← 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
Janus Henderson Group
Janus Henderson Group
$54.9M -$5.21M 2 0.03% Reduced
102
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.8M +$3.34M 3 0.33% Increased
103
Bahl & Gaynor
Bahl & Gaynor
Ohio
$53.6M -$1.53M 1 0.37% Reduced
104
Russell Investments Group
Russell Investments Group
United Kingdom
$51.5M -$3.65M 4 0.1% Reduced
105
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$51.2M +$47.9M 3 0.14% New
106
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$47.9M +$1.9M 2 0.11% Increased
107
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.7M -$2.47M 5 0.05% Reduced
108
Truist Financial
Truist Financial
North Carolina
$47.5M +$36M 3 0.1% Increased
109
Glenmede Trust
Glenmede Trust
Pennsylvania
$45.7M -$22.1M 5 0.21% Reduced
110
Folketrygdfondet
Folketrygdfondet
Norway
$44.2M -$19.9M 1 1.44% Reduced
111
AIG
American International Group
New York
$40.9M -$590K 5 0.16% Reduced
112
Davis Selected Advisers
Davis Selected Advisers
Arizona
$39.6M -$1.28M 1 0.19% Reduced
113
Causeway Capital Management
Causeway Capital Management
California
$39.2M -$9.14M 1 0.42% Reduced
114
River Road Asset Management
River Road Asset Management
Kentucky
$38.9M +$10.8M 1 0.61% Increased
115
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$38.4M -$2.84M 2 0.27% Reduced
116
VOYA Investment Management
VOYA Investment Management
Georgia
$38M +$892K 5 0.08% Increased
117
Axa
Axa
France
$37M -$397K 1 0.15% Reduced
118
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36.5M +$772K 1 0.31% Increased
119
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$36.3M -$33.4M 1 0.76% Reduced
120
ALPS Advisors
ALPS Advisors
Colorado
$36.3M -$2.2M 3 0.28% Reduced
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$35.9M -$2.83M 2 0.09% Reduced
122
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$35.9M $0 1 0.07% Maintained
123
ORIO
Old Republic International (ORI)
Illinois
$35.8M $0 1 0.9% Maintained
124
NIMC
NWQ Investment Management Company
California
$35.3M +$1.78M 2 0.88% Increased
125
Commerce Bank
Commerce Bank
Missouri
$34.8M -$58.8K 2 0.33% Reduced