← 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
$34.7M -$2.59M 3 0.02% Reduced
102
Citigroup
Citigroup
New York
$33.4M -$41.4M 6 0.03% Reduced
103
Achmea Investment Management
Achmea Investment Management
Netherlands
$33.3M +$39.4M 2 1.53% New
104
Davis Selected Advisers
Davis Selected Advisers
Arizona
$32.4M -$62.2K 1 0.22% Reduced
105
Miller Howard Investments
Miller Howard Investments
New York
$31.7M -$38.1M 2 1.62% Reduced
106
NI
Nuance Investments
Missouri
$30.3M +$26.1M 1 1.05% Increased
107
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$30.2M +$97.3K 2 0.36% Increased
108
Barclays
Barclays
United Kingdom
$29.9M -$55.2M 6 0.02% Reduced
109
AIG
American International Group
New York
$29.7M -$2.81M 5 0.16% Reduced
110
Russell Investments Group
Russell Investments Group
United Kingdom
$29.4M -$13.3M 4 0.08% Reduced
111
ORIO
Old Republic International (ORI)
Illinois
$29.4M $0 1 0.92% Maintained
112
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$29.3M -$570K 1 0.74% Reduced
113
VOYA Investment Management
VOYA Investment Management
Georgia
$29.1M -$992K 5 0.08% Reduced
114
Commerce Bank
Commerce Bank
Missouri
$28.6M +$191K 2 0.35% Increased
115
CC
Carlson Capital
Texas
$28.5M +$27.4M 2 0.75% Increased
116
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$28.1M -$1.61M 1 0.07% Reduced
117
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$28M -$2.31M 1 0.31% Reduced
118
Causeway Capital Management
Causeway Capital Management
California
$27.9M -$164K 1 0.45% Reduced
119
Korea Investment Corp
Korea Investment Corp
South Korea
$27.7M +$1.9M 1 0.12% Increased
120
Chevy Chase Trust
Chevy Chase Trust
Maryland
$27.4M +$330K 1 0.13% Increased
121
River Road Asset Management
River Road Asset Management
Kentucky
$27.3M +$2.26M 1 0.61% Increased
122
STRS Ohio
STRS Ohio
Ohio
$27.3M +$3.37M 3 0.14% Increased
123
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$26.8M +$1.66M 1 0.33% Increased
124
Hamlin Capital Management
Hamlin Capital Management
New York
$26.4M -$36.6M 1 1.58% Reduced
125
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$25.8M $0 2 0.13% Maintained