← 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
$144M -$623K 4 0.02% Reduced
77
Axa
Axa
France
$137M +$33.2M 2 0.44% Increased
78
Truist Financial
Truist Financial
North Carolina
$134M +$3.84M 4 0.21% Increased
79
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$131M +$33.7M 2 0.17% Increased
80
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$126M +$7.55M 2 1.39% Increased
81
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$123M -$733K 3 0.92% Reduced
82
Commerce Bank
Commerce Bank
Missouri
$120M -$3.42M 2 0.86% Reduced
83
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$119M -$25.7M 1 0.97% Reduced
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$117M +$2.53M 4 0.24% Increased
85
Baird Financial Group
Baird Financial Group
Wisconsin
$115M +$10.6M 3 0.26% Increased
86
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$113M -$3.7M 4 0.25% Reduced
87
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$109M +$21.2M 2 0.36% Increased
88
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$109M +$1.01M 3 0.32% Increased
89
Ariel Investments
Ariel Investments
Illinois
$108M -$15.8M 1 1.08% Reduced
90
Federated Hermes
Federated Hermes
Pennsylvania
$108M -$10.1M 4 0.27% Reduced
91
Victory Capital Management
Victory Capital Management
Texas
$107M -$12.1M 3 0.11% Reduced
92
Russell Investments Group
Russell Investments Group
United Kingdom
$106M -$9.1M 4 0.19% Reduced
93
AMF Tjänstepension
AMF Tjänstepension
Sweden
$104M +$4.03M 2 0.89% Increased
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$102M -$44.1M 1 0.21% Reduced
95
LPL Financial
LPL Financial
California
$101M +$5.56M 4 0.06% Increased
96
HSBC Holdings
HSBC Holdings
United Kingdom
$99.6M +$32.1M 3 0.09% Increased
97
CIP
Champlain Investment Partners
Vermont
$96.5M +$5.37M 1 0.57% Increased
98
Mariner
Mariner
Kansas
$94.7M +$3.08M 4 0.22% Increased
99
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$94M +$6.92M 5 0.17% Increased
100
Allspring Global Investments
Allspring Global Investments
North Carolina
$92.5M -$11.9M 4 0.15% Reduced