← 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$34.7M -$18.4M 5 0.07% Reduced
127
Primecap Management
Primecap Management
California
$34.5M $0 1 0.03% Maintained
128
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.5M +$17.6M 3 0.22% Increased
129
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$33.9M +$6.54M 2 0.09% Increased
130
VOYA Investment Management
VOYA Investment Management
Georgia
$33.8M +$7.27M 3 0.07% Increased
131
ClearBridge Investments
ClearBridge Investments
New York
$33.7M -$18.8M 3 0.03% Reduced
132
STRS Ohio
STRS Ohio
Ohio
$32.8M -$8.38M 3 0.15% Reduced
133
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$32.1M +$10.5M 1 0.27% Increased
134
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.6M -$329K 1 0.06% Reduced
135
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.5M -$9.9M 1 0.08% Reduced
136
ORIO
Old Republic International (ORI)
Illinois
$31.5M $0 1 0.81% Maintained
137
JCM
Janney Capital Management
Pennsylvania
$31.5M -$1.26M 2 1.71% Reduced
138
Commerce Bank
Commerce Bank
Missouri
$31M -$1.21M 3 0.35% Reduced
139
TD Asset Management
TD Asset Management
Ontario, Canada
$29.9M -$866K 1 0.04% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.5M -$34.4K 1 0.12% Reduced
141
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.2M -$1.65M 4 0.23% Reduced
142
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29M -$58.9M 1 0.07% Reduced
143
KeyBank National Association
KeyBank National Association
Ohio
$28.8M -$365K 1 0.17% Reduced
144
SC
Sasco Capital
Connecticut
$28.8M +$29.3M 1 2.73% Increased
145
First Eagle Investment Management
First Eagle Investment Management
New York
$28.5M -$6.54M 1 0.08% Reduced
146
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$28.4M -$931K 1 2.55% Reduced
147
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$28M +$3.18M 3 0.22% Increased
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$26.8M -$884K 2 0.13% Reduced
149
Gabelli Funds
Gabelli Funds
New York
$26.5M +$58.4K 4 0.17% Increased
150
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.1M -$55.1K 5 0.22% Reduced