← 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
KBC Group
KBC Group
Belgium
$28.7M +$13.7M 3 0.19% Increased
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$28.5M -$519K 2 0.12% Reduced
128
Adage Capital Partners
Adage Capital Partners
Massachusetts
$28.3M -$81.5M 1 0.07% Reduced
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
$28.2M -$2.42M 1 0.11% Reduced
130
Miller Howard Investments
Miller Howard Investments
New York
$28.1M -$6.99M 1 1.4% Reduced
131
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$27.4M -$88.1K 3 0.17% Reduced
132
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$26.2M +$3.15M 3 0.75% Increased
133
KeyBank National Association
KeyBank National Association
Ohio
$26.1M -$473K 1 0.15% Reduced
134
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.5M -$1.62M 1 0.2% Reduced
135
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$24.4M +$721K 2 0.18% Increased
136
ProShare Advisors
ProShare Advisors
Maryland
$24.3M +$9.52M 3 0.13% Increased
137
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.9M -$5.92M 1 0.28% Reduced
138
Old Mission Capital
Old Mission Capital
Illinois
$23.8M +$13.6M 1 1.71% Increased
139
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.5M -$756K 2 0.11% Reduced
140
TD Asset Management
TD Asset Management
Ontario, Canada
$23.4M -$2.34M 1 0.03% Reduced
141
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.1M +$2.89M 2 0.13% Increased
142
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$22.2M -$1.07M 1 0.57% Reduced
143
Asset Management One
Asset Management One
Japan
$22.1M -$159K 1 0.11% Reduced
144
Gabelli Funds
Gabelli Funds
New York
$22M -$816K 4 0.18% Reduced
145
VOYA Investment Management
VOYA Investment Management
Georgia
$21.7M -$10.3M 4 0.05% Reduced
146
ALPS Advisors
ALPS Advisors
Colorado
$21.5M -$2.06M 3 0.29% Reduced
147
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21.1M -$2.14M 4 0.18% Reduced
148
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$21M +$3.64M 1 1.08% Increased
149
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.6M +$139K 1 0.88% Increased
150
Rockefeller Capital Management
Rockefeller Capital Management
New York
$20.4M +$2.95M 3 0.21% Increased