← 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
$65.4M $0 1 1.02% Maintained
77
Principal Financial Group
Principal Financial Group
Iowa
$63.8M +$2.41M 3 0.06% Increased
78
Capital Guardian Trust
Capital Guardian Trust
California
$63.5M -$94.2M 1 1.17% Reduced
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$63.3M -$504K 3 0.14% Reduced
80
Prudential Financial
Prudential Financial
New Jersey
$61.9M -$7.27M 3 0.09% Reduced
81
Miller Howard Investments
Miller Howard Investments
New York
$61.2M -$2.2M 1 1.22% Reduced
82
Canada Life
Canada Life
Manitoba, Canada
$59.7M +$1.58M 3 0.16% Increased
83
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.2M +$1.72M 5 0.07% Increased
84
Credit Suisse
Credit Suisse
Switzerland
$58M -$3.28M 5 0.06% Reduced
85
Baird Financial Group
Baird Financial Group
Wisconsin
$56.8M -$682K 2 0.44% Reduced
86
Stifel Financial
Stifel Financial
Missouri
$56.7M +$3.77M 2 0.21% Increased
87
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56.5M -$20.1M 1 2.35% Reduced
88
LM
Luminus Management
Texas
$55.6M +$13.6M 1 1.16% Increased
89
Guggenheim Capital
Guggenheim Capital
Illinois
$54.7M -$1.69M 3 0.14% Reduced
90
Great Lakes Advisors
Great Lakes Advisors
Illinois
$52.6M -$1.2M 1 1.29% Reduced
91
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$52.5M $0 1 1.5% Maintained
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$52.3M +$672K 3 0.15% Increased
93
ALPS Advisors
ALPS Advisors
Colorado
$48.7M -$2.37M 1 0.34% Reduced
94
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$48.2M -$6.47M 3 0.11% Reduced
95
Zacks Investment Management
Zacks Investment Management
Illinois
$47.4M +$974K 2 1.17% Increased
96
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$46.9M +$5.13M 2 0.32% Increased
97
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.5M -$3.58M 2 0.26% Reduced
98
Aperio Group
Aperio Group
California
$45.8M +$3.21M 3 0.28% Increased
99
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$45.8M $0 1 0.53% Maintained
100
Barclays
Barclays
United Kingdom
$45M +$2.44M 5 0.05% Increased