← 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	New York State Common Retirement Fund Albany, New York	$342M	-$4.35M	6	0.46%	Reduced
77	1832 Asset Management Toronto, Ontario, Canada	$322M	+$260M	3	0.27%	Increased
78	CET Clean Energy Transition London, United Kingdom	$313M	-$76.1M	3	11.7%	Reduced
79	Susquehanna International Group Bala Cynwyd, Pennsylvania	$312M	+$272M	7	0.05%	Increased
80	Natixis Advisors Boston, Massachusetts	$309M	+$7.32M	3	0.58%	Increased
81	Baillie Gifford & Co Edinburgh, United Kingdom	$305M	-$175M	2	0.23%	Reduced
82	Bank of Montreal Toronto, Ontario, Canada	$304M	-$13.1M	5	0.14%	Reduced
83	DekaBank Deutsche Girozentrale Frankfurt, Germany	$296M	$0	3	0.55%	Maintained
84	VOYA Investment Management Atlanta, Georgia	$294M	-$49M	6	0.31%	Reduced
85	Congress Asset Management Boston, Massachusetts	$288M	-$3.91M	2	1.95%	Reduced
86	AQR Capital Management Greenwich, Connecticut	$288M	+$33.3M	6	0.37%	Increased
87	SEI Investments Oaks, Pennsylvania	$282M	+$23M	6	0.36%	Increased
88	LPL Financial San Diego, California	$266M	+$10.8M	6	0.11%	Increased
89	Jane Street New York	$263M	+$152M	7	0.06%	Increased
90	Wealth Enhancement Advisory Services Plymouth, Minnesota	$251M	+$51.9M	5	0.48%	Increased
91	HSBC Holdings London, United Kingdom	$251M	-$11.2M	6	0.15%	Reduced
92	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$248M	+$44.4M	6	0.24%	Increased
93	Castle Hook Partners New York	$247M	-$93.3M	1	3.06%	Reduced
94	BNP Paribas Asset Management Paris, France	$235M	+$52.4M	2	0.58%	Increased
95	Citigroup New York	$233M	-$97.7M	6	0.14%	Reduced
96	Polar Capital Holdings London, United Kingdom	$231M	+$136M	3	1.29%	Increased
97	Arrowstreet Capital Boston, Massachusetts	$229M	+$46M	4	0.18%	Increased
98	Qube Research & Technologies (QRT) London, United Kingdom	$229M	+$24.2M	4	0.3%	Increased
99	Russell Investments Group London, United Kingdom	$226M	+$44M	6	0.31%	Increased
100	State Board of Administration of Florida Retirement System Tallahassee, Florida	$224M	-$2.28M	4	0.43%	Reduced