← 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	Federated Hermes Pittsburgh, Pennsylvania	$70M	-$1.74M	3	0.13%	Reduced
102	Citigroup New York	$68.4M	-$32.7M	6	0.04%	Reduced
103	Nordea Investment Management Stockholm, Sweden	$67.2M	-$1.18M	1	0.09%	Reduced
104	Canada Life Winnipeg, Manitoba, Canada	$65.3M	-$991K	3	0.15%	Reduced
105	D.E. Shaw & Co New York	$64.9M	-$35.5M	4	0.06%	Reduced
106	Mackenzie Financial Toronto Ontario, Ontario, Canada	$64M	+$8.15M	2	0.09%	Increased
107	IP Interval Partners New York	$63.5M	-$22.9M	2	2.62%	Reduced
108	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$63.5M	-$4.65M	4	0.05%	Reduced
109	Folketrygdfondet Oslo Norway, Norway	$62.9M	+$31.5M	1	1.86%	Increased
110	CIP Champlain Investment Partners Burlington, Vermont	$62.5M	+$45.6K	1	0.3%	Increased
111	Citadel Advisors Miami, Florida	$59.7M	-$41M	5	0.01%	Reduced
112	Adage Capital Partners Boston, Massachusetts	$59.5M	-$2.39M	1	0.12%	Reduced
113	US Bancorp Minneapolis, Minnesota	$56.7M	-$1.46M	6	0.11%	Reduced
114	ORIO Old Republic International (ORI) Chicago, Illinois	$56M	$0	1	1.08%	Maintained
115	Rockefeller Capital Management New York	$54.7M	+$1.55M	5	0.31%	Increased
116	APG Asset Management Amsterdam, Netherlands	$54.5M	-$11.8M	1	0.09%	Reduced
117	KBC Group Brussels, Belgium	$54.5M	+$4.14M	3	0.2%	Increased
118	Schroder Investment Management Group London, United Kingdom	$53.7M	-$15.4M	3	0.07%	Reduced
119	Regions Financial Corp Birmingham, Alabama	$53.2M	-$943K	2	0.46%	Reduced
120	Homestead Advisers Arlington, Virginia	$52M	-$735K	1	1.2%	Reduced
121	PGGM Investments Zeist, Netherlands	$51M	-$23.8M	1	0.22%	Reduced
122	Copeland Capital Management Conshohocken, Pennsylvania	$50.8M	+$4.41M	1	1.52%	Increased
123	Millennium Management New York	$47.3M	-$96.5M	6	0.03%	Reduced
124	Axa Paris, France	$46.1M	+$23.6M	3	0.13%	Increased
125	Janney Montgomery Scott Philadelphia, Pennsylvania	$44.9M	+$1.1M	2	0.2%	Increased