← 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
Jane Street
Jane Street
New York
$463M +$276M 6 0.12% Increased
52
Capital Research Global Investors
Capital Research Global Investors
California
$433M -$104M 2 0.09% Reduced
53
EQF
Evergreen Quality Fund
Cayman Islands
$431M -$264M 1 16.09% Reduced
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$402M +$20.4M 5 0.13% Increased
55
First Trust Advisors
First Trust Advisors
Illinois
$395M +$112M 6 0.35% Increased
56
National Pension Service
National Pension Service
South Korea
$393M +$30.5M 2 0.38% Increased
57
Citigroup
Citigroup
New York
$377M +$198M 6 0.19% Increased
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$375M +$5.41M 7 0.35% Increased
59
Federated Hermes
Federated Hermes
Pennsylvania
$359M +$8.95M 4 0.77% Increased
60
Principal Financial Group
Principal Financial Group
Iowa
$356M -$28.5M 5 0.2% Reduced
61
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$345M +$41.7M 6 0.32% Increased
62
Bahl & Gaynor
Bahl & Gaynor
Ohio
$328M +$50.4M 2 1.67% Increased
63
Bessemer Group
Bessemer Group
New Jersey
$326M -$73.6M 5 0.58% Reduced
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$325M -$14.8M 3 0.23% Reduced
65
Tiger Global Management
Tiger Global Management
New York
$322M +$368M 1 1.21% New
66
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$319M +$2.08M 7 0.17% Increased
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$306M -$303M 4 0.31% Reduced
68
American Century Companies
American Century Companies
Missouri
$296M -$76.4M 5 0.18% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$295M -$1.81M 6 0.37% Reduced
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$294M +$2.88M 6 0.43% Increased
71
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$283M +$274M 3 0.7% Increased
72
TW
Transform Wealth
Colorado
$278M -$74.2K 2 16.81% Reduced
73
Swedbank
Swedbank
Sweden
$275M -$12.4M 3 0.37% Reduced
74
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$260M -$95.3M 5 0.55% Reduced
75
Voloridge Investment Management
Voloridge Investment Management
Florida
$255M +$128M 4 0.94% Increased