← 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
Winton Group
Winton Group
United Kingdom
$53.1M +$48.8M 1 0.47% Increased
77
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$52.4M +$451K 3 0.14% Increased
78
Folketrygdfondet
Folketrygdfondet
Norway
$49.2M -$11.6M 1 1.5% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$48.9M +$796K 3 0.12% Increased
80
Miller Howard Investments
Miller Howard Investments
New York
$48.7M -$7.83M 1 0.87% Reduced
81
IP
Interval Partners
New York
$47.4M +$48M 1 4.48% Increased
82
Swiss National Bank
Swiss National Bank
Switzerland
$46.1M +$861K 3 0.11% Increased
83
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$45.8M +$4.95M 2 0.85% Increased
84
Millennium Management
Millennium Management
New York
$45.8M +$38.6M 5 0.1% Increased
85
Guggenheim Capital
Guggenheim Capital
Illinois
$43.2M +$7.66M 3 0.13% Increased
86
CIP
Champlain Investment Partners
Vermont
$43.2M -$11M 1 0.74% Reduced
87
Great Lakes Advisors
Great Lakes Advisors
Illinois
$43.2M -$8.79M 1 1.3% Reduced
88
APG Asset Management
APG Asset Management
Netherlands
$42.9M $0 1 0.1% Maintained
89
HI
Honeywell International
North Carolina
$41.4M +$4.88M 1 1.04% Increased
90
Principal Financial Group
Principal Financial Group
Iowa
$40.4M +$904K 3 0.06% Increased
91
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$38.7M -$975K 1 0.52% Reduced
92
Teachers Advisors
Teachers Advisors
New York
$36.5M -$2.02M 3 0.07% Reduced
93
NFA
Nationwide Fund Advisors
Ohio
$35.5M +$16.7M 3 0.15% Increased
94
First Trust Advisors
First Trust Advisors
Illinois
$34.9M +$9.19M 4 0.09% Increased
95
Wedge Capital Management
Wedge Capital Management
North Carolina
$33.7M -$2.01M 1 0.36% Reduced
96
Stifel Financial
Stifel Financial
Missouri
$33.7M -$6.5M 2 0.18% Reduced
97
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$32.4M +$102K 4 0.1% Increased
98
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$32.2M $0 1 0.71% Maintained
99
AQR Capital Management
AQR Capital Management
Connecticut
$31.9M +$13.1M 2 0.06% Increased
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31.8M -$150K 1 0.12% Reduced