← 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	SurgoCap Partners New York	$300M	-$10.9M	1	14.98%	Reduced
77	Wellington Management Group Boston, Massachusetts	$297M	+$16.7M	4	0.05%	Increased
78	Mitsubishi UFJ Asset Management Tokyo, Japan	$296M	+$20.8M	6	0.32%	Increased
79	Congress Asset Management Boston, Massachusetts	$295M	-$19.5M	2	2.01%	Reduced
80	Lone Pine Capital Greenwich, Connecticut	$295M	-$61.6M	1	2.2%	Reduced
81	Citigroup New York	$289M	+$46.6M	6	0.17%	Increased
82	Natixis Advisors Boston, Massachusetts	$286M	+$50.6M	3	0.56%	Increased
83	Bank of Montreal Toronto, Ontario, Canada	$281M	+$27.6M	5	0.12%	Increased
84	DekaBank Deutsche Girozentrale Frankfurt, Germany	$281M	+$15.7M	3	0.52%	Increased
85	Castle Hook Partners New York	$268M	+$56.9M	1	5.02%	Increased
86	Holocene Advisors New York	$268M	+$8.05M	2	1.08%	Increased
87	Federated Hermes Pittsburgh, Pennsylvania	$261M	+$55.5M	6	0.57%	Increased
88	Viking Global Investors Stamford, Connecticut	$258M	-$272M	1	0.94%	Reduced
89	BNP Paribas Financial Markets Paris, France	$254M	+$13.9M	6	0.17%	Increased
90	SEI Investments Oaks, Pennsylvania	$247M	+$48.4M	6	0.32%	Increased
91	LPL Financial San Diego, California	$239M	+$4.8M	6	0.11%	Increased
92	AQR Capital Management Greenwich, Connecticut	$234M	-$5.62M	6	0.32%	Reduced
93	Lord, Abbett & Co Jersey City, New Jersey	$230M	-$38M	2	0.73%	Reduced
94	Vaughan Nelson Investment Management Houston, Texas	$229M	+$171M	3	2.04%	Increased
95	HSBC Holdings London, United Kingdom	$226M	-$24.8M	6	0.13%	Reduced
96	Korea Investment Corp Seoul, South Korea	$220M	-$3.52M	2	0.52%	Reduced
97	Truist Financial Charlotte, North Carolina	$213M	+$6.44M	4	0.33%	Increased
98	ECP Electron Capital Partners New York	$212M	+$12.6M	3	10.21%	Increased
99	State Board of Administration of Florida Retirement System Tallahassee, Florida	$207M	-$6.87M	4	0.4%	Reduced
100	Lazard Asset Management New York	$202M	+$12.3M	4	0.27%	Increased