← 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
Principal Financial Group
Principal Financial Group
Iowa
$59M +$6.26M 3 0.08% Increased
77
NFA
Nationwide Fund Advisors
Ohio
$58M -$750K 4 0.24% Reduced
78
Miller Howard Investments
Miller Howard Investments
New York
$57.3M -$2.27M 1 1.05% Reduced
79
Renaissance Technologies
Renaissance Technologies
New York
$55.3M +$8.73M 4 0.1% Increased
80
Teachers Advisors
Teachers Advisors
New York
$53.3M -$1.13M 4 0.09% Reduced
81
First Trust Advisors
First Trust Advisors
Illinois
$52.9M +$3.66M 4 0.16% Increased
82
Guggenheim Capital
Guggenheim Capital
Illinois
$51.3M +$5.69M 3 0.16% Increased
83
CIP
Champlain Investment Partners
Vermont
$49.5M +$375K 1 0.75% Increased
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$49.1M +$1.61M 3 0.14% Increased
85
Great Lakes Advisors
Great Lakes Advisors
Illinois
$49.1M -$1.33M 1 1.33% Reduced
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$48.4M +$11.9M 1 0.13% Increased
87
Korea Investment Corp
Korea Investment Corp
South Korea
$46.6M +$9.33M 1 0.25% Increased
88
Two Sigma Advisers
Two Sigma Advisers
New York
$44.9M -$43.4M 4 0.19% Reduced
89
Stifel Financial
Stifel Financial
Missouri
$44.3M +$6.42M 2 0.2% Increased
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$44M -$1.16M 3 0.14% Reduced
91
AQR Capital Management
AQR Capital Management
Connecticut
$43.4M +$12.6M 3 0.07% Increased
92
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.4M -$5.03M 1 0.52% Reduced
93
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$40.8M -$4.63K 1 1% Reduced
94
BlackRock Japan
BlackRock Japan
Japan
$40.3M +$1.23M 1 0.14% Increased
95
Wedge Capital Management
Wedge Capital Management
North Carolina
$40M -$32.2K 1 0.4% Reduced
96
Aperio Group
Aperio Group
California
$39.9M +$2.86M 2 0.29% Increased
97
STRS Ohio
STRS Ohio
Ohio
$39.7M -$1.46M 2 0.18% Reduced
98
Millennium Management
Millennium Management
New York
$38.5M +$32.3M 2 0.06% Increased
99
Davis Selected Advisers
Davis Selected Advisers
Arizona
$38.2M +$1.08M 1 0.17% Increased
100
BA
Boston Advisors
Massachusetts
$37.6M +$33K 1 0.93% Increased