← 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
Fred Alger Management
Fred Alger Management
New York
$75.4M -$16.1M 1 0.37% Reduced
77
RIG
Roosevelt Investment Group
New York
$74.9M +$13.2M 1 3.19% Increased
78
Royce & Associates
Royce & Associates
New York
$72.1M -$19.4M 2 0.21% Reduced
79
Federated Hermes
Federated Hermes
Pennsylvania
$70.2M +$2.74M 2 0.22% Increased
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$70.1M +$696K 3 0.18% Increased
81
CI Investments Inc
CI Investments Inc
Ontario, Canada
$69M +$4.96M 1 0.68% Increased
82
Great Lakes Advisors
Great Lakes Advisors
Illinois
$68.1M +$1.11M 1 2.8% Increased
83
Lyrical Asset Management
Lyrical Asset Management
New York
$65.8M +$13.2M 1 2.87% Increased
84
SCM
Snow Capital Management
Pennsylvania
$64.5M -$2.21M 1 2.24% Reduced
85
RIM
Rainier Investment Management
Washington
$64.3M -$29.3M 1 0.99% Reduced
86
SCCM
Schafer Cullen Capital Management
New York
$62.2M -$12.9M 1 0.57% Reduced
87
GC
GMT Capital
Georgia
$58.9M $0 1 1.22% Maintained
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$58.4M -$5M 4 0.17% Reduced
89
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$57.6M +$3.49M 1 0.21% Increased
90
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$57.6M -$3.71M 1 0.79% Reduced
91
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$56.2M -$4.83M 4 0.13% Reduced
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$56.1M -$784K 3 0.18% Reduced
93
UBS
UBS
Switzerland
$51.9M -$5.8M 6 0.04% Reduced
94
Principal Financial Group
Principal Financial Group
Iowa
$51.4M +$40.1M 3 0.09% Increased
95
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$49.1M +$1.07M 3 0.41% Increased
96
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$48.4M +$7.99M 2 0.07% Increased
97
Sit Investment Associates
Sit Investment Associates
Minnesota
$47.3M -$10.8M 1 0.81% Reduced
98
HI
Honeywell International
North Carolina
$46.9M +$7.75M 2 1.08% Increased
99
Capital Research Global Investors
Capital Research Global Investors
California
$46.3M $0 1 0.02% Maintained
100
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$46.3M -$4.38M 1 0.36% Reduced