← 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
Miller Howard Investments
Miller Howard Investments
New York
$64.4M +$6.68M 1 0.97% Increased
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63.7M -$1.04M 3 0.15% Reduced
78
Lazard Asset Management
Lazard Asset Management
New York
$63.6M -$4.37M 1 0.14% Reduced
79
SCM
Snow Capital Management
Pennsylvania
$63.5M -$1.08M 1 1.98% Reduced
80
AllianceBernstein
AllianceBernstein
Tennessee
$63.1M -$1.82M 3 0.05% Reduced
81
ACM
Atlanta Capital Management
Georgia
$63M -$2.1M 1 0.43% Reduced
82
Franklin Resources
Franklin Resources
California
$62.6M -$12.6M 3 0.03% Reduced
83
HI
Honeywell International
North Carolina
$60.5M -$9.19M 1 1.42% Reduced
84
Two Sigma Investments
Two Sigma Investments
New York
$60.3M +$54.1M 4 0.28% Increased
85
Great Lakes Advisors
Great Lakes Advisors
Illinois
$60M -$2.62M 1 1.84% Reduced
86
CI Investments Inc
CI Investments Inc
Ontario, Canada
$58.9M -$41.7M 1 0.62% Reduced
87
Stifel Financial
Stifel Financial
Missouri
$55.3M -$2.81M 2 0.3% Reduced
88
1832 Asset Management
1832 Asset Management
Ontario, Canada
$54.9M -$40.7M 2 0.21% Reduced
89
KeyBank National Association
KeyBank National Association
Ohio
$53.5M -$8.6M 3 0.35% Reduced
90
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$53.2M +$5.6M 4 0.11% Increased
91
Swiss National Bank
Swiss National Bank
Switzerland
$50.8M +$19.2M 3 0.14% Increased
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.3M -$3.13M 4 0.15% Reduced
93
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$49.9M -$5.39M 1 0.17% Reduced
94
Principal Financial Group
Principal Financial Group
Iowa
$49.7M +$1.86M 3 0.07% Increased
95
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$48.8M $0 1 0.64% Maintained
96
Silvercrest Asset Management
Silvercrest Asset Management
New York
$48.7M +$21.9M 2 0.69% Increased
97
APG Asset Management
APG Asset Management
Netherlands
$48.2M +$337K 1 0.1% Increased
98
CIP
Champlain Investment Partners
Vermont
$47.8M +$4.55M 1 0.81% Increased
99
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$47.5M +$4.04M 2 0.67% Increased
100
Renaissance Technologies
Renaissance Technologies
New York
$47.3M +$41.3M 3 0.1% Increased