← 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
Mariner
Mariner
Kansas
$453M +$22.6M 5 0.54% Increased
77
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$449M +$53.5M 3 1.08% Increased
78
Bridgewater Associates
Bridgewater Associates
Connecticut
$449M +$8.25M 3 1.64% Increased
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
$445M +$1.05M 5 0.15% Increased
80
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$435M -$5.87M 6 0.73% Reduced
81
Man Group
Man Group
United Kingdom
$434M +$218M 5 0.74% Increased
82
Nordea Investment Management
Nordea Investment Management
Sweden
$425M +$37.4M 3 0.37% Increased
83
SG Americas Securities
SG Americas Securities
New York
$425M +$412M 6 0.54% Increased
84
Jennison Associates
Jennison Associates
New York
$424M +$366M 2 0.25% Increased
85
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$418M -$54.7M 5 0.28% Reduced
86
Congress Asset Management
Congress Asset Management
Massachusetts
$409M +$104M 4 2.88% Increased
87
National Bank of Canada
National Bank of Canada
Quebec, Canada
$406M +$216M 6 0.37% Increased
88
Swedbank
Swedbank
Sweden
$397M +$35.8M 3 0.38% Increased
89
WCM Investment Management
WCM Investment Management
California
$394M -$71.3M 1 0.81% Reduced
90
Holocene Advisors
Holocene Advisors
New York
$385M +$189M 1 0.81% Increased
91
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$380M -$43.7M 6 0.51% Reduced
92
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$378M +$225M 5 0.38% Increased
93
Two Sigma Investments
Two Sigma Investments
New York
$374M +$116M 5 0.53% Increased
94
Rockefeller Capital Management
Rockefeller Capital Management
New York
$358M +$34.6M 6 0.65% Increased
95
Temasek Holdings
Temasek Holdings
Singapore
$356M -$12.8M 2 1.13% Reduced
96
Jane Street
Jane Street
New York
$341M -$94.5M 7 0.05% Reduced
97
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$340M +$10.3M 5 0.51% Increased
98
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$335M -$1.48M 3 0.48% Reduced
99
Renaissance Technologies
Renaissance Technologies
New York
$335M -$123M 5 0.52% Reduced
100
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$317M +$6.24M 5 0.43% Increased