← 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
Allianz Asset Management
Allianz Asset Management
Germany
$68M -$12.7M 2 0.12% Reduced
102
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$67.4M +$63.7M 1 0.85% Increased
103
Mariner
Mariner
Kansas
$66.2M +$16.7M 3 0.19% Increased
104
Los Angeles Capital Management
Los Angeles Capital Management
California
$65.7M +$55M 3 0.29% Increased
105
M&T Bank
M&T Bank
New York
$65.6M +$1.82M 3 0.25% Increased
106
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.3M -$8.33M 4 0.03% Reduced
107
Macquarie Group
Macquarie Group
Australia
$65.1M -$24.1M 2 0.08% Reduced
108
LPL Financial
LPL Financial
California
$65M +$5.2M 3 0.05% Increased
109
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$63.6M -$3.32M 2 0.26% Reduced
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$62.3M +$6.36M 2 0.15% Increased
111
Korea Investment Corp
Korea Investment Corp
South Korea
$60.9M -$7.32M 1 0.18% Reduced
112
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$60.6M +$5.16M 4 0.14% Increased
113
Artisan Partners
Artisan Partners
Wisconsin
$59.7M -$17.4M 1 0.1% Reduced
114
AGF Management
AGF Management
Ontario, Canada
$59.6M -$378K 1 0.41% Reduced
115
Corient Private Wealth
Corient Private Wealth
Florida
$59.1M +$9.16M 3 0.16% Increased
116
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.1M +$53.9M 2 0.18% Increased
117
LPU
Lansdowne Partners (UK)
United Kingdom
$59M -$1.94M 1 9.1% Reduced
118
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$58M +$32.5M 4 0.26% Increased
119
Homestead Advisers
Homestead Advisers
Virginia
$57.5M -$1.23M 1 1.6% Reduced
120
AQR Capital Management
AQR Capital Management
Connecticut
$55M -$3.77M 4 0.12% Reduced
121
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.9M -$2.12M 3 0.03% Reduced
122
HighTower Advisors
HighTower Advisors
Illinois
$53.4M +$1.69M 3 0.12% Increased
123
ORIO
Old Republic International (ORI)
Illinois
$53.1M $0 1 1.7% Maintained
124
US Bancorp
US Bancorp
Minnesota
$52.9M +$1.16M 6 0.09% Increased
125
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$51.4M -$4.76M 1 0.8% Reduced