← 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
$66.9M -$313K 3 0.16% Reduced
77
Great Lakes Advisors
Great Lakes Advisors
Illinois
$66.1M +$2.16M 1 1.45% Increased
78
Principal Financial Group
Principal Financial Group
Iowa
$65.7M +$926K 3 0.06% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$65.3M +$215K 3 0.13% Increased
80
Canada Life
Canada Life
Manitoba, Canada
$64M -$1.06M 3 0.15% Reduced
81
Capital Guardian Trust
Capital Guardian Trust
California
$60.1M +$1.18M 1 0.85% Increased
82
Guggenheim Capital
Guggenheim Capital
Illinois
$58.6M -$59.7K 3 0.14% Reduced
83
Prudential Financial
Prudential Financial
New Jersey
$57.8M +$5.83M 3 0.08% Increased
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$56.7M +$49.3M 5 0.08% Increased
85
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$56.6M $0 1 1.38% Maintained
86
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$56M +$3.69M 2 0.35% Increased
87
Barclays
Barclays
United Kingdom
$56M -$7.97M 5 0.05% Reduced
88
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.5M +$807K 4 0.06% Increased
89
Aperio Group
Aperio Group
California
$54.2M +$4.67M 3 0.28% Increased
90
Asset Management One
Asset Management One
Japan
$53.5M -$1.6M 1 0.12% Reduced
91
CBT
Capital Bank & Trust
California
$53.2M -$8.17M 1 0.73% Reduced
92
Janus Henderson Group
Janus Henderson Group
$51.1M +$5.92M 2 0.03% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$50.5M -$2.21M 3 0.13% Reduced
94
ALPS Advisors
ALPS Advisors
Colorado
$49.8M -$515K 1 0.35% Reduced
95
Aberdeen Group
Aberdeen Group
United Kingdom
$48.7M +$18.7M 1 0.09% Increased
96
Zacks Investment Management
Zacks Investment Management
Illinois
$48.3M +$390K 1 1.05% Increased
97
Gotham Asset Management
Gotham Asset Management
New York
$47.9M +$45.2M 2 0.7% Increased
98
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$47.7M -$1.79M 1 0.5% Reduced
99
M&T Bank
M&T Bank
New York
$47M -$124K 2 0.25% Reduced
100
OppenheimerFunds
OppenheimerFunds
New York
$46.7M -$7.13M 3 0.06% Reduced