← 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
Westwood Holdings Group
Westwood Holdings Group
Texas
$74.2M +$4.83M 1 0.94% Increased
77
SCCM
Schafer Cullen Capital Management
New York
$73.3M -$5.3M 2 1.15% Reduced
78
LPU
Lansdowne Partners (UK)
United Kingdom
$71.2M +$7.82M 1 2.86% Increased
79
Natixis Advisors
Natixis Advisors
Massachusetts
$71M +$1.51M 3 0.45% Increased
80
Bank of Montreal
Bank of Montreal
Ontario, Canada
$66.2M +$43.6K 6 0.06% Increased
81
APG Asset Management
APG Asset Management
Netherlands
$64.2M -$10.1M 1 0.11% Reduced
82
AMF Tjänstepension
AMF Tjänstepension
Sweden
$63.8M +$9.1M 1 0.58% Increased
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$63.6M -$5.89M 4 0.15% Reduced
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$63.5M -$249K 2 0.14% Reduced
85
Baird Financial Group
Baird Financial Group
Wisconsin
$63.5M +$910K 3 0.22% Increased
86
Aperio Group
Aperio Group
California
$63.1M +$208K 4 0.21% Increased
87
Canada Life
Canada Life
Manitoba, Canada
$62M +$1.44M 3 0.13% Increased
88
Bessemer Group
Bessemer Group
New Jersey
$61.1M +$6.09M 1 0.18% Increased
89
Artisan Partners
Artisan Partners
Wisconsin
$59.8M +$63.3M 1 0.08% New
90
PGGM Investments
PGGM Investments
Netherlands
$58.7M $0 1 0.31% Maintained
91
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$58.3M +$1.56M 1 0.18% Increased
92
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$56.3M +$7.13M 4 0.26% Increased
93
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.7M +$5.26M 4 0.44% Increased
94
Citigroup
Citigroup
New York
$53.5M +$2.24M 6 0.03% Increased
95
D.E. Shaw & Co
D.E. Shaw & Co
New York
$53M +$10.9M 5 0.05% Increased
96
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$52.6M +$1.86M 2 0.12% Increased
97
US Bancorp
US Bancorp
Minnesota
$52.3M -$266K 5 0.13% Reduced
98
NIMC
NWQ Investment Management Company
California
$50.9M +$14.8M 2 2.3% Increased
99
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$50.2M +$346K 1 1.74% Increased
100
Commerce Bank
Commerce Bank
Missouri
$50.2M +$11.4M 2 0.45% Increased