← 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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$306M -$20.7M 6 0.54% Reduced
102
Prudential Financial
Prudential Financial
New Jersey
$303M +$6.44M 6 0.36% Increased
103
HighTower Advisors
HighTower Advisors
Illinois
$302M +$14.8M 5 0.34% Increased
104
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$298M -$13M 6 0.68% Reduced
105
Russell Investments Group
Russell Investments Group
United Kingdom
$290M -$7.36M 6 0.33% Reduced
106
CIP
Champlain Investment Partners
Vermont
$280M -$62.8M 2 2.11% Reduced
107
Two Sigma Investments
Two Sigma Investments
New York
$279M -$28.4M 4 0.41% Reduced
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$275M -$10.3M 5 0.54% Reduced
109
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$273M +$1.88M 5 0.45% Increased
110
Truist Financial
Truist Financial
North Carolina
$269M +$7.7M 6 0.36% Increased
111
Macquarie Group
Macquarie Group
Australia
$268M -$13.1M 5 0.31% Reduced
112
Adage Capital Partners
Adage Capital Partners
Massachusetts
$267M +$17.5M 2 0.42% Increased
113
Waverton Investment Management
Waverton Investment Management
United Kingdom
$258M -$35.1M 1 3.33% Reduced
114
Aviva
Aviva
United Kingdom
$258M +$14.4M 3 0.47% Increased
115
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$256M -$22.4M 5 0.42% Reduced
116
Aberdeen Group
Aberdeen Group
United Kingdom
$255M +$9.44M 2 0.4% Increased
117
Man Group
Man Group
United Kingdom
$254M +$62.4M 4 0.44% Increased
118
AGF Management
AGF Management
Ontario, Canada
$252M +$4.54M 2 1.11% Increased
119
Allianz Asset Management
Allianz Asset Management
Germany
$248M +$90.1M 3 0.28% Increased
120
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$244M +$12.9M 5 0.78% Increased
121
PointState Capital
PointState Capital
New York
$244M -$1.42M 1 3.64% Reduced
122
AIM
Allen Investment Management
New York
$243M -$34.1M 1 2.7% Reduced
123
Guinness Asset Management
Guinness Asset Management
United Kingdom
$241M +$239M 1 3.84% New
124
Lazard Asset Management
Lazard Asset Management
New York
$237M +$4.26M 2 0.32% Increased
125
William Blair Investment Management
William Blair Investment Management
Illinois
$237M -$62M 1 0.61% Reduced