← 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
WIC
Willis Investment Counsel
Georgia
$44.1M +$4.47M 2 2.95% Increased
102
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$42.7M -$1.19M 1 0.15% Reduced
103
IAM
Iridian Asset Management
Connecticut
$41.4M -$46.7M 1 0.65% Reduced
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.6M +$857K 5 0.05% Increased
105
Causeway Capital Management
Causeway Capital Management
California
$40.4M +$2.22M 1 0.48% Increased
106
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$40.2M +$4.76M 2 0.1% Increased
107
Two Sigma Investments
Two Sigma Investments
New York
$39.9M -$37.5M 4 0.13% Reduced
108
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$39M -$2.45M 3 0.06% Reduced
109
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$38.8M +$498K 1 0.68% Increased
110
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37M -$20.4M 2 0.07% Reduced
111
AIG
American International Group
New York
$36.4M +$11.4M 5 0.15% Increased
112
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36M -$404K 1 0.18% Reduced
113
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$35.8M -$4.59M 2 0.26% Reduced
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.2M +$385K 2 0.09% Increased
115
TCW Group
TCW Group
California
$34.2M -$2.2M 1 0.39% Reduced
116
ALPS Advisors
ALPS Advisors
Colorado
$33.9M -$4.74M 3 0.26% Reduced
117
AMF Tjänstepension
AMF Tjänstepension
Sweden
$33.6M -$4.41M 1 0.34% Reduced
118
Axa
Axa
France
$32.9M -$24.1M 1 0.13% Reduced
119
VOYA Investment Management
VOYA Investment Management
Georgia
$32.4M -$716K 3 0.07% Reduced
120
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.5M $0 1 0.06% Maintained
121
ORIO
Old Republic International (ORI)
Illinois
$31.4M $0 1 0.84% Maintained
122
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$31.3M +$12.8M 1 0.29% Increased
123
Millennium Management
Millennium Management
New York
$31.3M -$39.2M 5 0.05% Reduced
124
Commerce Bank
Commerce Bank
Missouri
$30.6M -$379K 2 0.31% Reduced
125
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$30.5M +$26.6M 2 0.12% Increased