← 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
$660M -$12.1M 5 0.64% Reduced
52
Renaissance Technologies
Renaissance Technologies
New York
$628M +$290M 3 0.84% Increased
53
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M +$40.2M 5 0.18% Increased
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$618M +$100M 3 0.52% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$589M +$90.7M 3 0.38% Increased
56
Federated Hermes
Federated Hermes
Pennsylvania
$587M +$30.7M 5 1.11% Increased
57
Tiger Global Management
Tiger Global Management
New York
$581M +$17.7M 1 1.7% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$565M +$33.2M 5 0.3% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$562M +$5.38M 7 0.48% Increased
60
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$551M +$29.3M 6 0.44% Increased
61
American Century Companies
American Century Companies
Missouri
$549M +$85.8M 5 0.3% Increased
62
National Pension Service
National Pension Service
South Korea
$530M -$42.5M 2 0.46% Reduced
63
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$490M +$340M 4 0.73% Increased
64
Millennium Management
Millennium Management
New York
$486M +$146M 6 0.23% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$469M +$25.6M 6 0.52% Increased
66
Jane Street
Jane Street
New York
$467M -$199M 5 0.09% Reduced
67
Bessemer Group
Bessemer Group
New Jersey
$452M +$800K 5 0.73% Increased
68
Natixis Advisors
Natixis Advisors
Massachusetts
$440M +$88M 3 0.7% Increased
69
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$439M -$4.81M 7 0.28% Reduced
70
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$438M +$58.3M 3 1.05% Increased
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$422M -$9.33M 6 0.56% Reduced
72
LPL Financial
LPL Financial
California
$418M +$49.6M 6 0.14% Increased
73
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$416M +$169M 3 0.42% Increased
74
Bridgewater Associates
Bridgewater Associates
Connecticut
$412M +$65.6M 1 1.66% Increased
75
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$400M +$21.4M 5 0.34% Increased