← 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
Macquarie Group
Macquarie Group
Australia
$181M +$71.2M 4 0.22% Increased
102
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$180M +$15.8M 4 0.36% Increased
103
Axa
Axa
France
$177M -$1.79M 3 0.58% Reduced
104
HighTower Advisors
HighTower Advisors
Illinois
$175M -$15.8M 3 0.24% Reduced
105
PointState Capital
PointState Capital
New York
$172M +$207M 1 2.49% New
106
Truist Financial
Truist Financial
North Carolina
$171M -$4.44M 6 0.27% Reduced
107
Russell Investments Group
Russell Investments Group
United Kingdom
$167M -$29.7M 6 0.23% Reduced
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$166M -$10.3M 5 0.38% Reduced
109
Carmignac Gestion
Carmignac Gestion
France
$166M +$115M 2 2.72% Increased
110
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$164M +$19.1M 2 0.53% Increased
111
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$164M +$186M 6 0.35% Increased
112
Adage Capital Partners
Adage Capital Partners
Massachusetts
$163M -$4.52M 3 0.3% Reduced
113
Rockefeller Capital Management
Rockefeller Capital Management
New York
$160M -$5.88M 4 0.4% Reduced
114
Lazard Asset Management
Lazard Asset Management
New York
$157M -$19.7M 2 0.24% Reduced
115
Westfield Capital Management
Westfield Capital Management
Massachusetts
$157M -$34.5M 1 0.76% Reduced
116
Waverton Investment Management
Waverton Investment Management
United Kingdom
$152M -$40.7M 1 2.36% Reduced
117
Renaissance Technologies
Renaissance Technologies
New York
$152M +$29.3M 3 0.23% Increased
118
VARA
Value Aligned Research Advisors
New Jersey
$151M +$138M 1 11% Increased
119
Aberdeen Group
Aberdeen Group
United Kingdom
$147M +$74.3M 2 0.29% Increased
120
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$147M +$10.6M 5 0.56% Increased
121
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$146M +$14.4M 3 1.47% Increased
122
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$145M +$6.46M 4 0.41% Increased
123
Panagora Asset Management
Panagora Asset Management
Massachusetts
$145M -$46M 5 0.72% Reduced
124
Aviva
Aviva
United Kingdom
$144M +$19.4M 3 0.35% Increased
125
Victory Capital Management
Victory Capital Management
Texas
$140M -$11.1M 5 0.14% Reduced