← 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	Teacher Retirement System of Texas Austin, Texas	$46.7M	-$135K	3	0.41%	Reduced
102	UBS Zurich, Switzerland	$46.3M	+$5.25M	5	0.05%	Increased
103	Putnam Investments Boston, Massachusetts	$43.3M	-$41.6M	2	0.12%	Reduced
104	PGGM Investments Zeist, Netherlands	$42.7M	-$22.4M	1	0.25%	Reduced
105	SAC Capital Advisors Stamford, Connecticut	$41.9M	+$14.9M	2	0.23%	Increased
106	Millennium Management New York	$38.4M	+$8.34M	3	0.12%	Increased
107	BlackRock Japan Tokyo, Japan	$38.1M	-$15.2K	1	0.18%	Reduced
108	State of Wisconsin Investment Board Madison, Wisconsin	$37.7M	-$1.81M	1	0.16%	Reduced
109	US Bancorp Minneapolis, Minnesota	$37.6M	+$459K	5	0.17%	Increased
110	Swiss National Bank Zurich, Switzerland	$36.6M	+$672K	3	0.15%	Increased
111	Mondrian Investment Partners London, United Kingdom	$36M	+$34.4M	1	0.53%	New
112	APG Asset Management Amsterdam, Netherlands	$35.9M	-$6.59M	1	0.11%	Reduced
113	IAM Impax Asset Management Portsmouth, New Hampshire	$35.7M	+$693K	3	2.38%	Increased
114	Capital International Los Angeles, California	$34.9M	-$6.04M	2	2.29%	Reduced
115	Hamlin Capital Management New York	$34.7M	-$927K	1	2.6%	Reduced
116	HI Honeywell International Charlotte, North Carolina	$33.6M	-$19.5M	1	0.86%	Reduced
117	Nuveen Charlotte, North Carolina	$33.5M	-$507K	1	0.22%	Reduced
118	Capital International Sarl Los Angeles, California	$33.5M	+$5.23M	1	1.91%	Increased
119	Renaissance Technologies New York	$33M	+$1.8M	4	0.08%	Increased
120	Hardman Johnston Global Advisors Stamford, Connecticut	$32.6M	-$961K	1	2.18%	Reduced
121	BNP Paribas Financial Markets Paris, France	$31.9M	+$16.6M	4	0.02%	Increased
122	Wedge Capital Management Charlotte, North Carolina	$31.7M	-$68.7K	1	0.37%	Reduced
123	ACM Atlanta Capital Management Atlanta, Georgia	$31M	+$95K	1	0.22%	Increased
124	Bowen Hanes & Co Ponte Vedra Beach, Florida	$30.2M	-$260K	1	1.54%	Reduced
125	Highbridge Capital Management New York	$29.8M	-$82.8M	1	0.31%	Reduced