← 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
$340M +$28M 3 0.13% Increased
52
Deutsche Bank
Deutsche Bank
Germany
$330M +$10.1M 4 0.15% Increased
53
VOYA Investment Management
VOYA Investment Management
Georgia
$325M +$12.4M 4 0.32% Increased
54
CET
Clean Energy Transition
United Kingdom
$314M -$32.2M 2 23.2% Reduced
55
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$290M +$86.4M 4 0.94% Increased
56
Credit Suisse
Credit Suisse
Switzerland
$288M -$25.5M 4 0.28% Reduced
57
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$287M +$3.04M 6 0.28% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$286M +$8.47M 4 0.17% Increased
59
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$280M -$1.03M 5 0.19% Reduced
60
1832 Asset Management
1832 Asset Management
Ontario, Canada
$255M +$34.9M 2 0.15% Increased
61
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$251M -$3.45M 2 2.24% Reduced
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$247M -$4.78M 2 0.17% Reduced
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$247M -$9.84M 6 0.33% Reduced
64
Balyasny Asset Management
Balyasny Asset Management
Illinois
$246M -$140M 5 0.43% Reduced
65
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$246M +$13.9M 2 0.46% Increased
66
National Pension Service
National Pension Service
South Korea
$239M +$209M 1 0.29% New
67
Millennium Management
Millennium Management
New York
$235M +$36.6M 5 0.1% Increased
68
American Century Companies
American Century Companies
Missouri
$224M -$16.2M 4 0.14% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$217M +$137K 4 0.27% Increased
70
Natixis Advisors
Natixis Advisors
Massachusetts
$209M -$3M 2 0.48% Reduced
71
First Trust Advisors
First Trust Advisors
Illinois
$206M +$11.7M 5 0.21% Increased
72
Silvercrest Asset Management
Silvercrest Asset Management
New York
$206M -$14.6M 3 1.39% Reduced
73
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$202M -$5.91M 4 0.71% Reduced
74
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$198M -$14.3M 1 1.92% Reduced
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$197M +$24.8M 2 0.23% Increased