← 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
CBT
Capital Bank & Trust
California
$59.8M -$27.6M 1 0.76% Reduced
77
Miller Howard Investments
Miller Howard Investments
New York
$58.6M -$1.7M 1 1.21% Reduced
78
Capital Guardian Trust
Capital Guardian Trust
California
$57.2M -$5.33M 2 1% Reduced
79
Guggenheim Capital
Guggenheim Capital
Illinois
$56.7M +$2.74M 3 0.13% Increased
80
LM
Luminus Management
Texas
$55.6M +$683K 1 1.47% Increased
81
Baird Financial Group
Baird Financial Group
Wisconsin
$55.1M -$1.21M 2 0.42% Reduced
82
PGGM Investments
PGGM Investments
Netherlands
$54M +$31.2M 1 0.27% Increased
83
Asset Management One
Asset Management One
Japan
$53.6M +$49.1M 1 0.13% Increased
84
VFA
Virtus Fund Advisers
Connecticut
$52.9M -$16.2M 1 0.54% Reduced
85
OppenheimerFunds
OppenheimerFunds
New York
$52.5M -$71.4M 3 0.06% Reduced
86
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$52.2M -$598 1 1.32% Reduced
87
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.9M -$5.59M 4 0.06% Reduced
88
Stifel Financial
Stifel Financial
Missouri
$51.5M -$4.44M 2 0.18% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$51.3M -$373K 3 0.14% Reduced
90
Prudential Financial
Prudential Financial
New Jersey
$50.7M -$10.5M 3 0.07% Reduced
91
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$50.7M +$4.31M 2 0.32% Increased
92
ALPS Advisors
ALPS Advisors
Colorado
$49M +$917K 1 0.35% Increased
93
Renaissance Technologies
Renaissance Technologies
New York
$48.9M +$8.42M 4 0.06% Increased
94
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$48.1M +$2.91M 1 0.53% Increased
95
Aperio Group
Aperio Group
California
$46.9M +$1.49M 3 0.26% Increased
96
Zacks Investment Management
Zacks Investment Management
Illinois
$46.6M -$147K 1 1.09% Reduced
97
Janus Henderson Group
Janus Henderson Group
$46.3M +$8.09M 2 0.03% Increased
98
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$46.1M -$4.21M 3 0.1% Reduced
99
M&T Bank
M&T Bank
New York
$45.6M +$1.55M 2 0.25% Increased
100
Federated Hermes
Federated Hermes
Pennsylvania
$42.6M -$29.6M 1 0.12% Reduced