← 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$62.4M -$1.57M 3 0.16% Reduced
77
Prudential Financial
Prudential Financial
New Jersey
$61.5M -$57.5M 3 0.1% Reduced
78
Federated Hermes
Federated Hermes
Pennsylvania
$60.3M -$648K 1 0.18% Reduced
79
Credit Suisse
Credit Suisse
Switzerland
$58.8M -$55.1M 4 0.06% Reduced
80
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$58.7M +$21.6M 1 0.13% Increased
81
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$58.5M -$212M 2 0.09% Reduced
82
Credit Agricole
Credit Agricole
France
$55.8M +$19.2M 2 0.18% Increased
83
Miller Howard Investments
Miller Howard Investments
New York
$55.2M -$3.24M 1 1.06% Reduced
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$53.6M -$38.5M 3 0.13% Reduced
85
NFA
Nationwide Fund Advisors
Ohio
$53.5M -$5.41M 4 0.22% Reduced
86
Teachers Advisors
Teachers Advisors
New York
$53.3M -$827K 4 0.08% Reduced
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$53M +$2.89M 3 0.13% Increased
88
CIP
Champlain Investment Partners
Vermont
$52.2M +$5.38M 1 0.72% Increased
89
Canada Life
Canada Life
Manitoba, Canada
$50.5M +$13.6M 3 0.14% Increased
90
Korea Investment Corp
Korea Investment Corp
South Korea
$50.1M +$2.49M 1 0.24% Increased
91
Great Lakes Advisors
Great Lakes Advisors
Illinois
$49.1M -$1.02M 1 1.29% Reduced
92
American Century Companies
American Century Companies
Missouri
$48.1M +$11.4M 1 0.05% Increased
93
LM
Luminus Management
Texas
$48M +$46.9M 1 1.08% New
94
Guggenheim Capital
Guggenheim Capital
Illinois
$47M -$4.5M 3 0.13% Reduced
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$45M +$140K 3 0.14% Increased
96
Stifel Financial
Stifel Financial
Missouri
$44.7M +$259K 2 0.19% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$44M -$5.28M 1 0.12% Reduced
98
TCM
Tetrem Capital Management
Manitoba, Canada
$42.1M +$17.6M 1 1.69% Increased
99
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$41.7M -$2.07M 1 0.49% Reduced
100
Wedge Capital Management
Wedge Capital Management
North Carolina
$41.5M +$3.7M 1 0.4% Increased