← 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
Prudential Financial
Prudential Financial
New Jersey
$44M -$30.7M 3 0.08% Reduced
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$42.1M -$7.8M 1 0.15% Reduced
103
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$41.7M +$515K 1 0.59% Increased
104
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$41.3M +$21.4M 1 0.68% Increased
105
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$41.1M +$8M 1 3.51% Increased
106
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$40.6M -$9.75M 4 0.13% Reduced
107
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$40.6M -$1.19M 1 0.06% Reduced
108
Baird Financial Group
Baird Financial Group
Wisconsin
$40.6M +$42.5M 2 0.4% New
109
Capital Research Global Investors
Capital Research Global Investors
California
$40.5M $0 1 0.01% Maintained
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$40.2M -$2.4M 3 0.14% Reduced
111
SCM
SKBA Capital Management
California
$38.6M +$7.06K 1 3.02% Increased
112
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$37.9M +$34K 1 0.64% Increased
113
BlackRock Japan
BlackRock Japan
Japan
$37.5M +$707K 1 0.14% Increased
114
JP
Jana Partners
New York
$37.1M +$38.8M 1 0.22% New
115
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$36.4M -$1.17M 3 0.2% Reduced
116
JCM
Janney Capital Management
Pennsylvania
$35.4M +$388K 1 1.51% Increased
117
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$35.2M +$36.9M 1 0.97% New
118
First Trust Advisors
First Trust Advisors
Illinois
$34.4M +$9.8M 4 0.09% Increased
119
Putnam Investments
Putnam Investments
Massachusetts
$34.3M -$178K 2 0.07% Reduced
120
BAPIM
British Airways Pensions Investment Management
United Kingdom
$34.2M +$7.01M 1 1.05% Increased
121
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34M +$30M 2 0.09% Increased
122
AC
Ascend Capital
California
$33.7M +$33M 1 1.11% Increased
123
1832 Asset Management
1832 Asset Management
Ontario, Canada
$33.6M -$21.8M 2 0.11% Reduced
124
UBS O'Connor
UBS O'Connor
Illinois
$32.7M +$23.6M 1 0.27% Increased
125
Wedge Capital Management
Wedge Capital Management
North Carolina
$32.5M -$1.13M 1 0.32% Reduced