← 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
Marshall Wace
Marshall Wace
United Kingdom
$445M +$379M 3 0.59% Increased
52
Viking Global Investors
Viking Global Investors
Connecticut
$417M +$385M 1 1.6% New
53
Deutsche Bank
Deutsche Bank
Germany
$392M +$50.4M 6 0.18% Increased
54
Baird Financial Group
Baird Financial Group
Wisconsin
$391M +$227M 5 0.81% Increased
55
Envestnet Asset Management
Envestnet Asset Management
Illinois
$388M +$45.1M 5 0.14% Increased
56
Principal Financial Group
Principal Financial Group
Iowa
$385M +$89.9M 5 0.23% Increased
57
Bahl & Gaynor
Bahl & Gaynor
Ohio
$371M -$41.5M 2 2.07% Reduced
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$368M +$73M 7 0.35% Increased
59
Bessemer Group
Bessemer Group
New Jersey
$356M -$103M 4 0.63% Reduced
60
Eagle Asset Management
Eagle Asset Management
Florida
$336M -$4.09M 4 1.8% Reduced
61
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$335M +$347M 5 0.8% New
62
CET
Clean Energy Transition
United Kingdom
$332M +$3.28M 3 18.04% Increased
63
National Pension Service
National Pension Service
South Korea
$332M +$85.2M 2 0.38% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$331M +$76.3M 3 0.24% Increased
65
Congress Asset Management
Congress Asset Management
Massachusetts
$319M -$31.1M 2 2.28% Reduced
66
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$316M +$31.3M 6 0.21% Increased
67
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$313M +$59.6M 6 0.41% Increased
68
First Trust Advisors
First Trust Advisors
Illinois
$308M +$99M 6 0.31% Increased
69
Capital Research Global Investors
Capital Research Global Investors
California
$303M +$280M 1 0.07% New
70
VOYA Investment Management
VOYA Investment Management
Georgia
$281M -$49M 6 0.28% Reduced
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$281M +$58.7M 6 0.34% Increased
72
Lone Pine Capital
Lone Pine Capital
Connecticut
$253M +$234M 1 2.05% New
73
Winslow Capital Management
Winslow Capital Management
Minnesota
$252M +$260M 1 0.91% New
74
Balyasny Asset Management
Balyasny Asset Management
Illinois
$252M +$3.01M 3 0.44% Increased
75
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$251M -$40.9M 3 0.82% Reduced