← 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
Truist Financial
Truist Financial
North Carolina
$97.6M +$3.24M 4 0.17% Increased
77
Russell Investments Group
Russell Investments Group
United Kingdom
$95.7M -$2.07M 5 0.19% Reduced
78
Epoch Investment Partners
Epoch Investment Partners
New York
$95.4M -$6.63M 2 0.57% Reduced
79
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$95M -$5.76M 2 1.26% Reduced
80
Victory Capital Management
Victory Capital Management
Texas
$94.5M +$1.05M 4 0.11% Increased
81
Westwood Holdings Group
Westwood Holdings Group
Texas
$91.7M -$28M 1 0.82% Reduced
82
Commerce Bank
Commerce Bank
Missouri
$91.6M -$6.65M 3 0.72% Reduced
83
Congress Asset Management
Congress Asset Management
Massachusetts
$90.4M +$3.47M 1 0.84% Increased
84
Two Sigma Investments
Two Sigma Investments
New York
$88.6M +$11.4M 5 0.25% Increased
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$88.5M -$1.64M 4 0.21% Reduced
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$87.3M -$470K 4 0.2% Reduced
87
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$87.1M +$24.6M 3 0.42% Increased
88
Baird Financial Group
Baird Financial Group
Wisconsin
$84.4M -$11M 4 0.21% Reduced
89
1832 Asset Management
1832 Asset Management
Ontario, Canada
$83M -$6.22M 2 0.12% Reduced
90
Barclays
Barclays
United Kingdom
$82.2M -$10.6M 6 0.04% Reduced
91
Federated Hermes
Federated Hermes
Pennsylvania
$81.2M +$44.1M 4 0.2% Increased
92
Rockefeller Capital Management
Rockefeller Capital Management
New York
$78.8M +$2.76M 3 0.34% Increased
93
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$75M -$3.11M 2 0.32% Reduced
94
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$74.3M -$720K 1 1.75% Reduced
95
Two Sigma Advisers
Two Sigma Advisers
New York
$73.3M +$19.7M 5 0.19% Increased
96
Citigroup
Citigroup
New York
$73.2M -$2.69M 5 0.05% Reduced
97
CIP
Champlain Investment Partners
Vermont
$73.1M -$785K 1 0.46% Reduced
98
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$71.2M -$7.91M 3 0.11% Reduced
99
Allspring Global Investments
Allspring Global Investments
North Carolina
$68.8M +$14.1M 5 0.11% Increased
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$68.2M -$23.2M 1 0.15% Reduced