← 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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$122M -$9.27M 1 0.23% Reduced
102
AQR Capital Management
AQR Capital Management
Connecticut
$121M +$7.48M 4 0.21% Increased
103
Mariner
Mariner
Kansas
$121M -$1.85M 4 0.25% Reduced
104
HSBC Holdings
HSBC Holdings
United Kingdom
$119M -$9.14M 4 0.08% Reduced
105
Victory Capital Management
Victory Capital Management
Texas
$119M -$17.4M 4 0.12% Reduced
106
CIP
Champlain Investment Partners
Vermont
$116M +$4.52M 1 0.66% Increased
107
HighTower Advisors
HighTower Advisors
Illinois
$109M +$6M 3 0.18% Increased
108
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$109M -$1.11M 2 0.42% Reduced
109
Homestead Advisers
Homestead Advisers
Virginia
$107M -$164K 1 2.52% Reduced
110
Ariel Investments
Ariel Investments
Illinois
$106M -$27.9M 1 1.04% Reduced
111
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$105M +$9.19M 4 0.41% Increased
112
National Bank of Canada
National Bank of Canada
Quebec, Canada
$104M +$19.9M 6 0.16% Increased
113
SEI Investments
SEI Investments
Pennsylvania
$104M +$4.1M 4 0.15% Increased
114
Pacer Advisors
Pacer Advisors
Pennsylvania
$100M +$78.1M 4 0.23% Increased
115
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$100M +$2.27M 1 1.82% Increased
116
AGF Management
AGF Management
Ontario, Canada
$98.8M -$7.11M 1 0.55% Reduced
117
Canada Life
Canada Life
Manitoba, Canada
$98.4M +$10.3M 3 0.2% Increased
118
Allspring Global Investments
Allspring Global Investments
North Carolina
$98.3M -$16.2M 4 0.15% Reduced
119
Alyeska Investment Group
Alyeska Investment Group
Illinois
$96.8M +$28.2M 2 0.6% Increased
120
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$96.3M -$9.42M 2 0.22% Reduced
121
D1 Capital Partners
D1 Capital Partners
New York
$96.1M +$94.2M 1 1.46% New
122
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$89.5M -$1.2M 1 1.03% Reduced
123
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$89.1M +$21.6M 2 0.38% Increased
124
M&T Bank
M&T Bank
New York
$88.6M -$7.91M 2 0.31% Reduced
125
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$87.3M +$6.74M 4 0.2% Increased