← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$114M -$799K 2 0.75% Reduced
77
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$109M +$6.85M 2 1.53% Increased
78
Allianz Asset Management
Allianz Asset Management
Germany
$105M +$12.1M 2 0.09% Increased
79
Man Group
Man Group
United Kingdom
$105M +$7.73M 2 0.37% Increased
80
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$98.5M -$1.22M 4 0.01% Reduced
81
AMF Tjänstepension
AMF Tjänstepension
Sweden
$98.1M +$38.2M 1 0.68% Increased
82
Artisan Partners
Artisan Partners
Wisconsin
$97.4M +$213K 1 0.12% Increased
83
Russell Investments Group
Russell Investments Group
United Kingdom
$96.6M -$29.8M 5 0.16% Reduced
84
Baird Financial Group
Baird Financial Group
Wisconsin
$90.5M -$937K 4 0.24% Reduced
85
Fred Alger Management
Fred Alger Management
New York
$88.6M -$2.94M 1 0.21% Reduced
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$87.2M +$19M 4 0.11% Increased
87
Barclays
Barclays
United Kingdom
$86.3M +$9.76M 6 0.04% Increased
88
Commerce Bank
Commerce Bank
Missouri
$85.1M +$1.39M 3 0.6% Increased
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$84.2M -$4.69M 2 0.16% Reduced
90
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$82M +$15.8M 4 0.31% Increased
91
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$82M +$4.04M 1 0.18% Increased
92
Natixis Advisors
Natixis Advisors
Massachusetts
$78.6M -$6.53M 3 0.37% Reduced
93
1832 Asset Management
1832 Asset Management
Ontario, Canada
$77.7M +$15.2M 2 0.15% Increased
94
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$77.1M -$4.87M 2 0.28% Reduced
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$76.9M -$4.35M 4 0.16% Reduced
96
Prudential Financial
Prudential Financial
New Jersey
$76.2M -$26.3M 4 0.1% Reduced
97
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$75.8M +$8.7M 3 0.46% Increased
98
Truist Financial
Truist Financial
North Carolina
$73.8M +$3.08M 3 0.12% Increased
99
SSM
Sound Shore Management
Connecticut
$70.6M -$2.32M 1 1.96% Reduced
100
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$70.3M +$1.26M 3 0.97% Increased