← 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
$47M +$11.8M 4 0.19% Increased
127
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$46.8M +$7.45M 1 1.46% Increased
128
AIG
American International Group
New York
$46M -$1.91M 5 0.16% Reduced
129
Moore Capital Management
Moore Capital Management
New York
$42.9M +$35.5M 2 0.54% Increased
130
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$42.8M -$24.7M 2 0.09% Reduced
131
KeyBank National Association
KeyBank National Association
Ohio
$42.1M +$377K 1 0.2% Increased
132
HRT Financial
HRT Financial
New York
$41.8M +$25.4M 2 0.42% Increased
133
Aberdeen Group
Aberdeen Group
United Kingdom
$41.4M +$16.2M 1 0.09% Increased
134
Cullen Capital Management
Cullen Capital Management
New York
$41M +$29.6M 2 0.44% Increased
135
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$40.9M -$2.63M 2 0.2% Reduced
136
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40.2M -$412K 4 0.09% Reduced
137
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1M +$2.11M 3 0.16% Increased
138
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$37.6M -$2.45M 2 0.13% Reduced
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$37.3M -$2.38M 1 0.13% Reduced
140
M&T Bank
M&T Bank
New York
$36.3M +$14M 3 0.16% Increased
141
HSBC Holdings
HSBC Holdings
United Kingdom
$36.1M +$422K 3 0.04% Increased
142
SC
Sasco Capital
Connecticut
$36M +$3.49M 1 4.5% Increased
143
Renaissance Technologies
Renaissance Technologies
New York
$35.6M -$10.2M 4 0.04% Reduced
144
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$34.2M $0 1 0.28% Maintained
145
Royce & Associates
Royce & Associates
New York
$33.5M +$15.6M 3 0.23% Increased
146
ICOM
Investment Counselors of Maryland
Maryland
$33.3M +$1.01M 1 0.86% Increased
147
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$33.1M -$90K 2 0.15% Reduced
148
Asset Management One
Asset Management One
Japan
$32.9M -$207K 1 0.13% Reduced
149
Trillium Asset Management
Trillium Asset Management
Massachusetts
$32.7M +$3.44M 1 1.03% Increased
150
E
Ergoteles
New York
$32.7M +$23.8M 3 1.02% Increased