← 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
$734M +$23.1M 5 0.67% Increased
52
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$734M +$173M 3 2.86% Increased
53
Federated Hermes
Federated Hermes
Pennsylvania
$729M +$39.6M 5 1.29% Increased
54
Tiger Global Management
Tiger Global Management
New York
$710M +$34.4M 1 2.19% Increased
55
1832 Asset Management
1832 Asset Management
Ontario, Canada
$652M -$197M 3 0.51% Reduced
56
Millennium Management
Millennium Management
New York
$637M +$21.9M 6 0.27% Increased
57
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$636M +$24.6M 6 0.46% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$633M -$25.5M 6 0.32% Reduced
59
DZ Bank
DZ Bank
Germany
$630M -$973M 3 0.55% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$613M -$37M 3 0.37% Reduced
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$612M -$22.7M 7 0.49% Reduced
62
National Pension Service
National Pension Service
South Korea
$592M +$6.95M 2 0.46% Increased
63
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$576M +$100M 7 0.35% Increased
64
Bessemer Group
Bessemer Group
New Jersey
$559M +$71.3M 5 0.85% Increased
65
Two Sigma Advisers
Two Sigma Advisers
New York
$535M +$107M 3 1.07% Increased
66
VOYA Investment Management
VOYA Investment Management
Georgia
$527M +$172M 6 0.53% Increased
67
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$526M +$91.6M 6 0.28% Increased
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$525M +$1.78M 6 0.54% Increased
69
LPL Financial
LPL Financial
California
$502M +$38.2M 6 0.15% Increased
70
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$488M +$43.9M 5 0.34% Increased
71
American Century Companies
American Century Companies
Missouri
$480M -$148M 5 0.24% Reduced
72
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$475M +$14.8M 3 1.1% Increased
73
Natixis Advisors
Natixis Advisors
Massachusetts
$473M -$6.03M 3 0.69% Reduced
74
Renaissance Technologies
Renaissance Technologies
New York
$466M -$265M 4 0.61% Reduced
75
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$463M +$107M 6 0.79% Increased