← 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$80.9M -$3.14M 3 0.21% Reduced
77
CRM
Cramer Rosenthal McGlynn
Connecticut
$79.4M -$2.2M 1 0.57% Reduced
78
Capital Research Global Investors
Capital Research Global Investors
California
$76.9M $0 1 0.03% Maintained
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$76.6M -$11.9M 1 0.22% Reduced
80
SCM
Snow Capital Management
Pennsylvania
$70M -$6.23M 1 2.84% Reduced
81
VOYA Investment Management
VOYA Investment Management
Georgia
$70M +$36.3M 4 0.16% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$67.9M +$438K 4 0.18% Increased
83
Great Lakes Advisors
Great Lakes Advisors
Illinois
$67.9M -$1.97M 1 3.08% Reduced
84
GC
GMT Capital
Georgia
$65.8M -$4.12M 1 1.39% Reduced
85
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$64.5M -$703K 5 0.19% Reduced
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$61.8M -$1.76M 4 0.19% Reduced
87
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.6M +$6.88M 5 0.09% Increased
88
NFA
Nationwide Fund Advisors
Ohio
$59.9M -$7.53M 5 0.25% Reduced
89
CI Investments Inc
CI Investments Inc
Ontario, Canada
$59.9M +$505K 1 0.66% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$59.2M -$109K 3 0.12% Reduced
91
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$58.5M +$5.07M 5 0.14% Increased
92
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$57.9M -$1.42M 1 0.85% Reduced
93
Federated Hermes
Federated Hermes
Pennsylvania
$57.6M +$3.54M 2 0.2% Increased
94
Gabelli Funds
Gabelli Funds
New York
$54.7M -$16.7M 3 0.29% Reduced
95
Sit Investment Associates
Sit Investment Associates
Minnesota
$53.8M -$5.41M 1 0.96% Reduced
96
UBS
UBS
Switzerland
$51.8M +$243K 5 0.05% Increased
97
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$51.5M -$116K 1 0.41% Reduced
98
ACM
Argent Capital Management
Missouri
$51.4M -$828K 1 2.89% Reduced
99
Renaissance Technologies
Renaissance Technologies
New York
$50.6M +$13.3M 4 0.12% Increased
100
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$50.2M +$37.6M 3 0.02% Increased