← 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$78.2M +$2.91M 3 0.35% Increased
77
YCMGA
York Capital Management Global Advisors
New York
$74.6M -$4.85M 1 2.36% Reduced
78
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$74.3M +$28.1M 1 0.17% Increased
79
ACM
Argent Capital Management
Missouri
$73.5M +$35.7M 2 2.52% Increased
80
Axa
Axa
France
$73.5M -$8.84M 2 0.27% Reduced
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$73.3M +$13.7M 6 0.06% Increased
82
Baird Financial Group
Baird Financial Group
Wisconsin
$72.7M +$56.9M 3 0.46% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$72M +$1.07M 3 0.06% Increased
84
APG Asset Management
APG Asset Management
Netherlands
$71.7M -$9.85M 2 0.13% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$71.5M -$2.69M 4 0.17% Reduced
86
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70.1M -$12.9M 2 0.19% Reduced
87
CIP
Champlain Investment Partners
Vermont
$69.3M +$195K 1 0.61% Increased
88
Point72 Asset Management
Point72 Asset Management
Connecticut
$68.5M +$59.3M 2 0.28% Increased
89
PGGM Investments
PGGM Investments
Netherlands
$67.6M +$5.35M 1 0.36% Increased
90
AMF Tjänstepension
AMF Tjänstepension
Sweden
$64.6M +$1.24M 1 0.59% Increased
91
Glenmede Trust
Glenmede Trust
Pennsylvania
$64M +$15.4M 3 0.26% Increased
92
Two Sigma Investments
Two Sigma Investments
New York
$63.7M +$15.9M 3 0.17% Increased
93
Canada Life
Canada Life
Manitoba, Canada
$63.4M -$9.2M 3 0.15% Reduced
94
Folketrygdfondet
Folketrygdfondet
Norway
$63.3M $0 1 1.62% Maintained
95
Aperio Group
Aperio Group
California
$61.4M +$3.19M 4 0.27% Increased
96
Aberdeen Group
Aberdeen Group
United Kingdom
$61.3M +$312K 2 0.11% Increased
97
Davenport & Co
Davenport & Co
Virginia
$60.4M +$492K 1 0.7% Increased
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$59.5M -$1.17M 4 0.15% Reduced
99
US Bancorp
US Bancorp
Minnesota
$59M +$1.42M 6 0.17% Increased
100
Asset Management One
Asset Management One
Japan
$59M -$204K 1 0.12% Reduced