← 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
76	William Blair & Company Chicago, Illinois	$851M	+$23.2M	4	2.22%	Increased
77	BNP Paribas Asset Management Paris, France	$827M	-$23.1M	6	0.83%	Reduced
78	Natixis Advisors Boston, Massachusetts	$809M	+$43.6M	5	0.91%	Increased
79	PNC Financial Services Group Pittsburgh, Pennsylvania	$799M	-$13.5M	8	0.4%	Reduced
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$790M	-$2.1M	7	0.73%	Reduced
81	Tidal Investments Milwaukee, Wisconsin	$766M	+$157M	6	1.33%	Increased
82	1832 Asset Management Toronto, Ontario, Canada	$732M	-$37.8M	3	0.37%	Reduced
83	Rockefeller Capital Management New York	$723M	+$47.5M	8	1.11%	Increased
84	Mariner Overland Park, Kansas	$716M	-$106M	5	0.75%	Reduced
85	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$703M	+$47.2M	6	0.84%	Increased
86	Jane Street New York	$700M	+$269M	8	0.06%	Increased
87	Artisan Partners Milwaukee, Wisconsin	$689M	-$389M	3	1.09%	Reduced
88	Fayez Sarofim & Co Houston, Texas	$634M	-$4.42M	3	1.49%	Reduced
89	AGF Management Toronto, Ontario, Canada	$632M	+$194M	3	2.45%	Increased
90	SEI Investments Oaks, Pennsylvania	$594M	-$106M	7	0.52%	Reduced
91	Bessemer Group Woodbridge, New Jersey	$588M	+$230M	5	0.81%	Increased
92	New York State Common Retirement Fund Albany, New York	$584M	-$21.7M	7	0.74%	Reduced
93	Congress Asset Management Boston, Massachusetts	$581M	-$64.2M	4	3.58%	Reduced
94	Citadel Advisors Miami, Florida	$561M	-$224M	8	0.06%	Reduced
95	Temasek Holdings Singapore	$561M	-$62.1M	1	1.51%	Reduced
96	Russell Investments Group London, United Kingdom	$557M	+$66.2M	7	0.49%	Increased
97	London & Capital Asset Management London, United Kingdom	$547M	+$4.43M	1	5.01%	Increased
98	Fred Alger Management New York	$545M	+$97.9M	3	1.82%	Increased
99	Robeco Institutional Asset Management Rotterdam, Netherlands	$542M	-$27.6M	3	0.67%	Reduced
100	Jones Financial Companies Des Peres, Missouri	$533M	+$55.5M	8	0.21%	Increased