← 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
Holocene Advisors
Holocene Advisors
New York
$77.5M +$35.3M 1 0.49% Increased
77
Natixis Advisors
Natixis Advisors
Massachusetts
$77.1M -$4.25M 3 0.44% Reduced
78
LPU
Lansdowne Partners (UK)
United Kingdom
$76.8M -$6.56M 1 2.49% Reduced
79
Macquarie Group
Macquarie Group
Australia
$75.2M -$26.2M 3 0.11% Reduced
80
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$74.7M +$44.1M 2 1.23% Increased
81
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$74.3M -$985K 2 0.15% Reduced
82
Artisan Partners
Artisan Partners
Wisconsin
$74.1M -$4.24M 1 0.09% Reduced
83
Two Sigma Advisers
Two Sigma Advisers
New York
$73.4M +$35.4M 5 0.2% Increased
84
Baird Financial Group
Baird Financial Group
Wisconsin
$73M -$493K 4 0.22% Reduced
85
Aperio Group
Aperio Group
California
$72.7M -$536K 4 0.22% Reduced
86
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$72.6M -$2.9M 4 0.16% Reduced
87
Bessemer Group
Bessemer Group
New Jersey
$72.2M +$175K 1 0.19% Increased
88
Two Sigma Investments
Two Sigma Investments
New York
$71.7M +$46.7M 3 0.21% Increased
89
D.E. Shaw & Co
D.E. Shaw & Co
New York
$71.1M +$1.5M 5 0.06% Increased
90
Canada Life
Canada Life
Manitoba, Canada
$69.8M -$3.08M 3 0.13% Reduced
91
SCCM
Schafer Cullen Capital Management
New York
$67.6M -$13.8M 2 1% Reduced
92
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$65.5M +$32.7M 2 0.26% Increased
93
Commerce Bank
Commerce Bank
Missouri
$65.1M +$5.76M 2 0.53% Increased
94
PGGM Investments
PGGM Investments
Netherlands
$65M -$3.82M 1 0.3% Reduced
95
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$64.1M -$4.35M 1 0.17% Reduced
96
SSM
Sound Shore Management
Connecticut
$64M -$34.8M 1 1.9% Reduced
97
APG Asset Management
APG Asset Management
Netherlands
$62M -$12M 1 0.1% Reduced
98
Truist Financial
Truist Financial
North Carolina
$61.1M +$5.9M 2 0.12% Increased
99
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$61M -$956K 2 0.12% Reduced
100
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.7M +$2.84M 4 0.06% Increased