← 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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$116M -$2.6M 5 0.16% Reduced
77
Silvercrest Asset Management
Silvercrest Asset Management
New York
$116M -$1.19M 2 0.78% Reduced
78
Principal Financial Group
Principal Financial Group
Iowa
$115M -$13.7M 4 0.08% Reduced
79
AMF Tjänstepension
AMF Tjänstepension
Sweden
$110M +$11.4M 1 0.8% Increased
80
Millennium Management
Millennium Management
New York
$109M +$65.1M 6 0.07% Increased
81
Russell Investments Group
Russell Investments Group
United Kingdom
$103M +$4.59M 5 0.17% Increased
82
Natixis Advisors
Natixis Advisors
Massachusetts
$100M +$23M 3 0.41% Increased
83
Artisan Partners
Artisan Partners
Wisconsin
$99.9M -$931K 1 0.12% Reduced
84
Barclays
Barclays
United Kingdom
$99.5M +$13.3M 6 0.04% Increased
85
Epoch Investment Partners
Epoch Investment Partners
New York
$98.8M -$28.9M 1 0.55% Reduced
86
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$97.9M -$1.5M 4 0.01% Reduced
87
Congress Asset Management
Congress Asset Management
Massachusetts
$92.7M +$98.9M 1 0.72% Increased
88
Baird Financial Group
Baird Financial Group
Wisconsin
$92.5M +$2.48M 4 0.24% Increased
89
1832 Asset Management
1832 Asset Management
Ontario, Canada
$92.4M +$10.7M 2 0.17% Increased
90
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$84.4M +$1.82M 4 0.33% Increased
91
Commerce Bank
Commerce Bank
Missouri
$84M -$1.79M 3 0.59% Reduced
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$82.5M -$2.66M 3 0.16% Reduced
93
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$77.9M -$5.05M 1 0.17% Reduced
94
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$77.3M +$4.58M 3 1.03% Increased
95
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$76.9M -$1.28M 2 0.29% Reduced
96
Truist Financial
Truist Financial
North Carolina
$76.8M +$2.67M 3 0.13% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$76.7M -$1.05M 4 0.16% Reduced
98
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.6M +$71.2M 3 0.3% Increased
99
Prudential Financial
Prudential Financial
New Jersey
$71.5M -$8.12M 4 0.1% Reduced
100
TW
Transform Wealth
Colorado
$70.5M +$64.1M 2 8.08% Increased