← 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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$46.7M +$37.7M 1 0.11% Increased
102
Axa
Axa
France
$46.6M +$32M 1 0.18% Increased
103
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$44M +$24.5M 1 0.11% Increased
104
Wedge Capital Management
Wedge Capital Management
North Carolina
$42.6M +$2.09M 1 0.38% Increased
105
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$42.3M +$12.4M 1 0.08% Increased
106
Davenport & Co
Davenport & Co
Virginia
$42M -$72.4K 1 0.5% Reduced
107
Natixis Advisors
Natixis Advisors
Massachusetts
$41.1M +$5.16M 2 0.42% Increased
108
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$39.3M +$3.87M 1 0.11% Increased
109
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$37.3M +$1.06M 1 0.26% Increased
110
PGGM Investments
PGGM Investments
Netherlands
$37.2M -$18.1M 1 0.21% Reduced
111
Federated Hermes
Federated Hermes
Pennsylvania
$37.2M -$6.74M 2 0.1% Reduced
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$37.1M -$856K 1 0.1% Reduced
113
US Bancorp
US Bancorp
Minnesota
$36.6M +$2.24M 5 0.11% Increased
114
JCM
Janney Capital Management
Pennsylvania
$35.6M -$339K 2 1.52% Reduced
115
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$35.3M -$359K 1 0.69% Reduced
116
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$33.9M -$12.1M 2 0.07% Reduced
117
STRS Ohio
STRS Ohio
Ohio
$33.7M -$502K 2 0.14% Reduced
118
Causeway Capital Management
Causeway Capital Management
California
$33.2M +$1.66M 1 0.35% Increased
119
KeyBank National Association
KeyBank National Association
Ohio
$31.5M -$1.57M 2 0.18% Reduced
120
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$31.2M +$29M 2 0.32% Increased
121
South Texas Money Management
South Texas Money Management
Texas
$31M -$630K 1 1.44% Reduced
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.3M -$534K 1 0.13% Reduced
123
ORIO
Old Republic International (ORI)
Illinois
$29.9M $0 1 0.95% Maintained
124
PTC
Philadelphia Trust Company
Pennsylvania
$29.6M +$3.06M 2 2.33% Increased
125
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$29.3M +$268K 1 2.54% Increased