← 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
Temasek Holdings
Temasek Holdings
Singapore
$252M +$164M 3 1.02% Increased
77
LPL Financial
LPL Financial
California
$249M +$29.4M 6 0.1% Increased
78
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$249M +$36.6M 5 0.24% Increased
79
Citadel Advisors
Citadel Advisors
Florida
$246M -$98.4M 6 0.05% Reduced
80
National Bank of Canada
National Bank of Canada
Quebec, Canada
$239M +$83.6M 6 0.25% Increased
81
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$234M +$35.7M 2 0.63% Increased
82
Natixis Advisors
Natixis Advisors
Massachusetts
$233M -$31.6M 3 0.43% Reduced
83
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$230M -$19.3M 2 0.2% Reduced
84
Bank of Montreal
Bank of Montreal
Ontario, Canada
$230M -$38M 5 0.11% Reduced
85
Congress Asset Management
Congress Asset Management
Massachusetts
$221M -$10.7M 2 1.66% Reduced
86
HSBC Holdings
HSBC Holdings
United Kingdom
$221M +$1.53M 5 0.14% Increased
87
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$212M -$40.2M 2 0.42% Reduced
88
Millennium Management
Millennium Management
New York
$210M -$160M 6 0.11% Reduced
89
WCM Investment Management
WCM Investment Management
California
$202M -$502M 2 0.52% Reduced
90
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$202M -$9.58M 5 0.39% Reduced
91
SEI Investments
SEI Investments
Pennsylvania
$201M -$40.7M 6 0.26% Reduced
92
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$200M +$78.1M 3 0.43% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$193M +$1.06M 5 0.38% Increased
94
Castle Hook Partners
Castle Hook Partners
New York
$193M -$42M 1 2% Reduced
95
Bridgewater Associates
Bridgewater Associates
Connecticut
$190M +$119M 1 0.88% Increased
96
CIP
Champlain Investment Partners
Vermont
$189M +$33.4M 2 1.37% Increased
97
Korea Investment Corp
Korea Investment Corp
South Korea
$188M +$48.4M 2 0.46% Increased
98
CET
Clean Energy Transition
United Kingdom
$187M -$86.2M 3 23.17% Reduced
99
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$187M +$36M 6 0.54% Increased
100
Holocene Advisors
Holocene Advisors
New York
$186M -$186M 1 0.54% Reduced