← 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
$62M -$3.52M 1 2.79% Reduced
77
Glenmede Trust
Glenmede Trust
Pennsylvania
$60.8M +$2.04M 5 0.28% Increased
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$60M +$908K 4 0.15% Increased
79
Citigroup
Citigroup
New York
$59.9M -$12.9M 6 0.05% Reduced
80
Barclays
Barclays
United Kingdom
$58.7M -$25.6M 7 0.04% Reduced
81
Nordea Investment Management
Nordea Investment Management
Sweden
$58.7M -$4.48M 1 0.13% Reduced
82
Davenport & Co
Davenport & Co
Virginia
$57.6M -$696K 1 0.69% Reduced
83
Aperio Group
Aperio Group
California
$57M +$1.93M 4 0.23% Increased
84
Janus Henderson Group
Janus Henderson Group
$54.8M -$970K 2 0.03% Reduced
85
Canada Life
Canada Life
Manitoba, Canada
$54.4M -$3M 1 0.13% Reduced
86
Folketrygdfondet
Folketrygdfondet
Norway
$54.4M $0 1 1.89% Maintained
87
APG Asset Management
APG Asset Management
Netherlands
$54M -$4.42M 2 0.09% Reduced
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$53.6M -$649K 3 0.14% Reduced
89
CIP
Champlain Investment Partners
Vermont
$53.5M +$838K 1 0.44% Increased
90
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$51.5M +$6.12M 2 0.13% Increased
91
US Bancorp
US Bancorp
Minnesota
$51M +$3.2M 6 0.14% Increased
92
Natixis Advisors
Natixis Advisors
Massachusetts
$50.7M +$8.17M 3 0.4% Increased
93
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$49.5M -$7M 5 0.12% Reduced
94
Russell Investments Group
Russell Investments Group
United Kingdom
$48.7M -$17.3M 4 0.09% Reduced
95
Bahl & Gaynor
Bahl & Gaynor
Ohio
$48.5M -$6.01M 1 0.35% Reduced
96
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$46.6M $0 1 1.5% Maintained
97
NI
Nuance Investments
Missouri
$46.5M +$5.26M 1 1.75% Increased
98
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$46.2M +$3.78M 2 0.24% Increased
99
CIBC World Markets
CIBC World Markets
New York
$45.8M +$37.4M 1 0.43% Increased
100
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$44.2M +$14.7M 4 0.3% Increased