← 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
$58.4M +$604K 1 0.09% Increased
102
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$55.9M +$12.4M 3 0.18% Increased
103
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$53.7M -$4.11M 1 0.73% Reduced
104
ClearBridge Investments
ClearBridge Investments
New York
$51.8M +$38.3M 2 0.04% Increased
105
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$51.6M -$11.3M 4 0.39% Reduced
106
CIP
Champlain Investment Partners
Vermont
$49.8M +$1.19M 1 0.29% Increased
107
TD Asset Management
TD Asset Management
Ontario, Canada
$48.7M +$11.5M 1 0.06% Increased
108
Barclays
Barclays
United Kingdom
$48.3M -$9.25M 6 0.03% Reduced
109
AMF Tjänstepension
AMF Tjänstepension
Sweden
$47.9M -$25.5M 1 0.39% Reduced
110
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$47.2M -$10.1M 1 1.17% Reduced
111
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$46.9M -$18.5M 4 0.2% Reduced
112
Regions Financial Corp
Regions Financial Corp
Alabama
$45.7M -$1.75M 2 0.44% Reduced
113
ORIO
Old Republic International (ORI)
Illinois
$45.4M $0 1 1.13% Maintained
114
Renaissance Technologies
Renaissance Technologies
New York
$45M -$16.6M 5 0.05% Reduced
115
Homestead Advisers
Homestead Advisers
Virginia
$44.9M +$20.5M 1 1.11% Increased
116
US Bancorp
US Bancorp
Minnesota
$44.6M -$17.6M 5 0.1% Reduced
117
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$43.8M -$905K 1 0.51% Reduced
118
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$43.5M +$294K 1 0.31% Increased
119
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.1M +$14.7M 1 0.24% Increased
120
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$42M -$547K 3 1.04% Reduced
121
AIG
American International Group
New York
$41.6M -$2.41M 5 0.15% Reduced
122
Rockefeller Capital Management
Rockefeller Capital Management
New York
$40.6M +$8.75M 4 0.31% Increased
123
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$38.1M +$2.08M 2 0.18% Increased
124
KeyBank National Association
KeyBank National Association
Ohio
$36.2M +$711K 1 0.18% Increased
125
VOYA Investment Management
VOYA Investment Management
Georgia
$35.5M +$6.87M 5 0.07% Increased