← 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	Jane Street New York	$463M	-$87.9M	7	0.07%	Reduced
77	Bank of Montreal Toronto, Ontario, Canada	$457M	+$89.7M	6	0.18%	Increased
78	New York State Common Retirement Fund Albany, New York	$444M	-$23.3M	6	0.57%	Reduced
79	Mariner Overland Park, Kansas	$432M	+$23.8M	5	0.56%	Increased
80	WCM Investment Management Laguna Beach, California	$431M	+$13.4M	2	0.9%	Increased
81	SEI Investments Oaks, Pennsylvania	$424M	-$15.1M	6	0.46%	Reduced
82	William Blair & Company Chicago, Illinois	$419M	-$2.02M	3	1.11%	Reduced
83	HSBC Holdings London, United Kingdom	$417M	+$56.6M	3	0.23%	Increased
84	Bridgewater Associates Westport, Connecticut	$415M	-$64.3M	3	1.62%	Reduced
85	Swedbank Stockholm, Sweden	$398M	-$19.9M	2	0.4%	Reduced
86	Citadel Advisors Miami, Florida	$396M	+$132M	7	0.06%	Increased
87	Winslow Capital Management Minneapolis, Minnesota	$380M	+$72M	1	1.26%	Increased
88	Capital Research Global Investors Los Angeles, California	$379M	-$24.3M	1	0.07%	Reduced
89	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$375M	+$8M	5	0.6%	Increased
90	Axiom Investors Greenwich, Connecticut	$371M	+$18M	2	2.73%	Increased
91	DekaBank Deutsche Girozentrale Frankfurt, Germany	$362M	$0	3	0.61%	Maintained
92	Nordea Investment Management Stockholm, Sweden	$357M	+$197M	3	0.31%	Increased
93	Temasek Holdings Singapore	$354M	-$26.7M	2	1.22%	Reduced
94	AXA Investment Managers Puteaux, France	$347M	+$337M	3	0.94%	New
95	Baillie Gifford & Co Edinburgh, United Kingdom	$346M	-$11.2M	2	0.26%	Reduced
96	Bahl & Gaynor Cincinnati, Ohio	$333M	-$9.47M	2	1.65%	Reduced
97	Robeco Institutional Asset Management Rotterdam, Netherlands	$323M	+$120M	3	0.47%	Increased
98	Rockefeller Capital Management New York	$321M	+$527K	6	0.63%	Increased
99	Congress Asset Management Boston, Massachusetts	$321M	-$14.1M	3	2.13%	Reduced
100	Wealth Enhancement Advisory Services Plymouth, Minnesota	$310M	-$12.4M	6	0.47%	Reduced