← 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$200M +$142M 4 0.3% Increased
102
HighTower Advisors
HighTower Advisors
Illinois
$196M +$14.3M 4 0.28% Increased
103
FFM
Fullerton Fund Management
Singapore
$194M +$18.7M 1 8.14% Increased
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$193M -$9.2M 5 0.4% Reduced
105
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$193M -$2.76M 5 0.42% Reduced
106
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$193M -$42.6M 6 0.57% Reduced
107
Silvercrest Asset Management
Silvercrest Asset Management
New York
$190M -$23.8M 4 1.29% Reduced
108
Rockefeller Capital Management
Rockefeller Capital Management
New York
$190M +$6.36M 4 0.51% Increased
109
Alyeska Investment Group
Alyeska Investment Group
Illinois
$189M -$40M 3 0.97% Reduced
110
Axa
Axa
France
$189M +$19.8M 3 0.56% Increased
111
Waverton Investment Management
Waverton Investment Management
United Kingdom
$185M +$12.8M 1 3.05% Increased
112
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$184M +$102M 6 0.17% Increased
113
Renaissance Technologies
Renaissance Technologies
New York
$176M +$72.2M 5 0.27% Increased
114
Victory Capital Management
Victory Capital Management
Texas
$175M +$26.4M 5 0.17% Increased
115
Point72 Asset Management
Point72 Asset Management
Connecticut
$174M -$23M 3 0.44% Reduced
116
D.E. Shaw & Co
D.E. Shaw & Co
New York
$172M -$6.68M 5 0.15% Reduced
117
Russell Investments Group
Russell Investments Group
United Kingdom
$171M +$5.16M 6 0.25% Increased
118
Adage Capital Partners
Adage Capital Partners
Massachusetts
$170M -$18.1M 3 0.3% Reduced
119
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$168M -$2.43M 2 1.58% Reduced
120
William Blair Investment Management
William Blair Investment Management
Illinois
$167M +$164M 1 0.41% New
121
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$166M +$14.4M 4 0.9% Increased
122
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$166M +$1.25M 3 1.62% Increased
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$165M +$73.9M 2 0.41% Increased
124
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$161M -$111M 4 0.14% Reduced
125
Merewether Investment Management
Merewether Investment Management
Texas
$161M -$21.4M 2 7.43% Reduced