← 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$61.3M +$10.9M 2 0.26% Increased
77
Natixis Advisors
Natixis Advisors
Massachusetts
$60.9M -$360K 3 0.4% Reduced
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$60.9M -$16.6K 4 0.15% Reduced
79
First Trust Advisors
First Trust Advisors
Illinois
$59.5M -$73.6M 6 0.1% Reduced
80
Westwood Holdings Group
Westwood Holdings Group
Texas
$59.3M +$53.7M 1 0.78% Increased
81
Truist Financial
Truist Financial
North Carolina
$56.9M +$641K 3 0.13% Increased
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$55.5M +$365K 2 0.14% Increased
83
Bank of Montreal
Bank of Montreal
Ontario, Canada
$54.9M -$6.49M 6 0.05% Reduced
84
Baird Financial Group
Baird Financial Group
Wisconsin
$54.9M -$3.06M 3 0.21% Reduced
85
Aperio Group
Aperio Group
California
$54.8M -$8.11M 4 0.2% Reduced
86
LPU
Lansdowne Partners (UK)
United Kingdom
$54M -$39.3M 1 2.26% Reduced
87
Hamlin Capital Management
Hamlin Capital Management
New York
$53.9M +$22.8M 1 2.88% Increased
88
Canada Life
Canada Life
Manitoba, Canada
$51.8M -$304K 3 0.12% Reduced
89
PGGM Investments
PGGM Investments
Netherlands
$50.3M $0 1 0.29% Maintained
90
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$48.6M -$1.95M 1 0.17% Reduced
91
US Bancorp
US Bancorp
Minnesota
$48.2M +$255K 5 0.13% Increased
92
Bessemer Group
Bessemer Group
New Jersey
$47.1M +$226K 3 0.15% Increased
93
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$46.6M -$8.49M 1 0.08% Reduced
94
AMF Tjänstepension
AMF Tjänstepension
Sweden
$46.5M +$22.1M 1 0.48% Increased
95
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$46.3M +$313K 1 1.66% Increased
96
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45M +$22.4K 4 0.04% Increased
97
Citigroup
Citigroup
New York
$44.4M +$5.3M 6 0.03% Increased
98
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$43.5M -$2.13M 2 0.11% Reduced
99
D.E. Shaw & Co
D.E. Shaw & Co
New York
$43.1M -$1.27M 5 0.05% Reduced
100
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$42.3M +$16.1M 4 0.21% Increased