← 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
Stifel Financial
Stifel Financial
Missouri
$563M -$14.1M 6 0.59% Reduced
52
Wellington Management Group
Wellington Management Group
Massachusetts
$470M +$98.7M 4 0.09% Increased
53
Bessemer Group
Bessemer Group
New Jersey
$464M +$80.3M 5 0.76% Increased
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M -$5.58M 5 0.15% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$451M -$33M 5 0.25% Reduced
56
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$433M -$8.17M 7 0.39% Reduced
57
National Pension Service
National Pension Service
South Korea
$428M -$41.4M 2 0.4% Reduced
58
American Century Companies
American Century Companies
Missouri
$423M -$23.4M 6 0.24% Reduced
59
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$418M +$30.4M 6 0.88% Increased
60
Millennium Management
Millennium Management
New York
$418M -$197M 6 0.2% Reduced
61
Federated Hermes
Federated Hermes
Pennsylvania
$410M +$133M 6 0.9% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$394M -$26.2M 3 0.26% Reduced
63
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$393M +$215M 2 1.39% Increased
64
Winslow Capital Management
Winslow Capital Management
Minnesota
$390M -$62.2M 1 1.39% Reduced
65
Citadel Advisors
Citadel Advisors
Florida
$385M -$231M 7 0.07% Reduced
66
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$378M -$11.7M 7 0.25% Reduced
67
Holocene Advisors
Holocene Advisors
New York
$376M +$29.7M 1 1.2% Increased
68
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$376M +$32.6M 6 0.36% Increased
69
First Trust Advisors
First Trust Advisors
Illinois
$364M +$33.5M 6 0.32% Increased
70
TW
Transform Wealth
Colorado
$361M -$12.4M 2 20.05% Reduced
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$354M +$73M 6 0.2% Increased
72
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$350M +$273M 3 0.56% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$347M +$5.27M 6 0.41% Increased
74
Bahl & Gaynor
Bahl & Gaynor
Ohio
$346M -$7.18M 2 1.83% Reduced
75
Swedbank
Swedbank
Sweden
$346M -$621K 3 0.43% Reduced