← 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
Principal Financial Group
Principal Financial Group
Iowa
$65.5M +$1.53K 3 0.06% Increased
77
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$65.4M -$1.91M 3 0.16% Reduced
78
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.8M +$66.1M 2 0.27% Increased
79
CIP
Champlain Investment Partners
Vermont
$64.3M -$2.16M 1 0.69% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63.1M -$2.91M 3 0.14% Reduced
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.8M +$5.82M 3 0.09% Increased
82
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$61.5M +$5.37M 2 0.35% Increased
83
Renaissance Technologies
Renaissance Technologies
New York
$61.1M -$20.5M 5 0.07% Reduced
84
Canada Life
Canada Life
Manitoba, Canada
$60.1M -$4.77M 3 0.15% Reduced
85
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$58M +$46.4M 5 0.11% Increased
86
Guggenheim Capital
Guggenheim Capital
Illinois
$57.4M -$1.1M 3 0.14% Reduced
87
OppenheimerFunds
OppenheimerFunds
New York
$55.9M +$8.97M 3 0.07% Increased
88
Aperio Group
Aperio Group
California
$55.8M +$4.21M 3 0.28% Increased
89
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.7M +$1.73M 4 0.06% Increased
90
Davenport & Co
Davenport & Co
Virginia
$55M +$12.9M 1 0.68% Increased
91
Aberdeen Group
Aberdeen Group
United Kingdom
$54.8M +$5.77M 1 0.11% Increased
92
Asset Management One
Asset Management One
Japan
$54.3M +$214K 1 0.12% Increased
93
Bank of Montreal
Bank of Montreal
Ontario, Canada
$54.1M +$25.5M 4 0.05% Increased
94
CBT
Capital Bank & Trust
California
$52.2M -$1.71M 1 0.71% Reduced
95
Janus Henderson Group
Janus Henderson Group
$51.9M +$3.34M 2 0.03% Increased
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$49.5M -$1.58M 3 0.14% Reduced
97
Zacks Investment Management
Zacks Investment Management
Illinois
$49.2M +$303K 1 1.09% Increased
98
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$48.5M -$618K 1 1.32% Reduced
99
M&T Bank
M&T Bank
New York
$48.4M +$1.44M 2 0.26% Increased
100
ALPS Advisors
ALPS Advisors
Colorado
$48.2M -$2.28M 1 0.38% Reduced