← 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	SCCM Schafer Cullen Capital Management New York	$53.4M	-$8.04M	2	0.89%	Reduced
77	Bank of Montreal Toronto, Ontario, Canada	$52.2M	-$12M	6	0.06%	Reduced
78	Natixis Advisors Boston, Massachusetts	$51.3M	+$2.63M	3	0.42%	Increased
79	Truist Financial Charlotte, North Carolina	$49.6M	+$13.2M	3	0.13%	Increased
80	Pictet Asset Management (UK) London, United Kingdom	$49.4M	-$15.2M	1	0.11%	Reduced
81	Baird Financial Group Milwaukee, Wisconsin	$49.3M	-$8M	3	0.23%	Reduced
82	State Board of Administration of Florida Retirement System Tallahassee, Florida	$49M	+$455K	2	0.15%	Increased
83	Prudential Financial Newark, New Jersey	$47.5M	-$1.13M	4	0.1%	Reduced
84	Canada Life Winnipeg, Manitoba, Canada	$46.6M	-$11.9M	3	0.12%	Reduced
85	Glenmede Trust Philadelphia, Pennsylvania	$45.7M	$0	5	0.21%	Maintained
86	Mackenzie Financial Toronto Ontario, Ontario, Canada	$45.4M	+$43.6M	1	0.15%	Increased
87	Kayne Anderson Rudnick Investment Management Los Angeles, California	$45.1M	+$11.2M	2	0.26%	Increased
88	Robeco Institutional Asset Management Rotterdam, Netherlands	$45M	-$155K	1	0.18%	Reduced
89	PGGM Investments Zeist, Netherlands	$44.7M	-$9.58M	1	0.32%	Reduced
90	Nordea Investment Management Stockholm, Sweden	$44.4M	-$6.64M	1	0.11%	Reduced
91	Renaissance Technologies New York	$44.3M	+$5.9M	3	0.04%	Increased
92	US Bancorp Minneapolis, Minnesota	$42.6M	+$438K	5	0.13%	Increased
93	Bessemer Group Woodbridge, New Jersey	$41.7M	+$21.1M	3	0.17%	Increased
94	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$40.7M	+$1.68M	2	0.12%	Increased
95	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$40.3M	+$6.36M	4	0.04%	Increased
96	CIP Champlain Investment Partners Burlington, Vermont	$39.8M	+$24K	1	0.36%	Increased
97	D.E. Shaw & Co New York	$39.8M	-$4.25M	5	0.06%	Reduced
98	Axa Paris, France	$38.2M	+$9.24M	1	0.19%	Increased
99	Factory Mutual Insurance Waltham, Massachusetts	$36.9M	-$18.1M	1	0.7%	Reduced
100	Mondrian Investment Partners London, United Kingdom	$35.1M	-$7.23M	1	1.23%	Reduced