← 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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$66.5M +$107K 1 0.79% Increased
77
APG Asset Management
APG Asset Management
Netherlands
$65M -$5.49M 2 0.12% Reduced
78
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$63.3M +$5.09M 1 0.14% Increased
79
TCW Group
TCW Group
California
$61.5M +$1.75M 1 0.59% Increased
80
Principal Financial Group
Principal Financial Group
Iowa
$61.1M -$2.01M 3 0.06% Reduced
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$60.1M -$640K 4 0.15% Reduced
82
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$58.1M -$138K 1 0.71% Reduced
83
Glenmede Trust
Glenmede Trust
Pennsylvania
$57.6M -$5.5M 5 0.26% Reduced
84
SG Americas Securities
SG Americas Securities
New York
$56.9M +$39M 5 0.52% Increased
85
Bank of Montreal
Bank of Montreal
Ontario, Canada
$56.4M -$978K 6 0.05% Reduced
86
Davenport & Co
Davenport & Co
Virginia
$55.9M -$70K 1 0.7% Reduced
87
Canada Life
Canada Life
Manitoba, Canada
$55.8M +$11M 3 0.15% Increased
88
Axa
Axa
France
$55.3M -$10.1M 1 0.22% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$55.3M +$18.2K 4 0.15% Increased
90
ClearBridge Investments
ClearBridge Investments
New York
$54.6M +$2.7M 3 0.05% Increased
91
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54M +$25.9M 6 0.12% Increased
92
Janus Henderson Group
Janus Henderson Group
$53.5M +$523K 3 0.03% Increased
93
IP
Interval Partners
New York
$52.2M -$29.9M 1 2% Reduced
94
CIP
Champlain Investment Partners
Vermont
$52M +$2.19M 1 0.45% Increased
95
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$51.5M -$5.34M 3 0.07% Reduced
96
Folketrygdfondet
Folketrygdfondet
Norway
$50.6M $0 1 1.62% Maintained
97
Citigroup
Citigroup
New York
$50.3M -$11.1M 6 0.05% Reduced
98
Aperio Group
Aperio Group
California
$50.1M -$1.92M 4 0.22% Reduced
99
Panagora Asset Management
Panagora Asset Management
Massachusetts
$49.8M -$3.73M 3 0.22% Reduced
100
Citadel Advisors
Citadel Advisors
Florida
$49.2M +$28.3M 5 0.02% Increased