← 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$281M +$188M 2 1.1% Increased
102
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$279M +$36.8M 3 1.46% Increased
103
Rockefeller Capital Management
Rockefeller Capital Management
New York
$277M +$28M 4 0.61% Increased
104
Russell Investments Group
Russell Investments Group
United Kingdom
$266M +$23.2M 6 0.34% Increased
105
HighTower Advisors
HighTower Advisors
Illinois
$264M +$11.3M 4 0.33% Increased
106
Two Sigma Investments
Two Sigma Investments
New York
$260M +$175M 4 0.46% Increased
107
CIP
Champlain Investment Partners
Vermont
$260M +$31.2M 2 1.81% Increased
108
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$256M +$211M 2 1.97% New
109
Prudential Financial
Prudential Financial
New Jersey
$255M +$94.6M 6 0.33% Increased
110
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$255M -$2.44M 5 0.45% Reduced
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$254M +$5.2M 5 0.53% Increased
112
Waverton Investment Management
Waverton Investment Management
United Kingdom
$253M -$8.54M 1 3.49% Reduced
113
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$246M -$87.4M 5 0.6% Reduced
114
Korea Investment Corp
Korea Investment Corp
South Korea
$245M -$32.7M 2 0.54% Reduced
115
Macquarie Group
Macquarie Group
Australia
$243M -$12.6M 5 0.3% Reduced
116
Truist Financial
Truist Financial
North Carolina
$243M +$7.78M 6 0.36% Increased
117
AIM
Allen Investment Management
New York
$239M +$163M 1 2.61% Increased
118
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$236M +$82.2M 4 0.4% Increased
119
Aberdeen Group
Aberdeen Group
United Kingdom
$230M +$18.8M 2 0.39% Increased
120
William Blair Investment Management
William Blair Investment Management
Illinois
$228M +$40.3M 1 0.61% Increased
121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$227M -$39.2M 3 0.44% Reduced
122
Tredje AP-fonden
Tredje AP-fonden
Sweden
$226M +$49.1M 1 1.8% Increased
123
AGF Management
AGF Management
Ontario, Canada
$226M +$35.3M 2 1.02% Increased
124
Adage Capital Partners
Adage Capital Partners
Massachusetts
$224M -$14.8M 2 0.38% Reduced
125
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$223M +$18.8M 5 0.58% Increased