← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30M +$83.4K 1 0.17% Increased
127
Stifel Financial
Stifel Financial
Missouri
$29.7M +$29.1M 2 0.28% New
128
Trillium Asset Management
Trillium Asset Management
Massachusetts
$29.1M +$2.82M 2 2.73% Increased
129
VOYA Investment Management
VOYA Investment Management
Georgia
$29M -$39M 4 0.07% Reduced
130
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.8M -$1.36M 2 0.25% Reduced
131
Natixis Advisors
Natixis Advisors
Massachusetts
$28.7M +$3.14M 2 0.44% Increased
132
CIP
Champlain Investment Partners
Vermont
$28.2M +$7.31M 1 0.49% Increased
133
Korea Investment Corp
Korea Investment Corp
South Korea
$28.2M -$597K 1 0.25% Reduced
134
Capital International Inc
Capital International Inc
California
$28.2M -$1.61M 1 1.24% Reduced
135
Chevy Chase Trust
Chevy Chase Trust
Maryland
$28.1M -$115K 2 0.2% Reduced
136
Canada Life
Canada Life
Manitoba, Canada
$28.1M +$699K 3 0.1% Increased
137
Pinnacle Associates
Pinnacle Associates
New York
$27.3M +$275K 2 0.53% Increased
138
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.3M +$4.39M 1 0.08% Increased
139
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27M -$2.39M 3 0.74% Reduced
140
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$26.9M -$1.62M 1 1.21% Reduced
141
Wedge Capital Management
Wedge Capital Management
North Carolina
$26.6M -$120K 1 0.28% Reduced
142
SCM
SKBA Capital Management
California
$26.3M +$5.11M 1 2.45% Increased
143
Nomura Asset Management
Nomura Asset Management
Japan
$26.3M +$6.48M 1 0.48% Increased
144
Two Sigma Investments
Two Sigma Investments
New York
$26.3M -$3M 5 0.14% Reduced
145
BCM
Beddow Capital Management
Wyoming
$26.1M -$109K 2 7.18% Reduced
146
PGGM Investments
PGGM Investments
Netherlands
$26M -$20.1M 1 0.14% Reduced
147
SAM
Sentinel Asset Management
Vermont
$25.2M +$19.8M 1 0.5% Increased
148
Bartlett & Co
Bartlett & Co
Ohio
$25.2M +$328K 2 1.25% Increased
149
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$24.9M +$5.29M 4 0.29% Increased
150
Renaissance Technologies
Renaissance Technologies
New York
$24.5M -$24.6M 3 0.06% Reduced