← 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
Nordea Investment Management
Nordea Investment Management
Sweden
$49.3M -$66.6M 1 0.09% Reduced
102
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.3M $0 1 0.8% Maintained
103
Barclays
Barclays
United Kingdom
$49M +$1.54M 6 0.03% Increased
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.4M -$3.45M 4 0.05% Reduced
105
Renaissance Technologies
Renaissance Technologies
New York
$47M -$39.7M 4 0.05% Reduced
106
Truist Financial
Truist Financial
North Carolina
$46.8M -$18.5M 2 0.1% Reduced
107
Davis Selected Advisers
Davis Selected Advisers
Arizona
$42.8M -$307K 1 0.24% Reduced
108
Regions Financial Corp
Regions Financial Corp
Alabama
$40.6M -$6.27M 2 0.44% Reduced
109
STRS Ohio
STRS Ohio
Ohio
$40.4M +$2.51M 5 0.17% Increased
110
ORIO
Old Republic International (ORI)
Illinois
$38.6M $0 1 1.06% Maintained
111
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$37.8M -$4.01M 2 0.37% Reduced
112
CIP
Champlain Investment Partners
Vermont
$37.1M -$4.12M 1 0.25% Reduced
113
AIG
American International Group
New York
$36.7M -$103K 5 0.18% Reduced
114
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36.7M +$694K 1 0.29% Increased
115
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$36.5M +$13.4M 2 0.14% Increased
116
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$34M +$6.96M 1 0.47% Increased
117
Holocene Advisors
Holocene Advisors
New York
$33.9M +$27.9M 1 0.26% Increased
118
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$33.7M +$6.66M 3 0.92% Increased
119
KBC Group
KBC Group
Belgium
$33.3M -$586K 3 0.2% Reduced
120
Millennium Management
Millennium Management
New York
$32.2M -$8.72M 5 0.04% Reduced
121
Panagora Asset Management
Panagora Asset Management
Massachusetts
$31.4M -$4.11M 5 0.2% Reduced
122
TD Asset Management
TD Asset Management
Ontario, Canada
$30.9M +$3.48M 1 0.04% Increased
123
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$30.7M -$1.74M 2 0.12% Reduced
124
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$30.6M -$1.05M 2 0.17% Reduced
125
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.4M +$12.1M 1 0.06% Increased