← 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
US Bancorp
US Bancorp
Minnesota
$48.6M -$3.96M 6 0.14% Reduced
102
Victory Capital Management
Victory Capital Management
Texas
$48.3M +$11K 2 0.11% Increased
103
Baird Financial Group
Baird Financial Group
Wisconsin
$47.8M -$13.6M 3 0.28% Reduced
104
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.2M +$17.2M 4 0.06% Increased
105
Aberdeen Group
Aberdeen Group
United Kingdom
$45.3M -$10.1M 2 0.1% Reduced
106
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$45M +$30.5M 3 0.11% Increased
107
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$44.7M +$5.44M 1 1.41% Increased
108
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$43.2M +$6.49M 2 0.16% Increased
109
Gotham Asset Management
Gotham Asset Management
New York
$42.5M +$2.81M 3 0.62% Increased
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M +$19.6M 3 0.05% Increased
111
Natixis Advisors
Natixis Advisors
Massachusetts
$41.8M +$311K 3 0.37% Increased
112
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$40.4M -$5.9M 3 1.11% Reduced
113
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.4M -$18.5M 1 0.13% Reduced
114
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.3M -$1.12M 1 0.1% Reduced
115
Prudential Financial
Prudential Financial
New Jersey
$40M -$19.5M 4 0.07% Reduced
116
STRS Ohio
STRS Ohio
Ohio
$39.9M +$7.59M 3 0.18% Increased
117
ALPS Advisors
ALPS Advisors
Colorado
$39M -$5.95M 3 0.28% Reduced
118
First Eagle Investment Management
First Eagle Investment Management
New York
$37.9M -$4.16M 1 0.1% Reduced
119
Primecap Management
Primecap Management
California
$37.6M $0 1 0.03% Maintained
120
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.1M +$1.55M 1 0.67% Increased
121
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$36M +$14.4M 1 0.86% Increased
122
Causeway Capital Management
Causeway Capital Management
California
$35.9M +$8.35M 1 0.36% Increased
123
Davis Selected Advisers
Davis Selected Advisers
Arizona
$35.8M -$3.49M 1 0.18% Reduced
124
AMF Tjänstepension
AMF Tjänstepension
Sweden
$35.7M -$11.3M 1 0.36% Reduced
125
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$35.7M -$171K 1 0.13% Reduced