← 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
Credit Suisse
Credit Suisse
Switzerland
$58.6M -$6.11M 4 0.05% Reduced
77
Canada Life
Canada Life
Manitoba, Canada
$55.8M +$142K 3 0.15% Increased
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54.7M -$4.9M 3 0.14% Reduced
79
Baird Financial Group
Baird Financial Group
Wisconsin
$54.3M +$29.9M 2 0.44% Increased
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.8M -$17.2M 5 0.07% Reduced
81
Guggenheim Capital
Guggenheim Capital
Illinois
$53.7M +$1.96M 3 0.15% Increased
82
American Century Companies
American Century Companies
Missouri
$53.7M +$497K 1 0.06% Increased
83
Great Lakes Advisors
Great Lakes Advisors
Illinois
$51.2M -$2.88M 1 1.32% Reduced
84
Stifel Financial
Stifel Financial
Missouri
$50.2M +$706K 2 0.19% Increased
85
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$49.4M +$6.76M 1 1.39% Increased
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$49.3M -$353K 3 0.14% Reduced
87
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$48.6M -$36M 2 0.04% Reduced
88
ALPS Advisors
ALPS Advisors
Colorado
$48.4M +$7.8M 1 0.33% Increased
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$47.9M -$666K 1 0.12% Reduced
90
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.8M +$7.07M 2 0.27% Increased
91
Folketrygdfondet
Folketrygdfondet
Norway
$46.3M +$15.9M 1 1.82% Increased
92
Wedge Capital Management
Wedge Capital Management
North Carolina
$44.9M -$2.3M 1 0.43% Reduced
93
Zacks Investment Management
Zacks Investment Management
Illinois
$44.2M +$5.13M 2 1.12% Increased
94
TCM
Tetrem Capital Management
Manitoba, Canada
$44.1M -$2.34M 1 1.82% Reduced
95
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$43.6M -$1.78M 1 0.52% Reduced
96
GA
Glenhill Advisors
New York
$42.2M +$40.4M 1 3.27% New
97
NFA
Nationwide Fund Advisors
Ohio
$42.1M -$16.2M 4 0.17% Reduced
98
STRS Ohio
STRS Ohio
Ohio
$42M -$1.65M 2 0.18% Reduced
99
M&T Bank
M&T Bank
New York
$41M +$1.46M 2 0.25% Increased
100
Barclays
Barclays
United Kingdom
$40.5M +$8.6M 5 0.04% Increased