← 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
Barclays
Barclays
United Kingdom
$139M +$22.8M 6 0.05% Increased
77
Korea Investment Corp
Korea Investment Corp
South Korea
$138M -$5.69M 1 0.36% Reduced
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$135M +$182K 5 0.17% Increased
79
Silvercrest Asset Management
Silvercrest Asset Management
New York
$127M -$3.83M 2 0.81% Reduced
80
1832 Asset Management
1832 Asset Management
Ontario, Canada
$122M +$17.2M 2 0.22% Increased
81
Natixis Advisors
Natixis Advisors
Massachusetts
$121M +$5.78M 3 0.46% Increased
82
Bank of Montreal
Bank of Montreal
Ontario, Canada
$114M -$25.2M 4 0.06% Reduced
83
Artisan Partners
Artisan Partners
Wisconsin
$114M -$3.6M 1 0.13% Reduced
84
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$110M -$3.06M 5 0.01% Reduced
85
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$104M -$34M 2 1.28% Reduced
86
Baird Financial Group
Baird Financial Group
Wisconsin
$103M -$2.63M 4 0.24% Reduced
87
Janus Henderson Group
Janus Henderson Group
$98.5M -$161M 3 0.04% Reduced
88
Epoch Investment Partners
Epoch Investment Partners
New York
$96.8M -$16.8M 1 0.49% Reduced
89
Congress Asset Management
Congress Asset Management
Massachusetts
$95.8M -$10.9M 1 0.73% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$94.4M -$1.19M 3 0.17% Reduced
91
Millennium Management
Millennium Management
New York
$91.6M -$31.8M 6 0.05% Reduced
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$90.4M +$1.44M 4 0.18% Increased
93
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$88.3M -$2.37M 3 1.08% Reduced
94
Truist Financial
Truist Financial
North Carolina
$87.8M -$1.06M 4 0.13% Reduced
95
Russell Investments Group
Russell Investments Group
United Kingdom
$87.5M -$29.4M 5 0.14% Reduced
96
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$84.5M -$4.56M 2 0.29% Reduced
97
TW
Transform Wealth
Colorado
$84.3M +$43.9K 2 8.81% Increased
98
Prudential Financial
Prudential Financial
New Jersey
$77.9M -$1.83M 4 0.1% Reduced
99
CIP
Champlain Investment Partners
Vermont
$73.7M -$148K 1 0.33% Reduced
100
Scout Investments
Scout Investments
Missouri
$73.3M +$55.1M 2 1.06% Increased