← 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
William Blair & Company
William Blair & Company
Illinois
$614M +$12.2M 4 1.76% Increased
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$610M -$8.52M 6 0.65% Reduced
78
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$605M +$76.6M 5 0.39% Increased
79
Natixis Advisors
Natixis Advisors
Massachusetts
$600M +$33M 4 0.83% Increased
80
Bank of Montreal
Bank of Montreal
Ontario, Canada
$588M +$24.4M 5 0.22% Increased
81
Nordea Investment Management
Nordea Investment Management
Sweden
$579M +$35.7M 3 0.54% Increased
82
Citadel Advisors
Citadel Advisors
Florida
$551M +$8.27M 7 0.09% Increased
83
SEI Investments
SEI Investments
Pennsylvania
$537M -$76.3M 7 0.49% Reduced
84
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$536M +$30.9M 3 1.37% Increased
85
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$526M +$119M 5 0.71% Increased
86
DZ Bank
DZ Bank
Germany
$512M +$256M 4 0.45% Increased
87
Swedbank
Swedbank
Sweden
$502M +$32.4M 3 0.53% Increased
88
Rockefeller Capital Management
Rockefeller Capital Management
New York
$498M +$23.5M 8 0.88% Increased
89
Congress Asset Management
Congress Asset Management
Massachusetts
$494M +$958K 4 3.54% Increased
90
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$471M +$413K 7 0.66% Increased
91
Temasek Holdings
Temasek Holdings
Singapore
$470M -$1.57M 1 1.54% Reduced
92
Winslow Capital Management
Winslow Capital Management
Minnesota
$466M -$155M 1 1.82% Reduced
93
Tidal Investments
Tidal Investments
Wisconsin
$449M +$103M 5 0.95% Increased
94
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$428M -$12.1M 3 0.61% Reduced
95
Bridgewater Associates
Bridgewater Associates
Connecticut
$418M -$159M 3 1.86% Reduced
96
Jones Financial Companies
Jones Financial Companies
Missouri
$403M +$338M 8 0.19% Increased
97
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$403M -$14.4M 1 4.38% Reduced
98
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$397M $0 3 0.65% Maintained
99
Russell Investments Group
Russell Investments Group
United Kingdom
$373M +$16.8M 6 0.4% Increased
100
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$368M +$48.2M 6 0.8% Increased