$3.29M 2 1.85% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$195M -$6.71M 2 0.15% Reduced
61
American Century Companies
American Century Companies
Missouri
$184M -$82.3M 4 0.13% Reduced
62
Silvercrest Asset Management
Silvercrest Asset Management
New York
$182M +$9.11M 3 1.29% Increased
63
Capital World Investors
Capital World Investors
California
$181M +$166M 1 0.03% New
64
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$174M -$6.28M 2 0.36% Reduced
65
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$169M -$20.6M 1 1.78% Reduced
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$167M +$1.95M 4 0.23% Increased
67
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M +$7.99M 2 0.24% Increased
68
Natixis Advisors
Natixis Advisors
Massachusetts
$164M -$2.23M 2 0.43% Reduced
69
Lazard Asset Management
Lazard Asset Management
New York
$163M -$1.19M 4 0.21% Reduced
70
Eagle Asset Management
Eagle Asset Management
Florida
$162M -$28.8M 2 0.87% Reduced
71
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$160M +$7.02M 4 0.61% Increased
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
$158M +$33.6M 3 0.05% Increased
73
First Trust Advisors
First Trust Advisors
Illinois
$146M -$29.4M 5 0.16% Reduced
74
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$146M -$66.3M 3 0.51% Reduced
75
Millennium Management
Millennium Management
New York
$146M +$34.9M 5 0.06% Increased