← 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 Stockholm, Sweden	$68.8M	-$849K	1	0.09%	Reduced
102	Canada Life Winnipeg, Manitoba, Canada	$68.5M	+$2.32M	3	0.16%	Increased
103	Citigroup New York	$67.9M	-$947K	6	0.04%	Reduced
104	Folketrygdfondet Oslo Norway, Norway	$67.7M	+$6.51M	1	1.7%	Increased
105	CIP Champlain Investment Partners Burlington, Vermont	$66M	+$821K	1	0.32%	Increased
106	Mackenzie Financial Toronto Ontario, Ontario, Canada	$65.3M	+$1.24M	2	0.09%	Increased
107	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$65.2M	+$1.15M	4	0.05%	Increased
108	Federated Hermes Pittsburgh, Pennsylvania	$64.5M	-$6.85M	3	0.12%	Reduced
109	Factory Mutual Insurance Waltham, Massachusetts	$62M	+$66.4M	1	0.77%	New
110	Schroder Investment Management Group London, United Kingdom	$59.8M	+$4.24M	3	0.09%	Increased
111	US Bancorp Minneapolis, Minnesota	$59M	+$1.71M	6	0.11%	Increased
112	Adage Capital Partners Boston, Massachusetts	$57.9M	-$2.21M	1	0.11%	Reduced
113	Copeland Capital Management Conshohocken, Pennsylvania	$57.3M	+$4.12M	1	1.63%	Increased
114	Rockefeller Capital Management New York	$56.5M	+$1.78M	5	0.3%	Increased
115	ORIO Old Republic International (ORI) Chicago, Illinois	$56.4M	$0	1	1.18%	Maintained
116	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$55.9M	+$59.8M	2	0.06%	New
117	KBC Group Brussels, Belgium	$54.4M	-$381K	3	0.2%	Reduced
118	APG Asset Management Amsterdam, Netherlands	$54M	-$2.65M	1	0.1%	Reduced
119	Homestead Advisers Arlington, Virginia	$52.5M	+$208K	1	1.28%	Increased
120	Regions Financial Corp Birmingham, Alabama	$52M	-$1.6M	2	0.45%	Reduced
121	D.E. Shaw & Co New York	$51.7M	-$14.1M	6	0.05%	Reduced
122	Man Group London, United Kingdom	$50.8M	-$58.8M	2	0.18%	Reduced
123	Janney Montgomery Scott Philadelphia, Pennsylvania	$48.8M	+$3.7M	2	0.21%	Increased
124	Axa Paris, France	$46M	-$381K	1	0.13%	Reduced
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$44.9M	-$1.09M	3	0.09%	Reduced