← 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
Hamlin Capital Management
Hamlin Capital Management
New York
$65.7M -$53.3M 1 2.82% Reduced
77
Baird Financial Group
Baird Financial Group
Wisconsin
$65.7M +$15.6M 3 0.26% Increased
78
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$64.9M -$537K 1 0.14% Reduced
79
Principal Financial Group
Principal Financial Group
Iowa
$64.6M +$876K 3 0.06% Increased
80
Nordea Investment Management
Nordea Investment Management
Sweden
$63.6M +$50.4M 1 0.14% Increased
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.3M +$3.88M 6 0.05% Increased
82
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$61.6M +$8.47M 1 0.74% Increased
83
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$60.3M +$16.6M 3 0.13% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$59.7M -$1.7M 4 0.15% Reduced
85
Glenmede Trust
Glenmede Trust
Pennsylvania
$58.8M -$786K 5 0.26% Reduced
86
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$58.4M +$24M 1 0.04% Increased
87
Davenport & Co
Davenport & Co
Virginia
$58.4M +$631K 1 0.69% Increased
88
Holocene Advisors
Holocene Advisors
New York
$58.4M +$56.7M 1 0.74% New
89
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.8M +$9.72M 5 0.07% Increased
90
Axa
Axa
France
$57.7M +$518K 1 0.23% Increased
91
Canada Life
Canada Life
Manitoba, Canada
$57.5M -$385K 3 0.13% Reduced
92
Victory Capital Management
Victory Capital Management
Texas
$57M +$6.88M 2 0.12% Increased
93
Janus Henderson Group
Janus Henderson Group
$56M +$2.18M 2 0.03% Increased
94
APG Asset Management
APG Asset Management
Netherlands
$56M -$11.2M 2 0.1% Reduced
95
Aperio Group
Aperio Group
California
$55.7M +$3.64M 5 0.23% Increased
96
Folketrygdfondet
Folketrygdfondet
Norway
$55.4M +$1.64M 1 1.92% Increased
97
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$55M -$1.52M 3 0.14% Reduced
98
Bahl & Gaynor
Bahl & Gaynor
Ohio
$54.8M +$49.4M 1 0.41% Increased
99
CIP
Champlain Investment Partners
Vermont
$52.8M +$971K 1 0.44% Increased
100
US Bancorp
US Bancorp
Minnesota
$50.1M +$1.83M 6 0.14% Increased