← 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
Victory Capital Management
Victory Capital Management
Texas
$115M +$3.41M 4 0.13% Increased
77
Russell Investments Group
Russell Investments Group
United Kingdom
$112M -$474K 5 0.22% Reduced
78
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$111M -$2.88M 3 1.38% Reduced
79
Truist Financial
Truist Financial
North Carolina
$109M -$4.64M 3 0.18% Reduced
80
Westwood Holdings Group
Westwood Holdings Group
Texas
$105M -$2.03M 1 0.94% Reduced
81
Congress Asset Management
Congress Asset Management
Massachusetts
$105M -$713K 1 0.91% Reduced
82
Commerce Bank
Commerce Bank
Missouri
$105M -$3.29M 3 0.78% Reduced
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$102M -$2.24M 4 0.23% Reduced
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$98.6M -$3.63M 3 0.22% Reduced
85
Federated Hermes
Federated Hermes
Pennsylvania
$96.5M +$689K 3 0.24% Increased
86
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$96.5M +$68M 2 1.09% Increased
87
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$93.8M +$12.8M 1 0.97% Increased
88
Allspring Global Investments
Allspring Global Investments
North Carolina
$90M +$7.56M 5 0.14% Increased
89
Korea Investment Corp
Korea Investment Corp
South Korea
$86.7M +$13.3M 1 0.24% Increased
90
Axa
Axa
France
$84.8M +$37.6M 1 0.28% Increased
91
Baird Financial Group
Baird Financial Group
Wisconsin
$84.5M -$12.4M 3 0.22% Reduced
92
Los Angeles Capital Management
Los Angeles Capital Management
California
$84.3M +$5.15M 3 0.34% Increased
93
Epoch Investment Partners
Epoch Investment Partners
New York
$84M -$24.4M 1 0.49% Reduced
94
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$83.7M +$206K 3 0.12% Increased
95
Point72 Asset Management
Point72 Asset Management
Connecticut
$82.2M +$10.7M 5 0.24% Increased
96
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$81.4M -$6.21M 2 0.36% Reduced
97
CIP
Champlain Investment Partners
Vermont
$81M -$3.24M 1 0.5% Reduced
98
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$77.1M -$8.11M 1 1.59% Reduced
99
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$76.8M +$2.07M 3 0.27% Increased
100
Bank of Montreal
Bank of Montreal
Ontario, Canada
$76.8M +$315K 4 0.03% Increased