← 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
Alyeska Investment Group
Alyeska Investment Group
Illinois
$91.4M +$89.3M 1 0.95% New
77
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$90.4M -$2.38M 2 1.23% Reduced
78
Commerce Bank
Commerce Bank
Missouri
$89.2M -$5.07M 3 0.72% Reduced
79
Russell Investments Group
Russell Investments Group
United Kingdom
$89M +$4.52M 4 0.18% Increased
80
Baird Financial Group
Baird Financial Group
Wisconsin
$86.7M -$54.6K 3 0.23% Reduced
81
Truist Financial
Truist Financial
North Carolina
$86.3M +$2.63M 4 0.15% Increased
82
Victory Capital Management
Victory Capital Management
Texas
$85.3M +$2.52M 3 0.1% Increased
83
Barclays
Barclays
United Kingdom
$85M +$14.4M 6 0.04% Increased
84
Adage Capital Partners
Adage Capital Partners
Massachusetts
$84.4M -$60.3M 1 0.2% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$82.1M -$1.37M 4 0.2% Reduced
86
1832 Asset Management
1832 Asset Management
Ontario, Canada
$81.9M -$9.34M 2 0.14% Reduced
87
Macquarie Group
Macquarie Group
Australia
$81.5M -$43.7M 2 0.1% Reduced
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$80.2M -$1.32M 4 0.2% Reduced
89
Congress Asset Management
Congress Asset Management
Massachusetts
$79.5M -$5.26M 1 0.8% Reduced
90
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$75M +$73.2M 1 0.27% New
91
Allianz Asset Management
Allianz Asset Management
Germany
$74.1M +$27.7M 2 0.14% Increased
92
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$71.2M -$961K 2 0.31% Reduced
93
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$71.1M +$1.51M 3 0.11% Increased
94
Two Sigma Investments
Two Sigma Investments
New York
$69.6M +$62.9M 5 0.22% Increased
95
Citigroup
Citigroup
New York
$69.4M -$251K 6 0.06% Reduced
96
Artisan Partners
Artisan Partners
Wisconsin
$69.3M -$29.3M 1 0.12% Reduced
97
Rockefeller Capital Management
Rockefeller Capital Management
New York
$69M -$1.47M 6 0.35% Reduced
98
Bank of Montreal
Bank of Montreal
Ontario, Canada
$67.4M -$23.4M 3 0.03% Reduced
99
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$62.8M +$8.03M 1 1.66% Increased
100
Korea Investment Corp
Korea Investment Corp
South Korea
$62.7M -$36.6M 1 0.2% Reduced