← 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
Axa
Axa
France
$71.4M +$27.4M 1 0.27% Increased
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$70.5M +$11.5M 4 0.15% Increased
78
Regions Financial Corp
Regions Financial Corp
Alabama
$70.3M -$1.04M 2 0.79% Reduced
79
APG Asset Management
APG Asset Management
Netherlands
$69.5M -$19M 2 0.13% Reduced
80
CIP
Champlain Investment Partners
Vermont
$67.7M -$1.17M 1 0.66% Reduced
81
Capital Guardian Trust
Capital Guardian Trust
California
$65.6M -$1.3M 1 0.93% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$65M +$3.32M 4 0.16% Increased
83
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$64.9M +$7.65M 4 0.33% Increased
84
Canada Life
Canada Life
Manitoba, Canada
$63.3M +$6.94M 3 0.15% Increased
85
Principal Financial Group
Principal Financial Group
Iowa
$62.6M -$684K 3 0.06% Reduced
86
Renaissance Technologies
Renaissance Technologies
New York
$61.9M +$1.14M 5 0.07% Increased
87
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.7M +$8.9M 5 0.07% Increased
88
Folketrygdfondet
Folketrygdfondet
Norway
$58.4M -$26.1M 1 1.6% Reduced
89
Panagora Asset Management
Panagora Asset Management
Massachusetts
$57.2M +$20.8M 3 0.23% Increased
90
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$56.1M +$58.1M 1 0.7% New
91
Janus Henderson Group
Janus Henderson Group
$55.9M +$1.83M 3 0.03% Increased
92
Homestead Advisers
Homestead Advisers
Virginia
$55.4M -$17.8M 1 0.87% Reduced
93
AMF Tjänstepension
AMF Tjänstepension
Sweden
$54.6M +$56.5M 1 0.53% New
94
Alyeska Investment Group
Alyeska Investment Group
Illinois
$54M +$56M 1 0.48% New
95
PGGM Investments
PGGM Investments
Netherlands
$53.4M +$18.8M 1 0.29% Increased
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$52.8M +$6.65M 4 0.14% Increased
97
Aberdeen Group
Aberdeen Group
United Kingdom
$52.6M +$1.35M 1 0.1% Increased
98
Davenport & Co
Davenport & Co
Virginia
$51.6M +$192K 1 0.64% Increased
99
Aperio Group
Aperio Group
California
$51.6M -$262K 4 0.25% Reduced
100
US Bancorp
US Bancorp
Minnesota
$51.4M +$18.7M 6 0.16% Increased