← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$88.8M +$11.1M 2 0.38% Increased
77
Korea Investment Corp
Korea Investment Corp
South Korea
$85.1M +$3.95M 1 0.26% Increased
78
Artisan Partners
Artisan Partners
Wisconsin
$82M -$5.9M 1 0.14% Reduced
79
Epoch Investment Partners
Epoch Investment Partners
New York
$81.5M -$1.4M 2 0.53% Reduced
80
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$80.3M -$12.2M 1 1.05% Reduced
81
CET
Clean Energy Transition
United Kingdom
$79.1M -$21.7M 2 9.07% Reduced
82
Commerce Bank
Commerce Bank
Missouri
$79M -$9.53M 3 0.69% Reduced
83
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.3M +$10.2M 3 0.03% Increased
84
1832 Asset Management
1832 Asset Management
Ontario, Canada
$77.7M +$6.53K 2 0.14% Increased
85
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$76.4M +$2.36M 2 1.13% Increased
86
Baird Financial Group
Baird Financial Group
Wisconsin
$73.5M -$892K 3 0.22% Reduced
87
Congress Asset Management
Congress Asset Management
Massachusetts
$72.1M +$5.35M 1 0.77% Increased
88
Janus Henderson Group
Janus Henderson Group
$72M -$1.71M 2 0.05% Reduced
89
Russell Investments Group
Russell Investments Group
United Kingdom
$71.1M +$23.3M 4 0.16% Increased
90
Truist Financial
Truist Financial
North Carolina
$70.9M -$98K 4 0.14% Reduced
91
D.E. Shaw & Co
D.E. Shaw & Co
New York
$70.7M +$8.33M 5 0.08% Increased
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$70.5M -$74.1K 4 0.18% Reduced
93
Victory Capital Management
Victory Capital Management
Texas
$70.1M +$15.8M 3 0.08% Increased
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$69.1M -$579K 2 0.18% Reduced
95
AQR Capital Management
AQR Capital Management
Connecticut
$63.2M -$34.4M 3 0.15% Reduced
96
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$60.8M -$36.1K 2 0.28% Reduced
97
Rockefeller Capital Management
Rockefeller Capital Management
New York
$59.7M +$9.27M 6 0.31% Increased
98
Barclays
Barclays
United Kingdom
$59.4M +$19.2M 6 0.06% Increased
99
Citigroup
Citigroup
New York
$59M +$6M 6 0.04% Increased
100
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$58M +$922K 3 0.1% Increased