← 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
HighTower Advisors
HighTower Advisors
Illinois
$220M +$6.72M 4 0.3% Increased
102
Axa
Axa
France
$216M +$26.9M 3 0.66% Increased
103
Panagora Asset Management
Panagora Asset Management
Massachusetts
$215M +$123M 5 0.99% Increased
104
Lazard Asset Management
Lazard Asset Management
New York
$212M +$8.66M 4 0.31% Increased
105
Truist Financial
Truist Financial
North Carolina
$210M -$8.83M 5 0.33% Reduced
106
HRT Financial
HRT Financial
New York
$204M +$154M 5 1.05% Increased
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$203M -$7.86M 5 0.43% Reduced
108
Waverton Investment Management
Waverton Investment Management
United Kingdom
$203M -$35M 1 3.23% Reduced
109
Westfield Capital Management
Westfield Capital Management
Massachusetts
$201M +$62.1M 1 0.88% Increased
110
Adage Capital Partners
Adage Capital Partners
Massachusetts
$199M +$23.6M 2 0.35% Increased
111
CIP
Champlain Investment Partners
Vermont
$196M +$96.1M 2 1.24% Increased
112
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$196M +$202M 2 0.39% New
113
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$195M -$46.4M 3 1.82% Reduced
114
National Bank of Canada
National Bank of Canada
Quebec, Canada
$194M +$55.6M 6 0.21% Increased
115
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$194M +$151M 2 0.6% Increased
116
Rockefeller Capital Management
Rockefeller Capital Management
New York
$192M -$23.7M 4 0.5% Reduced
117
SCM
Steadfast Capital Management
New York
$185M -$5.74M 1 3.76% Reduced
118
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$185M -$18M 6 0.53% Reduced
119
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$182M -$49.3M 2 0.57% Reduced
120
ECP
Electron Capital Partners
New York
$181M -$87.3M 2 9.41% Reduced
121
William Blair Investment Management
William Blair Investment Management
Illinois
$181M +$20M 2 0.44% Increased
122
Victory Capital Management
Victory Capital Management
Texas
$179M -$5.52M 5 0.18% Reduced
123
Silvercrest Asset Management
Silvercrest Asset Management
New York
$176M -$17M 4 1.18% Reduced
124
Korea Investment Corp
Korea Investment Corp
South Korea
$169M -$79.7M 2 0.4% Reduced
125
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$169M +$14.9M 4 0.47% Increased