← 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
Homestead Advisers
Homestead Advisers
Virginia
$56.1M +$52.3M 1 1% New
77
Balyasny Asset Management
Balyasny Asset Management
Illinois
$54.8M +$43M 1 0.33% Increased
78
BlackRock
BlackRock
New York
$53.7M -$12.5M 3 0.09% Reduced
79
Great Lakes Advisors
Great Lakes Advisors
Illinois
$51.9M -$25.2K 1 1.42% Reduced
80
APG Asset Management
APG Asset Management
Netherlands
$51.6M $0 1 0.11% Maintained
81
Principal Financial Group
Principal Financial Group
Iowa
$47.8M +$1.04M 3 0.07% Increased
82
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$47.7M +$1.05M 1 0.62% Increased
83
Teachers Advisors
Teachers Advisors
New York
$45.6M +$1.94M 3 0.08% Increased
84
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$44M -$9.57M 2 0.88% Reduced
85
Federated Hermes
Federated Hermes
Pennsylvania
$43.3M +$5.55M 1 0.13% Increased
86
Guggenheim Capital
Guggenheim Capital
Illinois
$42.7M -$7.49M 3 0.13% Reduced
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$40M +$1.36M 4 0.12% Increased
88
NFA
Nationwide Fund Advisors
Ohio
$39.4M -$2.44M 4 0.17% Reduced
89
First Trust Advisors
First Trust Advisors
Illinois
$38.4M -$1.85M 4 0.12% Reduced
90
Capital Research Global Investors
Capital Research Global Investors
California
$37.5M $0 1 0.01% Maintained
91
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$37.4M -$766K 1 0.15% Reduced
92
CIP
Champlain Investment Partners
Vermont
$37.2M -$3.01M 1 0.67% Reduced
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.1M -$391K 3 0.14% Reduced
94
BlackRock Japan
BlackRock Japan
Japan
$36M -$112K 2 0.13% Reduced
95
Millennium Management
Millennium Management
New York
$35.6M -$15.9M 5 0.09% Reduced
96
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$35.2M $0 1 0.78% Maintained
97
Wedge Capital Management
Wedge Capital Management
North Carolina
$34.3M +$2.59M 1 0.36% Increased
98
Raymond James & Associates
Raymond James & Associates
Florida
$34.1M +$13M 3 0.12% Increased
99
SAM
Scopus Asset Management
New York
$34.1M +$30.1M 1 0.58% New
100
Trillium Asset Management
Trillium Asset Management
Massachusetts
$33.8M -$513K 2 2.25% Reduced