← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$57.5M +$4.65M 3 0.06% Increased
127
Gabelli Funds
Gabelli Funds
New York
$57.4M +$14.5M 3 0.47% Increased
128
KeyBank National Association
KeyBank National Association
Ohio
$57.4M -$966K 2 0.27% Reduced
129
Canada Life
Canada Life
Manitoba, Canada
$57.3M -$918K 3 0.14% Reduced
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$57M +$2.65M 4 0.18% Increased
131
Artemis Investment Management
Artemis Investment Management
United Kingdom
$56.8M +$10.4M 1 0.79% Increased
132
Rockefeller Capital Management
Rockefeller Capital Management
New York
$56.5M -$22.3M 2 0.22% Reduced
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$55.3M -$2.22M 3 0.2% Reduced
134
Regions Financial Corp
Regions Financial Corp
Alabama
$55.2M -$2.55M 1 0.5% Reduced
135
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$54.5M +$23.3M 4 0.25% Increased
136
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$54.2M +$4.32M 2 0.83% Increased
137
Creative Planning
Creative Planning
Kansas
$52.3M +$15.1M 3 0.07% Increased
138
TAM
Thematics Asset Management
France
$51.5M -$5.39M 1 2.53% Reduced
139
Whittier Trust
Whittier Trust
California
$51.2M +$820K 4 0.91% Increased
140
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$51M $0 1 0.76% Maintained
141
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.4M -$6.34M 3 0.22% Reduced
142
SEI Investments
SEI Investments
Pennsylvania
$49M +$8.97M 4 0.09% Increased
143
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$48.9M +$21.7M 4 0.2% Increased
144
Chevy Chase Trust
Chevy Chase Trust
Maryland
$48.2M -$1.17M 1 0.19% Reduced
145
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$46.5M -$27M 3 0.06% Reduced
146
INTECH Investment Management
INTECH Investment Management
Florida
$45.8M -$5.39M 2 0.68% Reduced
147
Trillium Asset Management
Trillium Asset Management
Massachusetts
$45.6M -$4.74M 1 1.37% Reduced
148
Primecap Management
Primecap Management
California
$45.5M -$53.9K 1 0.04% Reduced
149
R.M. Davis Inc
R.M. Davis Inc
Maine
$45.3M -$56.3K 2 1.14% Reduced
150
Vaughan David Investments
Vaughan David Investments
Illinois
$45.2M +$559K 1 1.37% Increased