← 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
126
Westfield Capital Management
Westfield Capital Management
Massachusetts
$360M +$105M 2 1.18% Increased
127
Danske Bank
Danske Bank
Denmark
$358M +$16.2M 4 0.71% Increased
128
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$358M +$16.8M 1 0.84% Increased
129
US Bancorp
US Bancorp
Minnesota
$354M +$17.1M 7 0.39% Increased
130
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$353M +$306M 1 1.71% Increased
131
Lazard Asset Management
Lazard Asset Management
New York
$353M +$2.24M 5 0.53% Increased
132
TCW Group
TCW Group
California
$352M -$1.54M 5 2.36% Reduced
133
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$349M -$2.12M 2 3.2% Reduced
134
William Blair Investment Management
William Blair Investment Management
Illinois
$340M +$106M 3 1.02% Increased
135
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$338M +$26.7M 7 0.31% Increased
136
AIM
Allen Investment Management
New York
$336M -$104M 1 3.99% Reduced
137
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$335M +$201M 4 0.65% Increased
138
Osaic Holdings
Osaic Holdings
Arizona
$332M +$9.21M 8 0.39% Increased
139
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$332M +$19.9M 6 0.5% Increased
140
Aberdeen Group
Aberdeen Group
United Kingdom
$332M -$48M 2 0.47% Reduced
141
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$329M +$2.69M 5 0.85% Increased
142
First Manhattan
First Manhattan
New York
$326M -$4.9M 3 0.83% Reduced
143
Credit Agricole
Credit Agricole
France
$324M +$91.7M 6 0.66% Increased
144
KBC Group
KBC Group
Belgium
$323M -$5.61M 7 0.7% Reduced
145
Los Angeles Capital Management
Los Angeles Capital Management
California
$320M +$117M 7 1.18% Increased
146
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310M -$1.26M 6 0.24% Reduced
147
Commerce Bank
Commerce Bank
Missouri
$308M -$25.9M 4 1.35% Reduced
148
Bahl & Gaynor
Bahl & Gaynor
Ohio
$304M -$2.84M 3 1.4% Reduced
149
Wasatch Advisors
Wasatch Advisors
Utah
$303M -$132M 1 1.98% Reduced
150
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$302M +$31.9M 7 0.51% Increased