← 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
KeyBank National Association
KeyBank National Association
Ohio
$47.7M -$266K 2 0.23% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$47.3M +$825K 3 0.12% Increased
128
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.1M +$1.26M 3 0.2% Increased
129
Regions Financial Corp
Regions Financial Corp
Alabama
$46.9M -$870K 2 0.42% Reduced
130
Alyeska Investment Group
Alyeska Investment Group
Illinois
$46.7M -$51.6M 1 0.41% Reduced
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$46.6M -$74.2K 3 0.17% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$45.5M +$296K 4 0.14% Increased
133
Trillium Asset Management
Trillium Asset Management
Massachusetts
$45.3M -$561K 1 1.33% Reduced
134
APG Asset Management
APG Asset Management
Netherlands
$44.5M -$5.01M 1 0.09% Reduced
135
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.5M -$3.46M 2 0.22% Reduced
136
Whittier Trust
Whittier Trust
California
$41.4M +$85.7K 5 0.75% Increased
137
GF
Greenhouse Funds
Maryland
$41.4M -$15.7M 1 3.46% Reduced
138
Janus Henderson Group
Janus Henderson Group
$40.9M -$2.35M 3 0.03% Reduced
139
Osaic Holdings
Osaic Holdings
Arizona
$40.4M -$121K 7 0.08% Reduced
140
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$40.4M +$13.1M 6 0.01% Increased
141
Primecap Management
Primecap Management
California
$37.8M $0 1 0.03% Maintained
142
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$37.6M +$20.5M 2 0.31% Increased
143
Gabelli Funds
Gabelli Funds
New York
$37.6M -$618K 4 0.28% Reduced
144
IP
Interval Partners
New York
$37.1M -$17M 2 1.47% Reduced
145
Prudential Financial
Prudential Financial
New Jersey
$37M +$1.68M 4 0.06% Increased
146
ACM
Argent Capital Management
Missouri
$37M +$28.3K 1 1.28% Increased
147
Tredje AP-fonden
Tredje AP-fonden
Sweden
$36.6M -$6.49M 1 0.57% Reduced
148
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$36.6M -$245K 2 0.67% Reduced
149
R.M. Davis Inc
R.M. Davis Inc
Maine
$36.5M +$238K 2 0.93% Increased
150
TAM
Thematics Asset Management
France
$36.3M +$337K 1 1.98% Increased