← 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
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$165M +$2.41K 3 1.64% Increased
127
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$164M +$7.23M 5 0.59% Increased
128
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$161M -$1.69M 2 1.56% Reduced
129
Balyasny Asset Management
Balyasny Asset Management
Illinois
$158M +$9.06M 5 0.24% Increased
130
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$156M +$34.3M 3 0.58% Increased
131
Voloridge Investment Management
Voloridge Investment Management
Florida
$155M +$60.2M 2 0.55% Increased
132
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$154M +$37.3M 2 0.32% Increased
133
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$153M +$26.6M 3 0.32% Increased
134
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$149M -$20.7M 4 0.62% Reduced
135
Aviva
Aviva
United Kingdom
$148M -$10.3M 3 0.39% Reduced
136
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$148M +$1.11M 3 1.78% Increased
137
US Bancorp
US Bancorp
Minnesota
$145M +$5.83M 6 0.19% Increased
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$142M -$4.04M 5 0.36% Reduced
139
Renaissance Technologies
Renaissance Technologies
New York
$141M -$56.2M 2 0.21% Reduced
140
Credit Agricole
Credit Agricole
France
$140M +$46.6M 4 0.41% Increased
141
Marsico Capital Management
Marsico Capital Management
Colorado
$137M +$35.8M 1 3.72% Increased
142
Mariner
Mariner
Kansas
$135M +$5.47M 6 0.23% Increased
143
APG Asset Management
APG Asset Management
Netherlands
$132M +$124M 1 0.37% Increased
144
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$131M +$55.9M 1 5.91% Increased
145
Commerce Bank
Commerce Bank
Missouri
$129M -$4.25M 3 0.8% Reduced
146
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$128M +$9.89M 5 0.19% Increased
147
Canada Life
Canada Life
Manitoba, Canada
$127M +$27.9M 3 0.22% Increased
148
Temasek Holdings
Temasek Holdings
Singapore
$126M -$904K 3 0.5% Reduced
149
Eventide Asset Management
Eventide Asset Management
Massachusetts
$125M +$71.3M 2 2.27% Increased
150
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$124M +$22.1M 3 2.31% Increased