← 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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$128M -$1.11B 4 0.02% Reduced
77
Artisan Partners
Artisan Partners
Wisconsin
$125M +$55.1M 2 0.21% Increased
78
Truist Financial
Truist Financial
North Carolina
$115M -$1.38M 3 0.19% Reduced
79
Ariel Investments
Ariel Investments
Illinois
$113M -$27.4M 1 1.2% Reduced
80
Bank of Montreal
Bank of Montreal
Ontario, Canada
$111M +$26.4M 4 0.04% Increased
81
Commerce Bank
Commerce Bank
Missouri
$111M +$1.18M 3 0.87% Increased
82
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$110M -$14.5M 3 0.79% Reduced
83
Victory Capital Management
Victory Capital Management
Texas
$107M -$13.9M 3 0.12% Reduced
84
Federated Hermes
Federated Hermes
Pennsylvania
$106M +$4.08M 3 0.28% Increased
85
Westwood Holdings Group
Westwood Holdings Group
Texas
$104M -$7.59M 1 0.97% Reduced
86
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$104M +$2.42M 2 1.27% Increased
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$104M -$3.58M 4 0.25% Reduced
88
Russell Investments Group
Russell Investments Group
United Kingdom
$104M -$15.5M 5 0.21% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$101M -$3.1M 4 0.24% Reduced
90
Millennium Management
Millennium Management
New York
$95.6M -$39.9M 5 0.05% Reduced
91
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$95.5M +$93.6M 3 0.31% Increased
92
Allspring Global Investments
Allspring Global Investments
North Carolina
$94.6M +$804K 4 0.17% Increased
93
Baird Financial Group
Baird Financial Group
Wisconsin
$91.9M +$2.35M 3 0.25% Increased
94
Korea Investment Corp
Korea Investment Corp
South Korea
$89.4M -$2.56M 1 0.26% Reduced
95
Axa
Axa
France
$89M -$893K 1 0.31% Reduced
96
AMF Tjänstepension
AMF Tjänstepension
Sweden
$88.8M -$38.6M 2 0.86% Reduced
97
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$88.3M +$18.4M 4 0.11% Increased
98
IP
Interval Partners
New York
$86.7M +$14.4M 1 2.61% Increased
99
LPL Financial
LPL Financial
California
$84.2M +$8.17M 4 0.06% Increased
100
CIP
Champlain Investment Partners
Vermont
$83.3M -$75.6K 1 0.54% Reduced