← 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
Axa
Axa
France
$48.1M +$938K 1 0.19% Increased
102
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$46.5M +$3.77M 1 0.08% Increased
103
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$44.6M -$2.69M 1 0.11% Reduced
104
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$44.4M -$3.94M 1 0.49% Reduced
105
Prudential Financial
Prudential Financial
New Jersey
$43.7M -$15M 3 0.07% Reduced
106
Natixis Advisors
Natixis Advisors
Massachusetts
$39.4M +$499K 2 0.39% Increased
107
Panagora Asset Management
Panagora Asset Management
Massachusetts
$39.3M +$10.6M 2 0.16% Increased
108
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$38.9M -$878K 1 0.12% Reduced
109
Wedge Capital Management
Wedge Capital Management
North Carolina
$38.6M -$1.38M 1 0.37% Reduced
110
ABC
Anchor Bolt Capital
Illinois
$37.8M +$38.8M 1 1.53% New
111
PGGM Investments
PGGM Investments
Netherlands
$37.6M $0 1 0.21% Maintained
112
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$37.5M +$9.03M 3 0.4% Increased
113
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$37.3M -$212K 1 0.11% Reduced
114
IP
Interval Partners
New York
$36.7M +$37.7M 1 1.66% New
115
CC
Carlson Capital
Texas
$36M +$36.9M 1 0.54% New
116
US Bancorp
US Bancorp
Minnesota
$35.6M -$454K 5 0.11% Reduced
117
JCM
Janney Capital Management
Pennsylvania
$35.6M -$454K 2 1.55% Reduced
118
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$34.7M -$990K 1 0.7% Reduced
119
STRS Ohio
STRS Ohio
Ohio
$33.4M -$656K 2 0.15% Reduced
120
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$32.9M +$7.93M 2 0.77% Increased
121
Causeway Capital Management
Causeway Capital Management
California
$32.8M +$3.69M 1 0.35% Increased
122
KeyBank National Association
KeyBank National Association
Ohio
$30.8M -$1.05M 2 0.18% Reduced
123
South Texas Money Management
South Texas Money Management
Texas
$30.7M -$636K 1 1.41% Reduced
124
Swiss Life Asset Management
Swiss Life Asset Management
$30.4M +$26.8M 1 0.53% Increased
125
ORIO
Old Republic International (ORI)
Illinois
$30.2M $0 1 0.97% Maintained
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