← 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
APG Asset Management
APG Asset Management
Netherlands
$45.6M -$11.4M 1 0.09% Reduced
127
LPL Financial
LPL Financial
California
$44.2M +$4.07M 3 0.04% Increased
128
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$43.6M -$2.38M 1 0.29% Reduced
129
KeyBank National Association
KeyBank National Association
Ohio
$43.6M -$1.6M 2 0.18% Reduced
130
M&T Bank
M&T Bank
New York
$42.8M +$3.92M 3 0.19% Increased
131
Trillium Asset Management
Trillium Asset Management
Massachusetts
$41.9M -$2.46M 1 1.11% Reduced
132
GF
Greenhouse Funds
Maryland
$41.1M +$1.48M 1 4.15% Increased
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$40.5M +$252K 3 0.13% Increased
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.3M -$1.72M 3 0.14% Reduced
135
Axa
Axa
France
$39.3M -$4.63M 1 0.11% Reduced
136
Advisors Capital Management
Advisors Capital Management
New Jersey
$39.1M +$4.6M 1 1.07% Increased
137
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.6M -$478K 1 0.13% Reduced
138
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$38M -$167K 2 0.17% Reduced
139
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$36.5M +$3.29M 5 0.14% Increased
140
Two Sigma Investments
Two Sigma Investments
New York
$36.2M +$4.7M 3 0.11% Increased
141
Allspring Global Investments
Allspring Global Investments
North Carolina
$36.1M -$13.8M 4 0.05% Reduced
142
Whittier Trust
Whittier Trust
California
$35.3M +$86.8K 4 0.6% Increased
143
Allianz Asset Management
Allianz Asset Management
Germany
$34.8M -$13.7M 3 0.03% Reduced
144
Gabelli Funds
Gabelli Funds
New York
$34.1M -$3.58M 4 0.22% Reduced
145
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$33.7M -$428K 2 0.16% Reduced
146
ACM
Argent Capital Management
Missouri
$33.3M +$124K 1 1.05% Increased
147
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$33.1M -$1.43M 2 0.08% Reduced
148
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$31.7M +$243K 3 0.16% Increased
149
AIG
American International Group
New York
$31.5M -$574K 5 0.17% Reduced
150
FCI
Financial Counselors Inc
Kansas
$31M +$546K 1 0.64% Increased