← 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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$58.7M -$1.98M 1 0.68% Reduced
102
Prudential Financial
Prudential Financial
New Jersey
$58.3M +$1.31M 4 0.09% Increased
103
Janus Henderson Group
Janus Henderson Group
$57.1M -$1.3M 3 0.03% Reduced
104
ClearBridge Investments
ClearBridge Investments
New York
$56.7M +$29.2M 3 0.05% Increased
105
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$54.9M +$1.53M 1 0.57% Increased
106
SG Americas Securities
SG Americas Securities
New York
$54.6M +$45.9M 4 0.4% Increased
107
ABC
Anchor Bolt Capital
Illinois
$53.1M +$15.9M 1 2.65% Increased
108
Natixis Advisors
Natixis Advisors
Massachusetts
$50.5M +$321K 3 0.44% Increased
109
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$50.5M -$6.47M 2 0.12% Reduced
110
M&T Bank
M&T Bank
New York
$49.5M -$2.58M 3 0.25% Reduced
111
CC
Carlson Capital
Texas
$49.3M +$47M 2 0.61% New
112
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$49.3M $0 1 1.54% Maintained
113
Renaissance Technologies
Renaissance Technologies
New York
$48.9M -$18.9M 5 0.05% Reduced
114
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$48.7M -$1.1M 3 1.09% Reduced
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.9M -$19.7M 3 0.05% Reduced
116
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$47.8M +$41M 4 0.34% Increased
117
ALPS Advisors
ALPS Advisors
Colorado
$47.8M -$4.52M 2 0.31% Reduced
118
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$46.8M +$3.15M 2 0.29% Increased
119
Victory Capital Management
Victory Capital Management
Texas
$46.1M +$3.13M 1 0.1% Increased
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$45.2M +$42.6M 1 0.1% New
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$45.1M -$4.31M 2 0.12% Reduced
122
Homestead Advisers
Homestead Advisers
Virginia
$44M -$12.7M 1 0.67% Reduced
123
TCW Group
TCW Group
California
$43.9M +$5.77M 1 0.36% Increased
124
Citigroup
Citigroup
New York
$43.3M +$25.6M 5 0.04% Increased
125
First Eagle Investment Management
First Eagle Investment Management
New York
$42.3M $0 1 0.11% Maintained