← 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
Asset Management One
Asset Management One
Japan
$46.2M -$574K 1 0.11% Reduced
102
Panagora Asset Management
Panagora Asset Management
Massachusetts
$45.7M +$28.3M 3 0.21% Increased
103
CIP
Champlain Investment Partners
Vermont
$45.6M +$1.23M 1 0.46% Increased
104
ClearBridge Investments
ClearBridge Investments
New York
$45.2M -$1.22M 3 0.05% Reduced
105
US Bancorp
US Bancorp
Minnesota
$45M -$2.72M 6 0.15% Reduced
106
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.5M +$3.95M 3 0.35% Increased
107
Victory Capital Management
Victory Capital Management
Texas
$41.2M +$5.09M 1 0.1% Increased
108
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$41M +$4.5M 3 1.18% Increased
109
ACM
Argent Capital Management
Missouri
$40.8M -$20.7M 2 2.06% Reduced
110
AMF Tjänstepension
AMF Tjänstepension
Sweden
$40.6M -$11.5M 1 0.45% Reduced
111
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$39.6M $0 1 1.46% Maintained
112
ALPS Advisors
ALPS Advisors
Colorado
$38.7M +$890K 2 0.3% Increased
113
Two Sigma Advisers
Two Sigma Advisers
New York
$38.3M +$37.5M 3 0.1% Increased
114
Natixis Advisors
Natixis Advisors
Massachusetts
$37.6M -$3.07M 3 0.37% Reduced
115
Canada Life
Canada Life
Manitoba, Canada
$36.4M -$13M 3 0.1% Reduced
116
M&T Bank
M&T Bank
New York
$36.3M -$3.19M 3 0.21% Reduced
117
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35.6M -$4.37M 2 0.09% Reduced
118
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.4M -$25.5M 1 0.1% Reduced
119
First Eagle Investment Management
First Eagle Investment Management
New York
$35.2M +$224K 1 0.1% Increased
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$33.9M -$2.12M 2 0.11% Reduced
121
Gotham Asset Management
Gotham Asset Management
New York
$33.7M +$27.5M 3 0.52% Increased
122
Davis Selected Advisers
Davis Selected Advisers
Arizona
$33.6M +$11.2M 1 0.19% Increased
123
HSBC Holdings
HSBC Holdings
United Kingdom
$32.1M +$7.42M 2 0.06% Increased
124
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$31.6M -$5.19M 2 0.23% Reduced
125
Primecap Management
Primecap Management
California
$31.3M -$1.78M 1 0.03% Reduced