← 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$505M -$38.7M 4 0.67% Reduced
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$495M +$195M 3 0.51% Increased
53
Artisan Partners
Artisan Partners
Wisconsin
$469M -$63.3M 3 0.7% Reduced
54
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$467M -$15M 2 0.35% Reduced
55
Marshall Wace
Marshall Wace
United Kingdom
$455M -$144M 4 0.55% Reduced
56
Winslow Capital Management
Winslow Capital Management
Minnesota
$448M +$167M 1 1.61% Increased
57
Principal Financial Group
Principal Financial Group
Iowa
$445M +$9.81M 5 0.24% Increased
58
Envestnet Asset Management
Envestnet Asset Management
Illinois
$429M -$3.74M 6 0.14% Reduced
59
National Pension Service
National Pension Service
South Korea
$428M +$34.8M 2 0.41% Increased
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$407M -$12.8M 7 0.37% Reduced
61
American Century Companies
American Century Companies
Missouri
$400M +$120M 5 0.23% Increased
62
Eagle Asset Management
Eagle Asset Management
Florida
$395M -$72.8M 3 2.01% Reduced
63
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$386M +$8.47M 6 0.87% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$385M +$3.13M 3 0.27% Increased
65
Bessemer Group
Bessemer Group
New Jersey
$377M +$72.6K 5 0.62% Increased
66
TW
Transform Wealth
Colorado
$372M -$65.8K 2 24.65% Reduced
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$372M +$18.6M 7 0.24% Increased
68
Bahl & Gaynor
Bahl & Gaynor
Ohio
$353M -$36.2M 2 1.82% Reduced
69
CET
Clean Energy Transition
United Kingdom
$349M -$30.9M 3 17.93% Reduced
70
Swedbank
Swedbank
Sweden
$343M +$94.6M 3 0.44% Increased
71
Capital Research Global Investors
Capital Research Global Investors
California
$331M -$89.8M 1 0.07% Reduced
72
VOYA Investment Management
VOYA Investment Management
Georgia
$325M +$16M 6 0.34% Increased
73
First Trust Advisors
First Trust Advisors
Illinois
$322M -$18.4M 6 0.31% Reduced
74
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$321M -$33.2M 6 0.43% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$316M -$5.03M 6 0.37% Reduced