← 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$34.8M -$1.65M 2 0.12% Reduced
127
Chevy Chase Trust
Chevy Chase Trust
Maryland
$34.6M -$999K 1 0.12% Reduced
128
Davis Selected Advisers
Davis Selected Advisers
Arizona
$34.2M -$15.2M 1 0.16% Reduced
129
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.9M +$4.08M 4 0.08% Increased
130
SAM
Scopus Asset Management
New York
$33M +$8.02M 1 0.53% Increased
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.9M +$30.6M 3 0.15% Increased
132
ProShare Advisors
ProShare Advisors
Maryland
$32.8M -$507K 3 0.12% Reduced
133
STRS Ohio
STRS Ohio
Ohio
$32.4M -$14.6M 5 0.12% Reduced
134
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$31.8M -$159K 1 1.25% Reduced
135
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.8M -$5.12M 3 0.05% Reduced
136
HSBC Holdings
HSBC Holdings
United Kingdom
$30.8M +$7.22M 3 0.04% Increased
137
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$30.8M +$16.4M 4 0.11% Increased
138
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$30.6M +$15.7M 3 0.07% Increased
139
KBC Group
KBC Group
Belgium
$30.2M -$9.17M 4 0.14% Reduced
140
AIC
AWM Investment Company
New York
$29.7M +$849K 1 3.78% Increased
141
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$29.7M +$13.7M 1 0.23% Increased
142
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$28.9M +$984K 1 0.71% Increased
143
River Road Asset Management
River Road Asset Management
Kentucky
$28.2M +$1.09M 1 0.4% Increased
144
Asset Management One
Asset Management One
Japan
$28.1M -$252K 1 0.12% Reduced
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.1M -$54K 2 0.14% Reduced
146
Gabelli Funds
Gabelli Funds
New York
$28M -$312K 4 0.2% Reduced
147
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$27.8M -$5.13M 2 0.17% Reduced
148
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$27.5M -$2.25M 1 0.63% Reduced
149
Nomura Asset Management
Nomura Asset Management
Japan
$27.3M -$2.72M 1 0.18% Reduced
150
SC
Sasco Capital
Connecticut
$26.9M +$2.09M 1 3.81% Increased