← 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
TD Asset Management
TD Asset Management
Ontario, Canada
$66.8M +$10M 1 0.07% Increased
102
Federated Hermes
Federated Hermes
Pennsylvania
$66.2M -$36.9M 3 0.13% Reduced
103
Truist Financial
Truist Financial
North Carolina
$65.9M -$4.05M 2 0.11% Reduced
104
Nordea Investment Management
Nordea Investment Management
Sweden
$64.7M -$3.18M 1 0.09% Reduced
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.6M -$6.01M 5 0.06% Reduced
106
CIP
Champlain Investment Partners
Vermont
$62.9M +$1.42M 1 0.33% Increased
107
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$62.7M +$2.99M 3 0.4% Increased
108
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$61.9M -$31.3M 5 0.08% Reduced
109
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$61.7M +$53.4M 3 0.93% Increased
110
Canada Life
Canada Life
Manitoba, Canada
$61.7M -$17.1M 3 0.15% Reduced
111
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.3M +$6.68M 4 0.25% Increased
112
APG Asset Management
APG Asset Management
Netherlands
$60.9M -$14.7M 1 0.1% Reduced
113
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$60.8M -$951K 1 0.78% Reduced
114
1832 Asset Management
1832 Asset Management
Ontario, Canada
$59.7M +$54.8M 2 0.13% Increased
115
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$57.9M +$4.96M 1 0.62% Increased
116
Adage Capital Partners
Adage Capital Partners
Massachusetts
$57.8M -$79.3M 1 0.12% Reduced
117
AMF Tjänstepension
AMF Tjänstepension
Sweden
$55M -$207K 1 0.41% Reduced
118
US Bancorp
US Bancorp
Minnesota
$53.3M +$1.48M 5 0.11% Increased
119
ORIO
Old Republic International (ORI)
Illinois
$52.3M $0 1 1.23% Maintained
120
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$51.3M +$19.9M 2 0.08% Increased
121
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$51.2M +$36.8M 4 0.01% Increased
122
Regions Financial Corp
Regions Financial Corp
Alabama
$50.5M -$1.9M 3 0.46% Reduced
123
Rockefeller Capital Management
Rockefeller Capital Management
New York
$49.3M +$2.82M 5 0.33% Increased
124
Homestead Advisers
Homestead Advisers
Virginia
$49.2M -$2.37M 1 1.18% Reduced
125
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$48.2M -$1.53M 3 1.09% Reduced