← 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
Renaissance Technologies
Renaissance Technologies
New York
$62.9M +$26.5M 4 0.07% Increased
77
OppenheimerFunds
OppenheimerFunds
New York
$61.9M -$6.84M 4 0.09% Reduced
78
APG Asset Management
APG Asset Management
Netherlands
$58.7M +$1.1M 2 0.12% Increased
79
Baird Financial Group
Baird Financial Group
Wisconsin
$57.6M -$970K 3 0.39% Reduced
80
YCMGA
York Capital Management Global Advisors
New York
$57.2M -$4.87M 1 3.47% Reduced
81
Axa
Axa
France
$56.3M -$2.12M 1 0.25% Reduced
82
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55.5M -$67.2M 1 0.1% Reduced
83
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$54.8M +$12.4M 1 0.7% Increased
84
Citigroup
Citigroup
New York
$54.7M +$22M 5 0.06% Increased
85
Principal Financial Group
Principal Financial Group
Iowa
$54.6M -$553K 3 0.06% Reduced
86
Glenmede Trust
Glenmede Trust
Pennsylvania
$54.2M +$3.85M 5 0.26% Increased
87
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$52.6M -$4.01M 2 0.19% Reduced
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$51.9M -$4.69M 4 0.15% Reduced
89
Prudential Financial
Prudential Financial
New Jersey
$51.5M +$6.24M 4 0.09% Increased
90
Folketrygdfondet
Folketrygdfondet
Norway
$51M $0 1 1.7% Maintained
91
Bank of Montreal
Bank of Montreal
Ontario, Canada
$49.8M -$9.14M 6 0.05% Reduced
92
TCW Group
TCW Group
California
$49.7M +$14.5M 1 0.51% Increased
93
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$49.4M +$14.9M 1 0.12% Increased
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$48.8M -$33.9M 3 0.04% Reduced
95
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$48.5M -$49.7K 1 0.65% Reduced
96
Aberdeen Group
Aberdeen Group
United Kingdom
$47.7M -$956K 2 0.11% Reduced
97
Janus Henderson Group
Janus Henderson Group
$47.7M +$11.7M 3 0.03% Increased
98
Davenport & Co
Davenport & Co
Virginia
$47.7M -$170K 1 0.66% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$47M -$289K 3 0.14% Reduced
100
Aperio Group
Aperio Group
California
$47M -$2.07M 4 0.24% Reduced