← 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
SEI Investments
SEI Investments
Pennsylvania
$391M +$75.5M 6 0.45% Increased
77
Swedbank
Swedbank
Sweden
$390M +$10.5M 2 0.44% Increased
78
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$384M -$279M 6 0.22% Reduced
79
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$371M +$295M 4 1.59% Increased
80
Two Sigma Advisers
Two Sigma Advisers
New York
$366M +$204M 1 0.75% Increased
81
William Blair & Company
William Blair & Company
Illinois
$365M +$116M 3 1.01% Increased
82
Mariner
Mariner
Kansas
$363M +$147M 5 0.52% Increased
83
WCM Investment Management
WCM Investment Management
California
$357M +$13M 2 0.81% Increased
84
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$343M +$53.7M 3 0.61% Increased
85
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$338M -$8.53M 5 0.65% Reduced
86
Temasek Holdings
Temasek Holdings
Singapore
$337M -$47.3M 3 1.29% Reduced
87
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$327M +$73.7M 6 0.58% Increased
88
Bahl & Gaynor
Bahl & Gaynor
Ohio
$326M -$89.8M 2 1.65% Reduced
89
Bank of Montreal
Bank of Montreal
Ontario, Canada
$326M -$17.3M 5 0.15% Reduced
90
HSBC Holdings
HSBC Holdings
United Kingdom
$320M -$26.2M 4 0.19% Reduced
91
Axa
Axa
France
$317M +$69.9M 3 0.91% Increased
92
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$312M -$8.22M 2 0.23% Reduced
93
VOYA Investment Management
VOYA Investment Management
Georgia
$312M +$139M 6 0.31% Increased
94
Capital Research Global Investors
Capital Research Global Investors
California
$302M -$296M 2 0.06% Reduced
95
Axiom Investors
Axiom Investors
Connecticut
$302M +$131M 1 2.48% Increased
96
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$296M +$2.54M 5 0.49% Increased
97
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$293M +$3.46M 5 0.52% Increased
98
Winslow Capital Management
Winslow Capital Management
Minnesota
$292M +$252M 1 0.98% Increased
99
Congress Asset Management
Congress Asset Management
Massachusetts
$291M -$5.28M 3 2% Reduced
100
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$285M +$13.2M 6 0.7% Increased