← 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
Axa
Axa
France
$192M +$13.1M 2 0.58% Increased
77
Los Angeles Capital Management
Los Angeles Capital Management
California
$190M +$86.4M 2 0.65% Increased
78
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M -$14.5M 4 0.06% Reduced
79
Truist Financial
Truist Financial
North Carolina
$176M +$2.77M 4 0.27% Increased
80
Lazard Asset Management
Lazard Asset Management
New York
$169M -$36.9M 4 0.21% Reduced
81
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$169M +$7.64M 3 1.21% Increased
82
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$163M +$721K 2 1.7% Increased
83
Citigroup
Citigroup
New York
$160M +$46.3M 6 0.1% Increased
84
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$157M -$45.1M 2 0.34% Reduced
85
Federated Hermes
Federated Hermes
Pennsylvania
$153M +$11.6M 4 0.35% Increased
86
Commerce Bank
Commerce Bank
Missouri
$151M -$3.46M 2 1% Reduced
87
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$151M +$21.5M 5 0.21% Increased
88
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$150M +$66.8M 4 0.13% Increased
89
Point72 Asset Management
Point72 Asset Management
Connecticut
$150M +$110M 4 0.36% Increased
90
Baird Financial Group
Baird Financial Group
Wisconsin
$146M -$3.06M 3 0.31% Reduced
91
Russell Investments Group
Russell Investments Group
United Kingdom
$144M +$6.77M 5 0.23% Increased
92
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$143M +$54.7M 1 5.66% Increased
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$142M -$3.29M 4 0.3% Reduced
94
LPL Financial
LPL Financial
California
$141M +$8.66M 5 0.08% Increased
95
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$140M -$818K 3 0.36% Reduced
96
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$140M -$2.03M 2 0.42% Reduced
97
AMF Tjänstepension
AMF Tjänstepension
Sweden
$138M +$3.98M 2 1.05% Increased
98
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$127M -$21.1M 2 0.94% Reduced
99
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$126M +$10.9M 2 1.61% Increased
100
Robeco Schweiz
Robeco Schweiz
Switzerland
$125M +$15.6M 1 2.18% Increased