← 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
Eagle Asset Management
Eagle Asset Management
Florida
$118M -$30.6M 1 0.61% Reduced
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$115M -$7.11M 5 0.15% Reduced
78
Victory Capital Management
Victory Capital Management
Texas
$113M -$40.4M 3 0.11% Reduced
79
LPU
Lansdowne Partners (UK)
United Kingdom
$109M -$38.1M 1 9.04% Reduced
80
Silvercrest Asset Management
Silvercrest Asset Management
New York
$107M -$6.83M 2 0.7% Reduced
81
Natixis Advisors
Natixis Advisors
Massachusetts
$105M -$1.34M 3 0.4% Reduced
82
Artisan Partners
Artisan Partners
Wisconsin
$98.7M -$5.28M 1 0.13% Reduced
83
Janus Henderson Group
Janus Henderson Group
$98.3M +$9.28M 3 0.05% Increased
84
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$97.1M +$1.92M 1 1.09% Increased
85
Epoch Investment Partners
Epoch Investment Partners
New York
$94.7M +$10M 2 0.46% Increased
86
1832 Asset Management
1832 Asset Management
Ontario, Canada
$88.1M -$17.9M 2 0.13% Reduced
87
Citadel Advisors
Citadel Advisors
Florida
$86.6M -$157M 5 0.02% Reduced
88
Baird Financial Group
Baird Financial Group
Wisconsin
$86.2M -$3.3M 3 0.21% Reduced
89
Congress Asset Management
Congress Asset Management
Massachusetts
$84.1M -$36.6K 1 0.72% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$82.1M -$1.13M 3 0.16% Reduced
91
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$82M +$1.31M 3 1.02% Increased
92
Truist Financial
Truist Financial
North Carolina
$80.4M +$3.33M 4 0.13% Increased
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$80M +$263K 4 0.16% Increased
94
Citigroup
Citigroup
New York
$79M +$16.7M 6 0.05% Increased
95
Bank of Montreal
Bank of Montreal
Ontario, Canada
$74.4M -$28.5M 4 0.04% Reduced
96
Osaic Holdings
Osaic Holdings
Arizona
$74.2M +$1.95M 6 0.14% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$72.1M -$6.6M 4 0.13% Reduced
98
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$70.9M -$4.18M 2 0.26% Reduced
99
Prudential Financial
Prudential Financial
New Jersey
$68.5M -$949K 3 0.09% Reduced
100
Barclays
Barclays
United Kingdom
$65.1M -$58.4M 6 0.05% Reduced