← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$51.2M +$696K 5 0.04% Increased
102
Asset Management One
Asset Management One
Japan
$51M +$217K 1 0.11% Increased
103
Prudential Financial
Prudential Financial
New Jersey
$50M +$8.95M 4 0.07% Increased
104
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$49.6M +$8.2M 1 0.13% Increased
105
CBT
Capital Bank & Trust
California
$49.5M +$780K 1 0.65% Increased
106
Zacks Investment Management
Zacks Investment Management
Illinois
$46.4M +$421K 1 1.01% Increased
107
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$45.9M +$4.52M 1 0.49% Increased
108
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$45.5M +$16M 3 0.09% Increased
109
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$45.4M $0 1 1.33% Maintained
110
ALPS Advisors
ALPS Advisors
Colorado
$45.3M +$286K 2 0.3% Increased
111
M&T Bank
M&T Bank
New York
$45.3M +$91.4K 3 0.24% Increased
112
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$45.3M +$11M 3 1.05% Increased
113
Natixis Advisors
Natixis Advisors
Massachusetts
$44.8M +$8.6M 3 0.43% Increased
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$43M +$8.4M 2 0.12% Increased
115
Two Sigma Investments
Two Sigma Investments
New York
$41.4M -$44.3M 5 0.12% Reduced
116
Glenmede Trust
Glenmede Trust
Pennsylvania
$41.3M +$17.6M 4 0.18% Increased
117
Laurion Capital Management
Laurion Capital Management
New York
$39.5M +$32.9M 2 0.32% Increased
118
First Eagle Investment Management
First Eagle Investment Management
New York
$39.1M +$40.5M 1 0.1% New
119
Wedge Capital Management
Wedge Capital Management
North Carolina
$38.4M -$2.93M 1 0.38% Reduced
120
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.3M +$27M 1 0.09% Increased
121
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$38.1M -$41.5M 2 0.24% Reduced
122
Victory Capital Management
Victory Capital Management
Texas
$36.9M +$12.7M 1 0.08% Increased
123
Primecap Management
Primecap Management
California
$36.8M +$38.2M 1 0.03% New
124
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$35.8M +$85.1K 3 0.36% Increased
125
Westwood Holdings Group
Westwood Holdings Group
Texas
$35.7M +$34.3M 2 0.3% Increased