← 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
Two Sigma Investments
Two Sigma Investments
New York
$362M -$97.4M 6 0.29% Reduced
102
Munro Partners
Munro Partners
Australia
$355M -$25.9M 4 12.04% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$351M -$3.91M 6 0.66% Reduced
104
HighTower Advisors
HighTower Advisors
Illinois
$340M -$16.8M 6 0.36% Reduced
105
Aviva
Aviva
United Kingdom
$339M +$8.84M 4 0.57% Increased
106
AIM
Allen Investment Management
New York
$339M -$8.64M 1 4.19% Reduced
107
Wasatch Advisors
Wasatch Advisors
Utah
$336M -$13.2M 1 2.23% Reduced
108
Balyasny Asset Management
Balyasny Asset Management
Illinois
$332M +$67.4M 6 0.43% Increased
109
AGF Management
AGF Management
Ontario, Canada
$330M +$164M 3 1.48% Increased
110
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$329M +$57.3M 7 0.6% Increased
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$323M -$437K 5 0.66% Reduced
112
Korea Investment Corp
Korea Investment Corp
South Korea
$323M +$43M 2 0.67% Increased
113
Fred Alger Management
Fred Alger Management
New York
$322M -$71.5M 3 1.41% Reduced
114
Truist Financial
Truist Financial
North Carolina
$321M +$34.5M 6 0.43% Increased
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$318M +$6.14M 3 0.49% Increased
116
Aberdeen Group
Aberdeen Group
United Kingdom
$314M +$40.6M 2 0.51% Increased
117
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$310M +$35.6M 6 0.58% Increased
118
Marshall Wace
Marshall Wace
United Kingdom
$303M -$77.8M 5 0.3% Reduced
119
Prudential Financial
Prudential Financial
New Jersey
$300M -$46.2M 6 0.37% Reduced
120
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$292M -$5.22M 6 0.5% Reduced
121
Lazard Asset Management
Lazard Asset Management
New York
$282M +$52.8M 4 0.46% Increased
122
Allspring Global Investments
Allspring Global Investments
North Carolina
$278M +$14.1M 6 0.47% Increased
123
TCW Group
TCW Group
California
$271M +$53.7M 4 2.04% Increased
124
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$270M -$22M 2 0.28% Reduced
125
US Bancorp
US Bancorp
Minnesota
$266M +$17.9M 7 0.32% Increased