← 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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$92.2M +$3.46M 2 1.41% Increased
77
Man Group
Man Group
United Kingdom
$90.5M +$61.4M 2 0.4% Increased
78
Westwood Holdings Group
Westwood Holdings Group
Texas
$90.4M -$508K 1 0.91% Reduced
79
Bessemer Group
Bessemer Group
New Jersey
$88.7M +$5.27M 2 0.21% Increased
80
Artisan Partners
Artisan Partners
Wisconsin
$86.9M -$1.74M 1 0.11% Reduced
81
Allianz Asset Management
Allianz Asset Management
Germany
$86.7M -$15.6M 1 0.08% Reduced
82
Fred Alger Management
Fred Alger Management
New York
$85.5M +$77.9M 1 0.22% Increased
83
Baird Financial Group
Baird Financial Group
Wisconsin
$84.3M +$2.45M 4 0.24% Increased
84
Ariel Investments
Ariel Investments
Illinois
$84.2M +$77.3M 1 0.83% New
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$82.8M -$2.74M 3 0.16% Reduced
86
IP
Interval Partners
New York
$80.5M +$53.6M 2 3.11% Increased
87
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$79.8M +$41.3M 4 0.28% Increased
88
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.4M -$14.8M 6 0.05% Reduced
89
Natixis Advisors
Natixis Advisors
Massachusetts
$78.2M -$8.6M 3 0.41% Reduced
90
Commerce Bank
Commerce Bank
Missouri
$78M +$2.94M 3 0.59% Increased
91
ClearBridge Investments
ClearBridge Investments
New York
$76.9M +$15.8M 2 0.06% Increased
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.9M -$7.57M 4 0.16% Reduced
93
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$75.9M -$64.9K 2 0.29% Reduced
94
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$72.7M -$1.01M 1 0.18% Reduced
95
Barclays
Barclays
United Kingdom
$71.4M +$14.8M 7 0.04% Increased
96
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.1M +$48.3M 5 0.1% Increased
97
PGGM Investments
PGGM Investments
Netherlands
$70.4M -$4.12M 1 0.3% Reduced
98
Macquarie Group
Macquarie Group
Australia
$69M -$13.9M 3 0.1% Reduced
99
SSM
Sound Shore Management
Connecticut
$68.1M -$5.21M 1 1.99% Reduced
100
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$67.7M +$40.1M 3 0.09% Increased