← 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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.3M -$2.72M 3 0.21% Reduced
127
Prudential Financial
Prudential Financial
New Jersey
$51.5M -$786K 4 0.08% Reduced
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$51.5M -$1.91M 3 0.14% Reduced
129
Allianz Asset Management
Allianz Asset Management
Germany
$50.6M -$26.1M 2 0.09% Reduced
130
HSBC Holdings
HSBC Holdings
United Kingdom
$49.9M +$10.1M 2 0.05% Increased
131
Citadel Advisors
Citadel Advisors
Florida
$49.8M -$58.5M 5 0.01% Reduced
132
Janus Henderson Group
Janus Henderson Group
$49.4M +$474K 3 0.03% Increased
133
INTECH Investment Management
INTECH Investment Management
Florida
$48.2M +$19.2M 2 0.5% Increased
134
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$48.1M +$8.79M 1 0.66% Increased
135
Trillium Asset Management
Trillium Asset Management
Massachusetts
$47.4M -$6.12M 1 1.33% Reduced
136
Whittier Trust
Whittier Trust
California
$47.3M -$1.17M 4 0.82% Reduced
137
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$47.1M +$5.41M 2 0.71% Increased
138
Chevy Chase Trust
Chevy Chase Trust
Maryland
$46.5M -$101M 1 0.17% Reduced
139
Artemis Investment Management
Artemis Investment Management
United Kingdom
$45.5M +$39.1M 1 0.57% New
140
Nomura Asset Management
Nomura Asset Management
Japan
$44.6M +$5.18M 2 0.21% Increased
141
Primecap Management
Primecap Management
California
$44.4M -$906K 1 0.04% Reduced
142
GF
Greenhouse Funds
Maryland
$42.9M -$5.87M 1 3.35% Reduced
143
ACM
Argent Capital Management
Missouri
$42.8M -$507K 1 1.39% Reduced
144
Two Sigma Advisers
Two Sigma Advisers
New York
$42.8M -$38.5M 4 0.11% Reduced
145
R.M. Davis Inc
R.M. Davis Inc
Maine
$42.8M -$31.8K 2 1.03% Reduced
146
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$42.7M -$225K 2 0.73% Reduced
147
Renaissance Technologies
Renaissance Technologies
New York
$42.5M -$619K 3 0.06% Reduced
148
CP
Cumberland Partners
Ontario, Canada
$42.4M +$457K 1 3.89% Increased
149
Vaughan David Investments
Vaughan David Investments
Illinois
$42.1M +$505K 1 1.23% Increased
150
FFM
Fullerton Fund Management
Singapore
$41.8M +$34.2M 1 2.92% Increased