← 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	Arrowstreet Capital Boston, Massachusetts	$249M	+$184M	5	0.22%	Increased
77	WCM Investment Management Laguna Beach, California	$247M	+$222M	1	0.58%	New
78	DekaBank Deutsche Girozentrale Frankfurt, Germany	$245M	-$1.9M	3	0.44%	Reduced
79	TW Transform Wealth Greenwood Village, Colorado	$241M	+$261M	2	18.06%	Increased
80	D1 Capital Partners New York	$235M	+$105M	1	3.96%	Increased
81	Swedbank Stockholm, Sweden	$232M	+$238M	2	0.31%	New
82	Mitsubishi UFJ Asset Management Tokyo, Japan	$231M	+$76M	6	0.28%	Increased
83	Zurich Cantonal Bank Zurich, Switzerland	$224M	+$18.6M	5	0.73%	Increased
84	Boston Partners Boston, Massachusetts	$221M	-$451M	2	0.27%	Reduced
85	Bank of Montreal Toronto, Ontario, Canada	$220M	+$17.1M	5	0.06%	Increased
86	AQR Capital Management Greenwich, Connecticut	$218M	+$96.8M	5	0.33%	Increased
87	Schroder Investment Management Group London, United Kingdom	$213M	+$12.2M	3	0.23%	Increased
88	SurgoCap Partners New York	$212M	+$195M	1	12.37%	New
89	HSBC Holdings London, United Kingdom	$208M	+$83M	6	0.13%	Increased
90	Natixis Advisors Boston, Massachusetts	$207M	-$6.2M	3	0.45%	Reduced
91	American Century Companies Kansas City, Missouri	$206M	-$18.8M	5	0.13%	Reduced
92	LPL Financial San Diego, California	$205M	+$61M	6	0.1%	Increased
93	BNP Paribas Financial Markets Paris, France	$199M	+$42.3M	6	0.16%	Increased
94	Wellington Management Group Boston, Massachusetts	$198M	+$117M	3	0.04%	Increased
95	Alyeska Investment Group Chicago, Illinois	$198M	+$92.2M	3	1.13%	Increased
96	Silvercrest Asset Management New York	$197M	+$1.63M	4	1.35%	Increased
97	Citigroup New York	$191M	+$20.3M	6	0.12%	Increased
98	Truist Financial Charlotte, North Carolina	$191M	+$13.2M	5	0.29%	Increased
99	State Board of Administration of Florida Retirement System Tallahassee, Florida	$187M	+$22.8M	4	0.37%	Increased
100	Mairs & Power Inc St Paul, Minnesota	$185M	-$16.3M	2	1.79%	Reduced