← 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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$154M +$32.5M 3 1.05% Increased
127
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$152M -$35.8M 1 1.54% Reduced
128
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$152M -$30.4K 4 0.42% Reduced
129
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$151M +$10M 5 0.55% Increased
130
SCM
Steadfast Capital Management
New York
$148M -$75.7M 1 3.29% Reduced
131
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$146M +$3.04M 3 1.71% Increased
132
Balyasny Asset Management
Balyasny Asset Management
Illinois
$142M -$115M 5 0.23% Reduced
133
Slate Path Capital
Slate Path Capital
New York
$141M -$49.2M 1 2.18% Reduced
134
Aviva
Aviva
United Kingdom
$140M +$6.77M 3 0.36% Increased
135
National Bank of Canada
National Bank of Canada
Quebec, Canada
$135M +$44.4M 6 0.15% Increased
136
Munro Partners
Munro Partners
Australia
$134M -$4.29M 2 4.89% Reduced
137
Commerce Bank
Commerce Bank
Missouri
$134M -$2.3M 3 0.82% Reduced
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$133M +$2.21M 5 0.34% Increased
139
US Bancorp
US Bancorp
Minnesota
$133M +$25.4M 5 0.17% Increased
140
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$132M -$11M 2 0.51% Reduced
141
Robeco Schweiz
Robeco Schweiz
Switzerland
$130M +$14.2M 1 2.44% Increased
142
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$129M -$917K 3 0.29% Reduced
143
Mariner
Mariner
Kansas
$126M +$1.99M 5 0.22% Increased
144
Prudential Financial
Prudential Financial
New Jersey
$125M -$7.06M 5 0.18% Reduced
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$121M +$57.2M 4 0.29% Increased
146
Man Group
Man Group
United Kingdom
$121M -$8.11M 5 0.32% Reduced
147
Boston Partners
Boston Partners
Massachusetts
$118M -$82.8M 2 0.14% Reduced
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$116M -$6.7M 3 0.43% Reduced
149
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$115M +$39.8M 4 1.13% Increased
150
AGF Management
AGF Management
Ontario, Canada
$113M +$49.3M 2 0.57% Increased