← 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	London & Capital Asset Management London, United Kingdom	$314M	+$248M	1	3.24%	Increased
102	Fred Alger Management New York	$305M	+$222M	2	1.19%	Increased
103	Munro Partners Melbourne, Australia	$304M	+$194M	2	7.9%	Increased
104	Marshall Wace London, United Kingdom	$302M	+$266M	3	0.28%	Increased
105	Wasatch Advisors Salt Lake City, Utah	$298M	+$121M	1	1.77%	Increased
106	HighTower Advisors Chicago, Illinois	$296M	+$16.7M	5	0.32%	Increased
107	DekaBank Deutsche Girozentrale Frankfurt, Germany	$292M	$0	3	0.51%	Maintained
108	Russell Investments Group London, United Kingdom	$289M	+$11.4M	6	0.31%	Increased
109	State Board of Administration of Florida Retirement System Tallahassee, Florida	$285M	-$10.5M	6	0.5%	Reduced
110	Squarepoint New York	$281M	+$132M	4	0.3%	Increased
111	Tidal Investments Milwaukee, Wisconsin	$273M	+$82.1M	5	0.65%	Increased
112	Prudential Financial Newark, New Jersey	$269M	-$42.5M	5	0.32%	Reduced
113	Bahl & Gaynor Cincinnati, Ohio	$266M	-$18.9M	3	1.35%	Reduced
114	Aviva London, United Kingdom	$265M	+$16.1M	3	0.45%	Increased
115	AIM Allen Investment Management New York	$261M	+$2.34M	1	2.89%	Increased
116	Zurich Cantonal Bank Zurich, Switzerland	$260M	-$16M	5	0.56%	Reduced
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$259M	-$9.25M	5	0.5%	Reduced
118	Baillie Gifford & Co Edinburgh, United Kingdom	$258M	-$5.09M	2	0.21%	Reduced
119	Two Sigma Advisers New York	$256M	-$287M	4	0.5%	Reduced
120	Adage Capital Partners Boston, Massachusetts	$251M	-$7.19M	2	0.38%	Reduced
121	Truist Financial Charlotte, North Carolina	$244M	+$4.68M	6	0.33%	Increased
122	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$244M	+$3.96M	5	0.4%	Increased
123	PointState Capital New York	$243M	-$9.71M	1	3.57%	Reduced
124	Aberdeen Group Edinburgh, United Kingdom	$229M	-$5.42M	2	0.36%	Reduced
125	Susquehanna International Group Bala Cynwyd, Pennsylvania	$226M	-$5.24M	7	0.03%	Reduced