← 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
101
Parnassus Investments
Parnassus Investments
California
$531M +$456M 1 1.42% Increased
102
Axiom Investors
Axiom Investors
Connecticut
$502M +$147M 2 4.34% Increased
103
Fundsmith LLP
Fundsmith LLP
United Kingdom
$481M +$418M 1 3.53% New
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$467M +$58.6M 7 0.77% Increased
105
Aviva
Aviva
United Kingdom
$465M +$25.6M 5 0.69% Increased
106
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$462M +$140M 5 0.78% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$454M -$1.22M 7 0.75% Reduced
108
SG Americas Securities
SG Americas Securities
New York
$449M +$309M 6 0.25% Increased
109
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$448M +$156M 5 1.16% Increased
110
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$436M +$15.4M 6 0.71% Increased
111
Winslow Capital Management
Winslow Capital Management
Minnesota
$424M -$177M 1 1.46% Reduced
112
HighTower Advisors
HighTower Advisors
Illinois
$422M -$8.61M 7 0.4% Reduced
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$412M -$8.33M 5 0.76% Reduced
114
Millennium Management
Millennium Management
New York
$408M -$687M 6 0.15% Reduced
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$407M -$1.81M 2 0.57% Reduced
116
Korea Investment Corp
Korea Investment Corp
South Korea
$405M -$12.3M 2 0.77% Reduced
117
Prudential Financial
Prudential Financial
New Jersey
$404M +$408K 6 0.44% Increased
118
Truist Financial
Truist Financial
North Carolina
$403M +$8.49M 7 0.48% Increased
119
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$393M -$75.1M 7 0.75% Reduced
120
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$391M +$13.1M 6 0.6% Increased
121
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$389M $0 3 0.66% Maintained
122
Quantinno Capital Management
Quantinno Capital Management
New York
$380M +$63.8M 6 0.46% Increased
123
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$380M +$200M 6 0.47% Increased
124
Allspring Global Investments
Allspring Global Investments
North Carolina
$378M +$33.6M 6 0.58% Increased
125
Life Cycle Investment Partners
Life Cycle Investment Partners
$372M +$323M 1 1.73% New