← 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	Korea Investment Corp Seoul, South Korea	$184M	+$111M	2	0.46%	Increased
102	Federated Hermes Pittsburgh, Pennsylvania	$183M	+$26.4M	6	0.43%	Increased
103	Los Angeles Capital Management Los Angeles, California	$180M	-$10.4M	3	0.64%	Reduced
104	Holocene Advisors New York	$179M	+$167M	2	0.75%	Increased
105	Wealth Enhancement Advisory Services Plymouth, Minnesota	$178M	+$36.1M	4	0.42%	Increased
106	New York State Teachers Retirement System (NYSTRS) Albany, New York	$177M	+$31.7M	5	0.37%	Increased
107	Lazard Asset Management New York	$177M	+$7.22M	5	0.22%	Increased
108	SEI Investments Oaks, Pennsylvania	$176M	+$71.8M	6	0.25%	Increased
109	SCM Steadfast Capital Management New York	$167M	+$61.5M	1	3.52%	Increased
110	Adage Capital Partners Boston, Massachusetts	$167M	+$43.2M	3	0.31%	Increased
111	Point72 Asset Management Stamford, Connecticut	$165M	+$3.45M	3	0.43%	Increased
112	Haverford Trust Company Radnor, Pennsylvania	$161M	-$3.02M	3	1.7%	Reduced
113	Jane Street New York	$157M	+$111M	6	0.04%	Increased
114	Axa Paris, France	$156M	-$38.7M	3	0.46%	Reduced
115	HighTower Advisors Chicago, Illinois	$155M	+$42.3M	3	0.24%	Increased
116	Russell Investments Group London, United Kingdom	$148M	+$2M	5	0.24%	Increased
117	PointState Capital New York	$146M	+$135M	1	3.17%	New
118	D.E. Shaw & Co New York	$146M	+$104M	6	0.14%	Increased
119	Rockefeller Capital Management New York	$144M	+$62.4M	3	0.41%	Increased
120	Janney Montgomery Scott Philadelphia, Pennsylvania	$141M	+$397K	4	0.43%	Increased
121	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$140M	-$29.7M	4	0.88%	Reduced
122	Slate Path Capital New York	$139M	+$92.8M	1	2.65%	Increased
123	Commerce Bank Kansas City, Missouri	$137M	-$16.4M	3	0.88%	Reduced
124	Egerton Capital (UK) London, United Kingdom	$135M	+$124M	1	1.36%	New
125	Williams Jones Wealth Management New York	$134M	+$7.29M	3	1.66%	Increased