← 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	Prudential Financial Newark, New Jersey	$86.7M	-$8.32M	4	0.12%	Reduced
127	State of Wisconsin Investment Board Madison, Wisconsin	$86.6M	+$1.01M	4	0.23%	Increased
128	Man Group London, United Kingdom	$85.2M	+$51.4M	4	0.21%	Increased
129	VCP Varenne Capital Partners Paris, France	$84.8M	+$74.2M	1	13.3%	New
130	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$82.4M	+$44.7M	1	0.09%	Increased
131	US Bancorp Minneapolis, Minnesota	$81.9M	-$2.61M	4	0.11%	Reduced
132	KeyBank National Association Cleveland, Ohio	$81.7M	-$1.54M	2	0.34%	Reduced
133	State of New Jersey Common Pension Fund D Trenton, New Jersey	$81.3M	+$351K	3	0.25%	Increased
134	Regions Financial Corp Birmingham, Alabama	$80.9M	-$90K	1	0.61%	Reduced
135	SCM Steadfast Capital Management New York	$80.2M	+$78.6M	1	1.81%	New
136	SAM Scopus Asset Management New York	$79.1M	+$1.85M	2	1.64%	Increased
137	Epoch Investment Partners New York	$78.7M	-$20.8M	1	0.35%	Reduced
138	First Financial Bankshares Abilene, Texas	$78.6M	-$1.65M	1	1.77%	Reduced
139	TAM Thematics Asset Management Paris, France	$77.8M	+$3.01M	1	3.23%	Increased
140	SG Americas Securities New York	$77.3M	+$12.2M	2	0.37%	Increased
141	Johnson Investment Counsel Cincinnati, Ohio	$76.9M	-$6.54M	3	0.84%	Reduced
142	Rockefeller Capital Management New York	$76.5M	-$3.82M	2	0.22%	Reduced
143	Danica Pension Livsforsikrings Copenhagen V,	$76.4M	+$66.8M	1	1.7%	New
144	Whittier Trust South Pasadena, California	$75.8M	+$1.42M	3	1.11%	Increased
145	Employees Retirement System of Texas Austin, Texas	$74.7M	$0	1	0.82%	Maintained
146	JLBC J.L. Bainbridge & Co Sarasota, Florida	$72.5M	-$290K	2	7.72%	Reduced
147	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$72.2M	+$1.29M	1	0.11%	Increased
148	JSC J. Stern & Co London, United Kingdom	$71M	+$12.5M	1	8.98%	Increased
149	Korea Investment Corp Seoul, South Korea	$70.5M	-$5.03M	1	0.18%	Reduced
150	Zurich Insurance Group Zurich, Switzerland	$69.8M	-$9.69M	1	0.64%	Reduced