← 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
$64.3M -$423K 2 0.29% Reduced
127
Gabelli Funds
Gabelli Funds
New York
$63.7M -$678K 3 0.49% Reduced
128
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$62.7M +$401K 3 0.21% Increased
129
Regions Financial Corp
Regions Financial Corp
Alabama
$62.4M +$70.9K 1 0.51% Increased
130
Rockefeller Capital Management
Rockefeller Capital Management
New York
$62.3M -$1.35M 2 0.21% Reduced
131
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$62.3M -$5.28M 1 0.64% Reduced
132
First Financial Bankshares
First Financial Bankshares
Texas
$62M +$56.8M 1 1.49% New
133
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$61.7M -$110M 1 2.6% Reduced
134
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60.2M +$4.6M 4 0.24% Increased
135
SAM
Scopus Asset Management
New York
$59.5M -$13M 2 1.5% Reduced
136
Korea Investment Corp
Korea Investment Corp
South Korea
$58.8M -$38.7M 1 0.15% Reduced
137
TAM
Thematics Asset Management
France
$58.2M +$689K 1 2.56% Increased
138
National Bank of Canada
National Bank of Canada
Quebec, Canada
$57.8M +$18.4M 3 0.09% Increased
139
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$57.6M $0 1 0.67% Maintained
140
Whittier Trust
Whittier Trust
California
$57.1M -$556K 3 0.93% Reduced
141
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$57M -$38.9M 4 0.06% Reduced
142
Macquarie Group
Macquarie Group
Australia
$56.5M -$9.32M 2 0.07% Reduced
143
JLBC
J.L. Bainbridge & Co
Florida
$56.4M +$5.91M 2 6.9% Increased
144
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$54.4M +$6.06M 1 0.08% Increased
145
Chevy Chase Trust
Chevy Chase Trust
Maryland
$54.1M -$297K 1 0.19% Reduced
146
Osaic Holdings
Osaic Holdings
Arizona
$53.1M -$11.7M 6 0.09% Reduced
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.9M -$2.54M 3 0.21% Reduced
148
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$52.4M +$23.4M 2 0.25% Increased
149
Trillium Asset Management
Trillium Asset Management
Massachusetts
$51.1M -$344K 1 1.39% Reduced
150
Alyeska Investment Group
Alyeska Investment Group
Illinois
$50.8M -$16.8M 2 0.34% Reduced